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St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.
We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Associate
The main purpose of this role is to provide regular MI to support in the performance oversite of the Business Assurance teams, management and governance of the division, to produce data for regulatory reporting purposes and to provide ad hoc information when requested.
You will review and analyse data to assist with the Case Selection Model operations, influence at Senior management/governance meetings and develop, build and implement Robotics/Automation processing into Business Assurance.
What you will be doing:
- Delivering regularly scheduled MI for Business Assurance management and responding to ad-hoc requests for MI from the business.
- Supporting the production of structured regulatory reporting to the FCA as well as providing a range of data in response to periodic ad hoc requests.
- Producing and maintaining various departmental spreadsheets, Power BI reports and all dashboards.
- Reviewing and analysing various pieces of Business Assurance data (eg MIA) to assist in ongoing monitoring of the Case Selection Model operations, facilitating the quarterly PCC review to set Partner checking levels and monitoring OA and PQS checking progress against corporate annual requirements.
- Maintaining existing robotic automation processes within Business Assurance while seeking further opportunities to utilise automation in reporting and case processing.
Who we’re looking for:
A candidate with a strong understanding of FCA reporting requirements and the regulated environment within financial services, along with:
- An understanding of life, pension, investment and mortgage products.
- Strong analytical and mathematical skills and high level of numeracy.
- Ability to translate data into relevant trend analysis for senior management.
- The ability to work independently or collaboratively with the confidence to challenge existing processes and raise issues at a senior level as required.
- Excellent knowledge of MI tools such as Excel and Power BI with experience in designing and building dashboards and integrating MI into presentations.
- Ability to interact professionally with executives, managers, subject matter experts and users.
What's in it for you?
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave – 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
Flexible Working
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!
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.
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 adjustment(s) at any stage please let us know by emailing us at [email protected]
What's next?
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.
