Advice Policy Coordinator

St. James's Place; Cirencester; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Private Medical Insurance

Generous Pension Scheme

Enhanced Parental Leave

Protection Benefits

EV salary sacrifice scheme via Tusker

28 days annual leave + bank holidays

Job summary

St. James's Place seeks an organised Advice Policy Coordinator in Cirencester on a 12-month fixed-term contract. You will support policy changes, maintain guidance, and ensure advisers have the tools to deliver high-quality outcomes across the Advice Policy function.

You'll coordinate releases, templates and governance, collaborating with Partners and technical teams to drive improvements and timely delivery in a hybrid working environment.

Qualifications

• Experience in Financial Services and knowledge of regulatory requirements.
• Strong organisational and coordination skills across multiple priorities.
• Experience supporting change implementation and governance processes.
• Excellent written communication, translating technical info clearly.
• Analytical and logical thinking with ability to follow structured processes.

Responsibilities

• Supporting planning, coordination and delivery of Advice Framework, Aptus and Advice Assistant releases.
• Maintaining suitability letter templates and updating guidance.
• Ensuring policy documents and materials stay accurate after changes.
• Managing document control records and governance across Advice Policy.
• Handling queries from Partners and internal stakeholders; escalation when needed.
• Supporting governance forums and tracking actions and decisions.
• Coordinating change activities with deadlines and accuracy.
• Building relationships to drive collaboration and progress.
• Working with subject matter experts and technical teams on policy improvements.
• Contributing to continuous improvement of advice guidance and tools.

Skills

Financial Services experience

Organisation & Coordination

Change implementation

Written communication

Analytical thinking

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: Cirencester Office

Workplace Type: Hybrid

Employment Type: 12 month Fixed-Term Contract

Seniority: Associate

About the role:

The Advice Policy team sits at the heart of St. James's Place's advice proposition, ensuring our advice framework, policies and supporting processes remain up to date, compliant and focused on delivering good client outcomes. Working closely with teams across the business, the team is responsible for implementing policy changes, maintaining advice guidance, supporting governance processes and ensuring advisers have the tools and resources they need to provide high-quality advice.

The Advice Policy Coordinator is responsible for providing implementation and coordination support across a range of Advice Policy initiatives, helping to deliver enhancements to advice guidance, suitability processes and policy frameworks. The role plays a key part in bringing advice policy changes to life, ensuring advisers have the guidance, tools and processes needed to deliver great client outcomes and supporting the ongoing evolution of the SJP advice proposition.

What you'll be doing:

• Supporting the planning, coordination and delivery of Advice Framework, Aptus and Advice Assistant releases.
• Assisting with the maintenance and development of suitability letter templates.
• Ensuring policy documents, guidance and supporting materials remain accurate and up to date following approved changes.
• Maintaining document control records and supporting governance processes across the Advice Policy function.
• Managing and resolving queries from Partners, internal stakeholders and support teams, escalating where required.
• Supporting governance forums and helping to capture, track and monitor actions, decisions and outcomes.
• Coordinating change activities to ensure updates are implemented accurately and in line with agreed deadlines.
• Building strong relationships across the business to support collaboration, drive progress and deliver successful outcomes.
• Working closely with subject matter experts, stakeholders and technical teams to support policy and process improvements.
• Contributing to the continuous improvement of advice guidance, processes and supporting tools across St. James's Place.

Who we’re looking for:

We're looking for a highly organised and detail-focused coordinator who enjoys managing change, improving processes and ensuring nothing slips through the cracks. You'll be a logical thinker with strong written communication skills, comfortable working with technical information, technology solutions with the ability to support testing and implementation activities.

Essential Skills

• Experience working within Financial Services, with a broad understanding of financial advice processes, products and regulatory requirements.
• Strong organisational and coordination skills, with the ability to manage multiple priorities, deadlines, change activities and governance processes simultaneously.
• Experience supporting change implementation, testing activities, project coordination or governance processes within a business environment.
• Excellent written communication skills, with the ability to translate complex or technical information into clear, concise plain English suitable for a broad audience.
• Strong analytical and logical thinking skills, with the ability to follow structured processes, identify issues and support the delivery of accurate system, policy or documentation changes.

Desirable skills

• LP2, CF1 or equivalent Financial Services qualification, or a willingness to work towards a recognised CII qualification.
• Experience conducting system testing, user acceptance testing (UAT), process validation or supporting technology-driven business change.
• Previous experience supporting policy, governance, compliance or regulatory change initiatives within a Financial Services environment.

What's in it for you?

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

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance
• EV salary sacrifice scheme through Tusker

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 [e-mail]

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.