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Client Transfers Co-Ordinator

St. James's Place Cirencester, United Kingdom
Posted 2 days ago Permanent Competitive

Client Transfers Co-Ordinator

St. James's Place Cirencester, United Kingdom
Client Transfers Co-Ordinator

Are yo ready tochart yor own career path? With or refreshed strategy, we're bilding on or rich heritage and transforming or bsiness to be more scalable and efficient, nlocking the capabilities needed for ftre sccess. This incldes significantly investing in technology, streamlining the way we work and creating an environment where colleages feel engaged, empowered and accontable; where they can show p, speak p and perform - becase we believe in the difference or work makes.




At a glance:




Location: Cirencester Office




Workplace Type: Hybrid




Employment Type: Permanent




Seniority: Entry Level




Abot the role



We're looking for a detail-oriented and proactive Client Transfer Co-Ordinator to join or Partner Finance team. In this role, yo'll provide expert gidance and spport on a range of Partner Finance Operations processes, ensring reqests and qeries are managed efficiently and to a high standard. Working closely with internal teams and the Partnership, yo'll play a key part in maintaining service qality, improving processes and delivering strong otcomes for stakeholders.


What yo'll be doing


  • Managing and processing a range of Operations reqests and qeries, ensring timely and accrate delivery

  • Acting as a key point of contact for stakeholders, providing pdates and clear commnication on progress and next steps

  • Spporting Sbject Matter Experts with the coordination and exection of transfers and Partnership-related qeries

  • Prioritising incoming work effectively, ensring cases are acknowledged and handled within agreed timelines

  • Identifying process gaps and contribting to continos improvement initiatives to enhance qality and efficiency

  • Escalating isses appropriately and working within agreed parameters to resolve problems

  • Collaborating with colleages across the team to ensre a consistent and high-qality service

  • Spporting the wider Operations fnction to redce BA demand throgh effective and accrate delivery

  • Who we're looking for



    We're seeking a highly organised and adaptable individal who thrives in a fast-paced, environment. Yo'll be a confident commnicator with strong problem-solving skills, able to manage competing priorities while maintaining attention to detail. With a collaborative mindset and a commitment to continos improvement, yo'll be focsed on delivering excellent service to both internal and external stakeholders.


    Essential skills and experience


  • Experience in a similar coordination or operations role within a fast-paced, task-driven environment

  • Strong organisational and prioritisation skills with the ability to manage high volmes of work

  • Proficiency in Microsoft Office, inclding intermediate Excel skills (e.g. VLOOKPs, pivot tables)

  • Excellent commnication and interpersonal skills, with the ability to engage effectively at all levels

  • Desirable skills and experience


  • Exposre to coding or data tools sch as SQL or Power BI

  • Knowledge or experience within financial services or Partner Finance environments





  • What's in it for yo?



    Whatever stage of life yo're in, or benefits are designed to provide the spport, flexibility, and peace of mind yo need to thrive both at work and beyond.



    In addition to or discretionary annal bons scheme, which reflects both individal and company performance, yo'll benefit from a
    market-leading benefits package tailored to spport yor wellbeing, financial secrity, and family life.



    Or benefits inclde:


  • 8 days' annal leave pls bank holidays, with the option to prchase p to 5 additional days.

  • Private Medical Insrance - company-fnded cover for yo and yor immediate family

  • Generos Pension Scheme - a non-contribtory employer contribtion of 1%, increasing with length of service p to 15%, pls the opportnity to increase this throgh salary sacrifice

  • Enhanced Parental Leave - p to 6 weeks' fll pay to spport growing families.

  • Protection Benefits - company-fnded critical illness cover, income protection, and life assrance

  • EV salary sacrifice scheme throgh Tsker





  • Reasonable Adjstments We're an eqalopportnities employer and want to ensre or recritment process is accessibleand inclsive for all, if yo reqire reasonable adjstment(s) at any stageplease let s know by emailing s at careers@sjp.co.k

    Research tells sthat applicants (especially those from nderrepresented grops) can be pt offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If yo think yo wold be a good match for this role andcan demonstrate some transferable experience please apply, regardless ofwhether yo tick every box.




    What's next?



    If yo're excitedabot this role and believe yo have the skills and experience we're lookingfor, we'd love to hear from yo! Please sbmit an application by clicking'apply' below and or team will be in toch.

    As a bsinessreglated by the FCA we wold advise yo to familiarise yorself with thecondct reglations and in particlar consmer dty obligations prior to aninterview with SJP.



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    Job ID  req4710
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