Partner Transition Consultant

St. James's Place; Cardiff; Hybrid; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Annual leave 28+ days

Private medical insurance

Pension scheme

Parental leave

Life assurance

EV salary sacrifice

Job summary

St. James's Place is seeking a Partner Transition Consultant to join the Partnership Support team on a 6-month fixed-term basis. The role supports Partners, clients and the business through periods of change.

As a subject matter expert in Partner Transitions, you’ll manage sensitive cases balancing regulatory, operational and commercial considerations, while guiding decisions and shaping transition processes.

Qualifications

• Experience in regulated financial services and delivering good client outcomes.
• Strong analytical skills and comfort with large data sets to inform decisions.
• Excellent communication, organisation and ability to manage multiple priorities.

Responsibilities

• Support Partner transition activity, including exits, suspensions and client reallocations.
• Coordinate complex cases from assessment through to completion in line with governance.
• Analyse client and adviser data to identify risks and support decision-making.
• Collaborate with stakeholders to agree practical solutions and drive positive outcomes.
• Identify receiving advisers and ensure recommendations and activity are completed.
• Provide guidance on vulnerable client considerations and post-exit matters.
• Assist with escalated queries, complaints and sensitive cases as needed.
• Contribute to ongoing process improvements, controls and reporting.
• Ensure Consumer Duty principles remain central to recommendations and actions.
• Build cross-functional relationships to influence outcomes during transitions.

Skills

Analytical skills

Stakeholder management

Data analysis

Excel

Tools

Salesforce

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, Bristol, Solihull or Newcastle

Workplace Type: Hybrid 2 Days in Office 3 days remote

Employment Type: 6 month Fixed-Term Contract

Seniority: Mid-Senior Level

About The Role

At St. James's Place, our purpose is to help people make the most of life by delivering trusted financial advice and excellent client outcomes. We're looking for a Partner Transition Consultant to join our Partnership Support team on 6 month fixed-term basis, playing a key role in supporting Partners, clients and the wider business through periods of change.

This is a varied and rewarding opportunity for someone who enjoys solving complex problems, building strong relationships and making a genuine impact. As a subject matter expert within Partner Transitions, you'll manage a wide range of sensitive and often complex cases, helping to ensure clients continue to receive the support they need while balancing regulatory, operational and commercial considerations.

Working closely with the Partner Transitions Lead and colleagues across the business, you'll have the opportunity to influence decisions, provide expert guidance and contribute to the ongoing development of transition processes that support both clients and advisers. If you're looking for a role where no two days are the same and where your expertise can directly contribute to positive client outcomes, we'd love to hear from you.

What you'll be doing

• Support the delivery of Partner transition activity, including Partner exits, suspensions and client reallocations.
• Coordinate complex and sensitive cases from initial assessment through to completion, ensuring activity is managed effectively and in line with governance requirements.
• Analyse client and adviser data to identify risks, evaluate options and support informed decision-making.
• Work collaboratively with stakeholders across the business to agree practical solutions and drive positive client outcomes.
• Identify and coordinate suitable receiving advisers, ensuring recommendations and associated activity are completed efficiently.
• Provide guidance and support on vulnerable client considerations, transition activity and post-exit matters.
• Support the resolution of escalated stakeholder and client queries, complaints and sensitive cases where required.
• Contribute to continuous improvements in processes, controls, reporting and the overall client experience.
• Ensure Consumer Duty principles remain central to recommendations, actions and decisions.
• Build effective relationships across the business, using your expertise and judgement to influence outcomes and support successful transitions.

About you

You're naturally analytical and able to use data, insight and sound judgement to make balanced recommendations, even when navigating ambiguity or competing priorities. You build credibility quickly and are confident engaging with stakeholders at all levels. Whether you're presenting recommendations, challenging constructively or working through sensitive situations, you're able to communicate with clarity, professionalism and empathy. Most importantly, you'll share our commitment to delivering positive client outcomes and will bring a collaborative approach to everything you do, working closely with colleagues and stakeholders to achieve the best possible results.

Essential Criteria

You’ll have experience working within a regulated financial services environment and a strong understanding of the importance of delivering good client outcomes. You’ll possess excellent analytical skills and be comfortable working with large volumes of data to support informed decision-making. Strong Excel capabilities, excellent organisational skills and the ability to run multiple priorities simultaneously are all key requirements for success in this role.

We’re looking for someone with proven experience managing collaborators who can influence, challenge and negotiate effectively while maintaining positive working relationships. You’ll be highly meticulous, able to exercise sound judgement in complex situations and confident working independently with minimal supervision. Excellent communication skills and the ability to handle sensitive and confidential information with professionalism are essential.

Desirable Criteria

Experience of adviser, Partner or client transition activity would be advantageous, particularly within a wealth management or financial advice environment. Knowledge of client reallocation processes, vulnerable client considerations and complaint handling would also be beneficial.

You’ll stand out if you have experience working with Salesforce, a strong understanding of adviser business models or previous involvement in driving process improvements and operational change within a regulated 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.

• 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]

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

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.