Hybrid Policy & Change Coordinator – Financial Services

St. James's Place; West of England; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

28 days annual leave + bank holidays

Private Medical Insurance

Pension scheme 10-15%

Enhanced Parental Leave

Protection benefits

EV salary sacrifice scheme

Job summary

St. James's Place in Cirencester offers an Associate-level role within the Advice Policy team. The coordinator supports policy changes, guides governance processes and provides tools for advisers to deliver high-quality client outcomes.

You will work across policy updates, guidance documentation and governance forums, collaborating with subject matter experts to implement enhancements and ensure accurate, up-to-date material.

Qualifications

• Experience in Financial Services, with understanding of financial advice processes and regulatory requirements.
• Strong organisational and coordination skills to manage multiple priorities and governance processes.
• Experience supporting change implementation, testing activities, or governance in a business environment.
• Excellent written communication to translate technical information for a broad audience.
• Strong analytical and logical thinking to follow structured processes and deliver policy changes.

Responsibilities

• Support planning, coordination and delivery of Advice Framework and Advice Policy releases.
• Assist with maintenance of suitability letter templates and guidance materials.
• Ensure policy documents and supporting materials stay up to date after changes.
• Maintain document control records and governance documentation.
• Manage queries from Partners and internal stakeholders, escalating as needed.

Skills

Financial services experience

Organisational skills

Coordination & governance

Written communication

Analytical thinking

Education

LP2/CF1 or FS qualification

Tools

Governance tools

Job description

St. James's Place in Cirencester offers an Associate-level role within the Advice Policy team. The coordinator supports policy changes, guides governance processes and provides tools for advisers to deliver high-quality client outcomes.

You will work across policy updates, guidance documentation and governance forums, collaborating with subject matter experts to implement enhancements and ensure accurate, up-to-date material.