At a Glance
- Tasks: Review financial advice submissions and provide actionable feedback to improve quality.
- Company: Join a forward-thinking company transforming the financial services landscape.
- Benefits: Enjoy 28 days' leave, private medical insurance, and a generous pension scheme.
- Other info: Hybrid working model with excellent growth opportunities and a focus on wellbeing.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Hold a Diploma in Regulated Financial Planning or nearing qualification.
The predicted salary is between 49500 - 60500 £ per year.
Are you ready to chart your own career path? With our refreshed strategy, we're building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
At a glance:
- Location: Edinburgh Office
- Workplace Type: Hybrid
- Employment Type: Permanent
- Seniority: Associate
About you:
We're seeking candidates who hold either a Diploma in Regulated Financial Planning OR are close to qualification, with the ability to demonstrate application of this technical knowledge as well as analytical expertise. Within this role, you'll undertake suitability assessments across a range of business submitted by our financial advisers (The SJP Partnership) including Alternative and offshore Investments, IHT/trust planning and Pensions. You'll provide focused feedback and guidance to the SJP Partnership, influencing behaviour and encouraging engagement to ensure adherence to the regulatory and SJP Advice Policy and Compliance frameworks.
What you'll be doing:
- Apply your technical expertise with minimal supervision to review a wide range of advice submissions.
- Ensure accuracy and strong analysis across complex areas such as tax, critical yield, and affordability assessments.
- Deliver clear, actionable feedback to Partners and the Wealth Management team, addressing gaps in advice or documentation while driving improvements in future submissions and overall quality.
- Act as a subject matter expert, contributing to projects and providing consultation across the business to reduce regulatory, financial, and reputational risk.
- Identify and escape emerging trends or issues from case reviews and Partner interactions, proactively addressing risks and driving continuous business improvement.
- Collaborate effectively with colleagues, fostering a supportive, team-driven environment.
Essential Criteria:
- Ideally qualified in a level 4 diploma in Diploma in Regulated Financial planning (DipPFS), or close to qualification.
- Relevant financial services experience.
- Good attention to detail.
- Strong written communication skills.
What's in it for you?
Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond. In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life. Our benefits include:
- 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
- Private Medical Insurance - company-funded cover for you and your immediate family.
- Generous Pension Scheme - a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice.
- Enhanced Parental Leave - up to 26 weeks' full pay to support growing families.
- Protection Benefits - company-funded critical illness cover, income protection, and life assurance.
- EV salary sacrifice scheme through Tusker.
Reasonable Adjustments:
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk. Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career break.
What's next?
If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! 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.
Business Assurance Adviser in Cirencester employer: St. James's Place
At SJP, we pride ourselves on being an exceptional employer, offering a dynamic hybrid work environment in Cirencester or Bristol that fosters collaboration and professional growth. Our commitment to employee development is evident through continuous training opportunities and a supportive culture that values integrity and excellence, ensuring you thrive while delivering expert technical support in the fast-paced financial services sector. With competitive benefits, including a generous parental leave policy and a discretionary bonus scheme, we empower our team to achieve both personal and professional success.
StudySmarter Expert Advice🤫
We think this is how you could land Business Assurance Adviser in Cirencester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like St. James's Place. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Assurance Adviser in Cirencester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to St. James's Place.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on St. James's Place's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at St. James's Place
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with St. James's Place.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at St. James's Place will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former St. James's Place employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
