Wealth adviser Work, Jobs in Andoversford, Gls (with Salaries)

Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- Analysis skills
- Communication skills
- Annual leave
Business Assurance Adviser
St. James's Place —Cirencester
- Analysis skills
- Communication skills
- Annual leave
5d
Onboarding Consultant - 12 month FTC
The Openwork Partnership —Swindon
- Up to £55,000 a year
- Travel
- Mentoring
- Financial services
8d
Acquisitions Analyst
Attivo Group —Cheltenham
- Up to £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Accounting
- Communication skills
- Work from home
Quick apply
18h
Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
13d
Wealth Adviser
The Openwork Partnership —Swindon
- £53,000 - £64,000 a year
- Business development
- Communication skills
13d
Onboarding Services Manager
The Openwork Partnership —Swindon
- Up to £90,000 a year
- Team management
- Travel
- Financial services
7d
Head of Group Financial Control
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Leadership
- Work from home
Quick apply
Onboarding Consultant
The Openwork Partnership —Swindon
- Up to £55,000 a year
- Travel
- Mentoring
- Financial services
6d
Head of Commercial Strategy and Analytics
The Openwork Partnership —Swindon
- £70,000 - £80,000 a year
- Hybrid work
- Analysis skills
- Recruiting
- Contracts
13d

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Business Assurance Adviser
St. James's Place —Cirencester
Ideally qualified in a level 4 diploma in Diploma in Regulated Financial planning (DipPFS ), or close to qualification.
5d
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
Ideally qualified in a level 4 diploma in Diploma in Regulated Financial planning (DipPFS ), or part way through qualification having passed some RO exams.

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Business Assurance Adviser (12-month FTC)

St. James's Place -
Cirencester

Apply Now

Job details

Fixed term contract

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Pension
Analysis skills
Risk management
Communication skills

Full job description

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

Location: Edinburgh Office

Workplace Type: Hybrid

Employment Type: 12 month Fixed-Term Contract

Seniority: Associate

About you:

We're seeking candidates who hold either a Diploma in Regulated Financial Planning OR are part way through qualification, having passed some RO exams, with the ability to demonstrate application of this technical knowledge as well as analytical expertise.

Within this role, you'll undertake suitability assessments across a range of business submitted by our financial advisers (The SJP Partnership) including Alternative and offshore Investments, IHT/trust planning and Pensions.

You’ll provide focused feedback and guidance to the SJP Partnership, influencing behaviour and encouraging engagement to ensure adherence to the regulatory and SJP Advice Policy and Compliance frameworks.

What you'll be doing:

Apply your technical expertise with minimal supervision to review a wide range of advice submissions. Ensure accuracy and strong analysis across complex areas such as tax, critical yield, and affordability assessments.
Deliver clear, actionable feedback to Partners and the Wealth Management team, addressing gaps in advice or documentation while driving improvements in future submissions and overall quality.
Act as a subject matter expert, contributing to projects and providing consultation across the business to reduce regulatory, financial, and reputational risk.
Identify and escalate emerging trends or issues from case reviews and Partner interactions, proactively addressing risks and driving continuous business improvement.
Collaborate effectively with colleagues, fostering a supportive, team-driven environment.

Essential Criteria

Ideally qualified in a level 4 diploma in Diploma in Regulated Financial planning (DipPFS ), or part way through qualification having passed some RO exams.
Relevant financial services experience.
Good attention to detail.
Strong written communication skills.

What's in it for you?

We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:

Competitive parental leave (26 weeks full pay)
Private medical insurance (optional taxable benefit)
10% non-contributory pension (increasing with length of service)

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]
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.

What's next?

If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and 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.

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Refine Your Search

wealth adviser jobs in andoversford, gls

Business Assurance Adviser (12-month FTC)

Business Assurance Adviser

Onboarding Consultant - 12 month FTC

Acquisitions Analyst

Trainee Wealth Adviser

Wealth Adviser

Onboarding Services Manager

Head of Group Financial Control

Onboarding Consultant

Head of Commercial Strategy and Analytics

More jobs to discover

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