St. James’s Place

Operations Co-Ordinator (Client Transfers)

Company
Location
Cirencester, England, United Kingdom
Posted At
7/16/2025
Advertise with us by contacting: [email protected]
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: Cirencester Office

Workplace Type: Hybrid

Employment Type: 5 month Fixed-Term Contract

Seniority: Entry Level

To provide expert advice and guidance to the FMT & Partnership on all aspects of Partner Finance Operations processes and any related matters. Supporting the Operations Team Leader in assessing and processing requests received and ensuring cases are appropriately prioritised and they’re acknowledged.

What you'll be doing:

  • To be accountable for the autonomous processing of a range of Operations requests and queries, varying in complexity and ensure that all parties are fully aware of next steps and progress.
  • To support the operations SME’s (Subject Matter Expert) with the co-ordination of processes by executing Transfers and Partnership queries to meet time scales required.
  • To adopt a ‘continuous improvements’ mindset, ensuring that any identified processes gaps result in an enhanced quality control framework and, where applicable, appropriate training actions.

Essential Criteria

  • Experienced in using Microsoft Office package, intermediate level in Excel (e.g. VLookUp, CountIf formulas, pivot tables).
  • Experienced in a similar Co-Ordinator role or similar working environment, used to high volume task orientated roles
  • Strong communication skills; written and verbal.
  • Strong attention to detail

Desirable Criteria

  • Salesforce experience
  • Previous exposure to coding (e.g., SQL and Power BI) is an advantage.

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.
Advertise with us by contacting: [email protected]
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Operations Co-Ordinator (Client Transfers) | St. James’s Place | Hunt UK Visa Sponsors