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On completion of training the main purpose of the role is to compliance check a range of business submitted by the Partnership, providing feedback to the Field Management Team, Business Risk Team and Partners on changes required to cases. To also provide technical support to the Partnership in relation to the correct documentation for all case types.
At points we look to take on trainees within the team who have already started a journey towards CII Diploma. We look to support candidates through the rest of their journey to fully qualified and competent.
Key Responsibilities once trained and qualified:
Required Skills:
Required Technical Knowledge & Qualifications:
Essential:
The St. James’s Place Wealth Management Group is a FTSE 100 company with £83bn of client funds under management. The group was established in the UK in 1991, and expanded to Asia in 2014.
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