Operations Support Coordinator

St. James’s Place; Cardiff; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in Cardiff is seeking an Operations Support Coordinator to provide essential administrative and operational support to Wealth Management senior managers. The role requires strong prioritisation and coordination skills, along with proficiency in Microsoft Office. The successful candidate will assist in managing workflows, support community events, and ensure effective communication across teams. Benefits include a discretionary annual bonus, competitive leave, and private medical insurance.

Benefits

Discretionary annual bonus

28 days leave plus bank holidays

Private medical insurance

10% non-contributory pension

Qualifications

• Strong prioritisation and coordination skills.
• Proficiency in Microsoft Office and MI data analysis.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide administrative and operational support to senior managers.
• Coordinate digital meeting packs and support Business Partners.
• Manage relationships with key stakeholders and assist in events.

Skills

Prioritisation

Coordination

Communication

Tools

Microsoft Office

Power BI

Salesforce

Job description

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Are you ready to chart your own career path? At SJP, we need talented individuals like yourself to support our evolving culture. If you’re seeking an employer passionate about excellence, innovation, and autonomy, SJP could be the place for you.

At a glance:

• Location: Cardiff Office
• Workplace Type: On-Site
• Employment Type: Permanent
• Seniority: Entry Level

The role:

To provide professional administrative and operational support to a team of Wealth Management (WM) senior managers. To assist and support them in prioritising delivery of targets and manage workflows via planning and operational structure to achieve their objectives.

What you'll be doing:

• Coordinate and prepare digital meeting packs including sourcing and formatting MI when required
• Support Business Partners with Salesforce records to ensure Partner Interactions are recorded and up to date
• Extract data from platforms such as Power BI and Salesforce to provide progress updates to managers
• Support Location Partnership events such as workshops and peer groups, including preparation and coordination with subject matter experts
• Assist in facilitating local community events, managing registration, and serving as a point of contact on the day
• Manage relationships with key stakeholders to support day-to-day queries and knowledge sharing
• Develop awareness of the WM business plan to align activities with strategic priorities
• Reprioritize workload to ensure timely actioning of urgent tasks
• Participate in team meetings, take minutes, and follow up on actions
• Provide holiday cover and support the national operations team during quieter periods
• Support reception duties, including switchboard operation and guest management
• Address facilities issues promptly
• Review and improve processes for efficiency
• Support wider Partnership Operations projects as needed

Impact:

The role impacts day-to-day operations across teams, managers, hub groups, and third-party providers, influencing overall business efficiency and stakeholder relationships.

Candidate profile:

Job Functional Knowledge:

• Strong prioritisation and coordination skills
• Proficiency in Microsoft Office, especially Word, Excel, PowerPoint, and MI data analysis
• Excellent communication skills, both written and verbal
• Understanding of diverse roles within the division
• Ability to make independent decisions and take responsibility for tasks
• Uphold the SJP brand image

Business Expertise:

• Relationship-building skills with a courteous and effective approach
• Effective workload prioritisation
• Ability to work independently and as part of a team
• Positive, proactive attitude with ownership of responsibilities
• Promote the culture of St. James’s Place

Essential Criteria:

• Ability to work in the Cardiff office 5 days a week

What’s in it for you?

We reward your efforts with a discretionary annual bonus, competitive leave (28 days plus bank holidays, with options to purchase extra days), and an online rewards platform offering discounts. Our benefits include parental leave (26 weeks full pay), private medical insurance (optional), and a 10% non-contributory pension that increases with service.

Reasonable Adjustments:

We are committed to equality and inclusion. If you require adjustments during the recruitment process, please contact us at [e-mail].

Next Steps:

If you are excited about this role and meet the criteria, please apply by clicking ‘apply’ below. Our team will contact you. As an FCA-regulated business, please familiarize yourself with conduct regulations and consumer duty obligations before your interview.