Policy Change Coordinator – Financial Services

St. James’s Place; United Kingdom; Hybrid; GBP 32,000 - 52,000; 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 in Cirencester is seeking an Advice Policy Coordinator on a 12-month fixed-term contract.

The role sits in the Advice Policy team, delivering policy changes, guidance, and governance support to advisers, ensuring files and processes stay up to date and compliant. You'll coordinate releases, maintain templates, manage document controls, and collaborate with partners and technical teams to implement improvements.

Qualifications

• Experience in Financial Services and regulatory requirements.
• Strong organisational and coordination skills across multiple priorities.
• Experience supporting change implementation and governance processes.
• Excellent written communication, clear plain English.
• Analytical, structured thinker for processes and changes.
• Willingness to pursue a recognised CII qualification.
• Experience with system testing and UAT.

Responsibilities

• Support planning, coordination and delivery of Advice Framework, Aptus and Advice Assistant releases.
• Assist with maintenance and development of suitability letter templates.
• Ensure policy documents and guidance remain accurate after changes.
• Maintain document control records and governance processes across Advice Policy.
• Manage and resolve queries from Partners and internal stakeholders.
• Support governance forums; track actions and outcomes.
• Coordinate change activities; ensure timely implementation.
• Build relationships across the business to drive collaboration and progress.
• Work with SMEs and technical teams to improve policy and processes.
• Contribute to continuous improvement of advice guidance and tools.

Skills

Financial Services

Organisational skills

Change management

Communication skills

Technical testing

Policy governance

UAT experience

Regulatory change

Documentation clarity

Stakeholder management

Education

LP2/CF1 qualification

Job description

St. James's Place in Cirencester is seeking an Advice Policy Coordinator on a 12-month fixed-term contract.

The role sits in the Advice Policy team, delivering policy changes, guidance, and governance support to advisers, ensuring files and processes stay up to date and compliant. You'll coordinate releases, maintain templates, manage document controls, and collaborate with partners and technical teams to implement improvements.