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Trainee Business Assurance Adviser - Level 5BS

Job in Cirencester, United Kingdom
Posted

Degree level

Bachelor

Job function

General business

Required language

English (Fluent)

Work experience

0 to 1 years

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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:

  • To review files as detailed above
  • Advise Business Risk and Field Management of any issues raised from file checking to enable feedback to the Partner
  • To act as a point of contact for enquiries from the Partnership, including providing technical support through the Helpline when required
  • Deliver projects as required, e.g. Partner investigations
  • Attend regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made
  • Ensure that acceptable and consistent level of service standards are maintained
  • To assist with training of new members of team where necessary
  • Continue Professional Development by way of external exams, internal training, home study
  • Attend regular 1:1 meetings with Team Manager, regular Communication and Team Meetings
  • Contribute to the identification of trends leading to training needs or product amendments
  • Responsible for ensuring the output of work is in line with our values and principles of treating our clients fairly (being both our internal (Partner) clients and external clients)

Required Skills:

  • Methodical and organised approach to administrative procedures
  • Ability to prioritise workload
  • Ability to work under pressure and meet deadlines
  • Ability to work independently and as part of a team
  • Ability to respond and adapt to changes in procedures as and when necessary
  • Very good organisational skills

Required Technical Knowledge & Qualifications:

Essential:

  • PC Literate – including Excel, Word, Outlook etc
  • Working towards CII Level 4 Diploma (or equivalent)
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Logo St. James's Place
About St. James's Place
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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.

Finance & banking
Cirencester
750 employees