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: Permanent
Seniority: Associate
- To support the BAU Delivery of Client Transfers, and to support relevant process developments across Partner Finance as applicable.
- Be a recognised SME on the Client Transfer process and proposition.
- Complete and quality check Client Transfer cases varying in complexity.
- To provide advice and guidance (consultancy) to the FMT and Partnership on all aspects of the Partner Finance Operations proposition, particularly matters relating to Client Transfers.
What you'll be doing:
- Support BAU Service Delivery (Client Transfers) within appropriate SLA’s and agreed risk/control quality framework, and help develop solutions to improve the end-to-end Partner service experience. For Client Transfers, this covers cases progressed via the self-service tool, in addition to cases executed by the team.
- Case manage Client Transfers in line with relevant policies and best practice; including Commercial Policy, Conflict of Interest Policy and Consumer Duty (to support good client outcomes).
- Accurate and effective triage of new cases and queries, ensuring stakeholder expectations are managed appropriately and identifying the right pathway to execution (including Partner self-service tool and/or CT bulk transfer tool).
- Lead on safe execution of complex and/or sensitive cases, such as Leaver servicing transfers, merger/de-merger, Transfer of status. Contribute to QC of relevant cases undertaken by colleagues.
- Contribute to quality assurance processes – such as regular ‘sweeping’ activity to ensure transfers (including ‘BSP’ transfers) have completed successfully.
- Ensure any system-related improvements are raised appropriately; in particular those relating to My Practice, Salesforce and Bluedoor transfers.
- Support manager to maintain Standard Operating Procedures across Client Transfers, and the associated Skills Matrix.
- Support manager to maintain up-to-date and relevant collateral on Client Transfers.
- Take a pro-active role in training and developing colleagues on relevant processes.
Essential Criteria
- Strong experience in MS Excel
- Experience to accurately and effective triage of new cases and queries, ensuring stakeholder expectations are managed appropriately
- Salesforce experience
- Experience of working in an operations team and continuous improvement and process improvement.
- The ability to contribute to quality control and assurance processes.
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.
