Client Transfers Co-Ordinator

St. James’s Place; Cirencester; Hybrid; GBP 21,000 - 27,000; 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 is seeking a detail-oriented Client Transfer Co-Ordinator to join the Partner Finance team in Cirencester. You’ll guide and support on Operations processes, coordinating transfers and stakeholder communications to ensure high-quality service.

As an entry-level role, you’ll develop process improvements, work with internal teams, and contribute to maintaining service standards. A hybrid workplace offers flexibility while delivering strong outcomes for clients and partners.

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

• 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.

Skills

Organisational skills

Prioritisation skills

Communication

Stakeholder management

Tools

Microsoft Office

Excel (VLOOKUP, Pivot tables)

Job description

Posted on: 15/09/2026 – Application Deadline: 28/09/2026

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: 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.

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 please apply, regardless ofwhether you tick every box.