Overview

Position Title: Business Assurance Adviser

Company: St. James’s Place

Location: Dunmurry, UK

Job Description

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.

Responsibilities: 

  • Reviewing/Checking Files
  • Advising Business Risk and Field Management of any issues raised from file checking to enable feedback to the Partner.
  • Acting as a point of contact for enquiries from the Partnership, including providing technical support through the Helpline when required.
  • Delivering projects as required, e.g. Partner investigations.
  • Attending regular meetings where necessary to ensure a consistent approach on all areas of Support reviewing and discuss areas where improvements/changes can be made.
  • Ensuring that acceptable and consistent level of service standards are maintained.
  • Continue Professional Development by way of external exams, internal training, home study.

Requirements:

  • Has a methodical and organised approach to administrative procedures
  • Has the ability to prioritise workload, to work under pressure both independently and as part of a team
  • Demonstrates the ability to respond and adapt to changes in procedures as and when necessary
  • Possess excellent organisational skills

About St. James’s Place

At SJP, we exist to give you the confidence to create the future you want. We do this through face-to-face financial advice, delivered exclusively by qualified, expert advisers who make up our Partnership. We also provide access to our leading range of investment products.

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