Operations Co-Ordinator
- Cirencester, Gloucestershire
- Contract
- Full-time
- To support the BAU Delivery of Assignments of income and Client Servicing Agreements (CSAs), and to support relevant process developments across Partner Finance as applicable.
- Case manage Assignment & CSA transactions in line with Commercial Policy, Conflict of Interest Policy and Consumer Duty.
- To provide advice and guidance (consultancy) to the FMT and Partnership on all aspects of the Partner Finance Operations proposition, particularly matters relating to Assignments and CSAs.
- Support BAU Service Delivery (Assignments and CSAs) within appropriate SLA's and agreed risk/control quality framework, and help develop solutions to improve the end-to-end Partner service experience. For Assignments and CSAs, this covers all transactions involving an SJP-owned entity (principally SJP Wealth Management and SJP PCP), in addition to Deceased Partner cases.
- Compile valuations for SJPPCP and SJPWM-owned income streams under agreed process and quality control framework.
- Case manage Assignment & CSA cases in line with Commercial Policy, Conflict of Interest Policy and Consumer Duty (to support good client outcomes). Ensure correct contract type is used in each transaction.
- Attend “Leavers & Client Servicing Solutions (L&CSS)” forum; and support note taking of decisions and/or actions arising from these sessions.
- Develop strong relationships with key divisional, FMT and admin centre stakeholders to ensure a smooth pipeline of new & existing cases.
- Must have Excel skills, macros, etc
- Experience in an Operations or a similar high workload environment
- Good communication skills; both written and verbal to a wide variety of stakeholders.
- Good problem solving skills
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)
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 careers@sjp.co.uk
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.