Client Transfers Co-Ordinator

St. James's Place; Cirencester; Hybrid; GBP 24,000 - 28,000; Full time

Benefits offered by this job

28 days annual leave

Private medical insurance

Pension scheme

Parental leave

Critical illness cover

Income protection

Life assurance

EV salary sacrifice

Job summary

St. James's Place is seeking a detail-oriented Client Transfer Co-ordinator to join the Partner Finance team in our Cirencester office.

The role focuses on guiding and supporting Operations processes, ensuring timely handling of requests, and maintaining high service standards across internal teams and the Partnership. You will coordinate transfers, respond to queries, and work with Subject Matter Experts to improve processes, delivering strong outcomes for stakeholders.

Qualifications

• 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 volumes of work.
• Proficiency in Microsoft Office, including intermediate Excel skills (e.g. VLOOKUPs, pivot tables).
• Excellent communication and interpersonal skills, with the ability to engage effectively at all levels.

Responsibilities

• Manage and process a range of Operations requests and queries, ensuring timely and accurate delivery.
• Act as a key point of contact for stakeholders, providing updates and clear communication on progress and next steps.
• Support Subject Matter Experts with the coordination and execution of transfers and Partnership-related queries.
• Prioritise incoming work effectively, ensuring cases are acknowledged and handled within agreed timelines.
• Identify process gaps and contribute to continuous improvement initiatives to enhance quality and efficiency.
• Escalate issues appropriately and work within agreed parameters to resolve problems.
• Collaborate with colleagues across the team to ensure a consistent and high-quality service.
• Support the wider Operations function to reduce BAU demand through effective and accurate delivery.

Skills

Coordination

Operations

Microsoft Office

Excel (VLOOKUP, Pivot)

Communication

Prioritisation

Stakeholder management

Tools

SQL

Power BI

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: Permanent

Seniority: Entry Level

About The Role

We’re looking for a detail-oriented and proactive Client Transfer Co-Ordinator to join our Partner Finance team. In this role, you’ll provide expert guidance and support on a range of Partner Finance Operations processes, ensuring requests and queries are managed efficiently and to a high standard. Working closely with internal teams and the Partnership, you’ll play a key part in maintaining service quality, improving processes and delivering strong outcomes for stakeholders.

What you’ll be doing

• Managing and processing a range of Operations requests and queries, ensuring timely and accurate delivery
• Acting as a key point of contact for stakeholders, providing updates and clear communication on progress and next steps
• Supporting Subject Matter Experts with the coordination and execution of transfers and Partnership-related queries
• Prioritising incoming work effectively, ensuring cases are acknowledged and handled within agreed timelines
• Identifying process gaps and contributing to continuous improvement initiatives to enhance quality and efficiency
• Escalating issues appropriately and working within agreed parameters to resolve problems
• Collaborating with colleagues across the team to ensure a consistent and high-quality service
• Supporting the wider Operations function to reduce BAU demand through effective and accurate delivery

Who we’re looking for

We’re seeking a highly organised and adaptable individual who thrives in a fast-paced, environment. You’ll be a confident communicator with strong problem-solving skills, able to manage competing priorities while maintaining attention to detail. With a collaborative mindset and a commitment to continuous improvement, you’ll be focused 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 volumes of work
• Proficiency in Microsoft Office, including intermediate Excel skills (e.g. VLOOKUPs, pivot tables)
• Excellent communication and interpersonal skills, with the ability to engage effectively at all levels

Desirable skills and experience

• Exposure to coding or data tools such as SQL or Power BI
• Knowledge or experience within financial services or Partner Finance environments

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.