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- Tasks: Review and analyse financial advice submissions, ensuring accuracy and compliance.
- Company: Join a forward-thinking company transforming the financial services industry.
- Benefits: Enjoy competitive pay, generous leave, and a range of lifestyle benefits.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning preferred; relevant experience is essential.
- Other info: Hybrid working model with opportunities for career growth and development.
The predicted salary is between 36000 - 60000 £ 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.
Location: Edinburgh, Bristol or Cirencester
Workplace Type: Hybrid
Employment Type: 12 month Fixed-Term Contract
Seniority: Associate
Number of Roles available: 2
What you’ll be doing
- To operate with minimal guidance to apply technical knowledge gained through professional qualifications and experience to the suitability review of a broad range of advice submissions from the Partnership. Ensure an accurate and analytical approach to all cases, including complex aspects of the advice presented such as Tax, Critical yield, and affordability calculations.
- To provide expert feedback (proactive and reactive) to the Partnership and Wealth Management Team where deficiencies in advice or documentation have been identified, ensuring it is concise and self-explanatory. Influence behaviour and engagement to resolve specific cases and improve the quality of future submissions.
- To act as a subject matter expert and provide this expertise to the wider business through project and consultative work, minimising distributor risk to SJP including financial or reputational risk and reducing the risk of miss-selling or regulatory sanctions.
- To advise/escalate any trends or issues raised from case checking or Partner interactions to resolve case specifics. Proactively address areas outside normal parameters or procedures to ensure resolutions and constant business improvement.
- To support colleagues through a team-working approach.
Essential Criteria
- Ideally qualified in a Level 4 Diploma in Regulated Financial Planning (DipPFS), or part way through qualification having passed some RO exams.
- Relevant financial services experience.
- Good attention to detail.
- Strong written communication skills.
What’s in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts. We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non-contributory pension (increasing with length of service)
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 adjustments at any stage, please let us know by emailing 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. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.
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. Please submit an application by clicking the apply button below and 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.
Business Assurance Adviser (12-month FTC) in Cirencester employer: St. James’s Place
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Assurance Adviser (12-month FTC) in Cirencester
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or at industry events. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching the company’s recent projects and values. Show us that you’re not just interested in the role, but also in how you can contribute to our mission and culture.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let us know what makes you tick!
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your enthusiasm for the role and keeps you fresh in our minds as we make decisions.
We think you need these skills to ace Business Assurance Adviser (12-month FTC) in Cirencester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experience align with the role of Business Assurance Adviser. Use keywords from the job description to show that you understand what we're looking for.
Show Off Your Communication Skills: Since strong written communication is key for this role, take the time to craft a clear and concise cover letter. This is your chance to demonstrate your ability to convey complex information simply and effectively.
Highlight Relevant Experience: Don’t forget to showcase any relevant financial services experience you have. Whether it’s through qualifications or past roles, make it clear how your background makes you a great fit for the position.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at St. James’s Place
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and the specific areas mentioned in the job description, like tax and affordability calculations. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Communication Skills
Since strong written communication is essential for this role, prepare examples of how you've effectively communicated complex information in the past. Whether it's through reports or presentations, being able to articulate your thoughts clearly will set you apart.
✨Be a Team Player
This position emphasises teamwork, so think of instances where you've collaborated successfully with others. Be ready to share how you’ve supported colleagues or influenced behaviour positively in previous roles, as this will demonstrate your ability to fit into their culture.
✨Research the Company
Familiarise yourself with the company's refreshed strategy and values. Understanding their commitment to technology and efficiency will help you align your answers with their goals, showing that you’re not just looking for any job, but are genuinely interested in contributing to their success.
