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Business Assurance Adviser (Bristol) - Level 5PM

Posted 25 Mar 2024
Work experience
0 to 3 years
Full-time / part-time
Full-time
Degree level
Required language
English (Fluent)

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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.

Region

South West

Location

Bristol

Hours

Full time

Type

Permanent

Department

Business Assurance

Closing Date

21/06/2019

Key Responsibilities:

  • 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:

  • PC Literate – including Excel, Word, Outlook etc
  • CII Level 4 Diploma (or equivalent)

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. 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. We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start the conversation!

Thank you for taking an interest in a career with St. James’s Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation.

How we Reward You

In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including a non-contributory pension, private medical insurance for you and your family, life assurance, equity participation opportunities, and an attractive holiday allowance, to name but a few.

The Charitable Foundation

We are extremely proud of The St. James’s Place Charitable Foundation. It is a grant-making charity where funds are raised and donated by the St. James’s Place community. The Company matches all funds raised or donated, pound for pound and since its setup in 1992 we have raised and distributed over £70 million to good causes operating in the UK and abroad.

Awards

We are proud of the recognition we receive for the high quality advice and service we provide to our clients. Most recently, this has included being voted the: '2018 Best Private Client Investment Manager' by readers of Wealth Adviser magazine; '2018 Best Wealth Manager' by readers of Shares Magazine; '2018 Personal Finance Awards - Best Financial Adviser’ by readers of Money Pages and voted the City of London '2018 Wealth Management Company of the Year'.

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