Advice Policy Coordinator

St. James’s Place; United Kingdom; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

28 days annual leave

Private Medical Insurance

Generous Pension Scheme

Enhanced Parental Leave

Protection Benefits

EV salary sacrifice scheme

Job summary

St. James's Place in Cirencester is seeking an Advice Policy Coordinator on a 12-month fixed-term contract.

The role sits in the Advice Policy team, delivering policy changes, guidance, and governance support to advisers, ensuring files and processes stay up to date and compliant. You'll coordinate releases, maintain templates, manage document controls, and collaborate with partners and technical teams to implement improvements.

Qualifications

• Experience in Financial Services and regulatory requirements.
• Strong organisational and coordination skills across multiple priorities.
• Experience supporting change implementation and governance processes.
• Excellent written communication, clear plain English.
• Analytical, structured thinker for processes and changes.
• Willingness to pursue a recognised CII qualification.
• Experience with system testing and UAT.

Responsibilities

• Support planning, coordination and delivery of Advice Framework, Aptus and Advice Assistant releases.
• Assist with maintenance and development of suitability letter templates.
• Ensure policy documents and guidance remain accurate after changes.
• Maintain document control records and governance processes across Advice Policy.
• Manage and resolve queries from Partners and internal stakeholders.
• Support governance forums; track actions and outcomes.
• Coordinate change activities; ensure timely implementation.
• Build relationships across the business to drive collaboration and progress.
• Work with SMEs and technical teams to improve policy and processes.
• Contribute to continuous improvement of advice guidance and tools.

Skills

Financial Services

Organisational skills

Change management

Communication skills

Technical testing

Policy governance

UAT experience

Regulatory change

Documentation clarity

Stakeholder management

Education

LP2/CF1 qualification

Job description

Posted on: 26/08/2026 – Application Deadline: 09/09/2026

Are you ready tochart 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.
• 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.

Our benefits include:

• 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 equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at [e-mail]
Research tells usthat applicants (especially those from underrepresented groups) can be put offfrom applying for a role if they do not meet all the criteria or have been onan extended career-break. If you think you would be a good match for this role andcan demonstrate some transferable experience

What's next?

If you're excitedabout this role and believe you have the skills and experience we're lookingfor, we'd love to hear from you!
As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.