Business Assurance Adviser - Bristol, United Kingdom - St. James's Place

St. James's Place
St. James's Place
Verified Company
Bristol, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
St. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures.

We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals.

We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do.

We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.


We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.


Location:
Bristol, Aztec West


Workplace Type:
Hybrid


Employment Type:
Permanent, Full Time


Seniority:
Associate


We have a fantastic permanent opportunity to join our close and dedicated team in our Bristol office, where you will be responsible for checking for a range of business submitted by our Partnership (our financial advisers), providing feedback to the Field Management Team, Business Risk Team and Partners on changes that are required for client cases and to provide technical support to the Partnership in relation to the correct documentation for a variety of case scenarios.


What you'll be doing:


  • Compliance checking a range of business submitted by the Partnership.
  • Advising Business Risk and Field Management of any issues raised from file checking to enable feedback to the Partner.
  • Delivering projects as required, e.g. Partner investigations.
  • Attending regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made.
  • Ensuring that acceptable and consistent level of service standards are maintained.

Who we're looking for:


  • PC literate, including MS Excel, Word, Outlook, Teams etc.
  • Ability to undertake complex calculations when assessing cases related to Income Tax, Capital Gains Tax, Inheritance Tax, annual lifetime pensions allowances and the analysis of ceding scheme information etc.
  • Ability to make suggestions for improvements to processes to contribute to continuous improvement within the Business Assurance function. There is a requirement to be able to adapt to changes in process/practice and those changes driven by Regulation.
  • Strong communication and relationship building skills, ability to articulate complex feedback in a way that is understood and accepted.
  • Resilience to setbacks and challenges and the ability to handle expectations accordingly

Special Requirements:

  • CII Level 4 Diploma or have passed two examinations and working towards becoming fully qualified
  • Be willing for the initial first few months to be in the office for training and onboarding
  • Be a genuine teammate who likes working with people and solving problems

What's in it for you?

  • Private Medical paid for by Company.
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
  • Non-Contributory Pension 10% (increasing with length of service up to 15%) with further pension matching.
  • Parental leave 6 months full pay
  • 28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
  • Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working
We know that everyone works best in different ways, at different times and in different environments.

We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours.

Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation


Reasonable Adjustments

What's next?
Our team will be in touch.

As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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