Are you ready tochart your own career path With our refreshed strategy were 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
Were looking for a highly organised and diligent CSAs & Assignments Operations Co-Ordinator to join our Partner Finance Operations this role youll support the day-to-day delivery of Client Servicing Agreements (CSAs) and Assignment transactions ensuring cases are managed efficiently accurately and in line with regulatory requirements internal policies and our commitment to delivering excellent client outcomes. Youll work closely with a range of stakeholders across the business providing guidance building positive relationships and helping to continuously improve processes and the overall Partner experience.
What Youll Be Doing
Managing Assignment and CSA transactions from initiation through to completion ensuring all activities are completed within agreed service levels and control frameworks.
Case managing transactions in line with Commercial Policy Conflict of Interest Policy and Consumer Duty requirements to support good client outcomes.
Compiling valuations for SJP-owned income streams in accordance with established processes and quality standards.
Providing advice and guidance to Financial Management Teams (FMTs) Partners and key stakeholders on Assignment and CSA-related matters.
Supporting the smooth transfer of client relationships following business sales Partner departures and servicing arrangement changes.
Attending Leavers & Client Servicing Solutions forums supporting decision tracking and documenting actions and outcomes.
Building and maintaining strong relationships with divisional teams administration centres and other key stakeholders to ensure an effective pipeline of new and existing cases.
Finding opportunities to improve processes controls and service delivery and supporting the implementation of operational enhancements.
Maintaining a strong understanding of regulatory requirements and ensuring all work supports fair customer outcomes and business objectives.
About You
Youre a proactive and collaborative operations professional with a keen eye for detail and a passion for delivering high-quality service. You enjoy working in a fast-paced environment managing multiple priorities while maintaining accuracy and strong risk awareness. Comfortable working with a variety of stakeholders you can confidently communicate complex information and build effective working relationships across the business.
Essential Criteria
Experience working within an operations administration or business support environment ideally within financial services.
Advanced proficiency in Microsoft Excel with the ability to analyse data manage valuations and produce accurate outputs.
Experience using Salesforce and My Practice with the ability to manage workflows and case activity effectively.
Strong organisational communication and stakeholder management skills with the ability to work accurately within policy regulatory and control frameworks.
Desirable Skills
Experience using Power Apps to manage workflow and case management processes.
Knowledge of Partner remuneration wealth management operations client servicing agreements assignments or similar financial services processes.
-
Whats in it for you
Whatever stage of life youre 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 youll 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 coverincome protection and life assurance
EV salary sacrifice scheme through Tusker
Reasonable Adjustments Were 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 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.
Whats next
If youre excitedabout this role and believe you have the skills and experience were lookingfor wed love to hear from you! Please submit an application by clickingapply below and our team will be in touch. As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.
Are you ready tochart your own career path With our refreshed strategy were 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 w...
Are you ready tochart your own career path With our refreshed strategy were 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
Were looking for a highly organised and diligent CSAs & Assignments Operations Co-Ordinator to join our Partner Finance Operations this role youll support the day-to-day delivery of Client Servicing Agreements (CSAs) and Assignment transactions ensuring cases are managed efficiently accurately and in line with regulatory requirements internal policies and our commitment to delivering excellent client outcomes. Youll work closely with a range of stakeholders across the business providing guidance building positive relationships and helping to continuously improve processes and the overall Partner experience.
What Youll Be Doing
Managing Assignment and CSA transactions from initiation through to completion ensuring all activities are completed within agreed service levels and control frameworks.
Case managing transactions in line with Commercial Policy Conflict of Interest Policy and Consumer Duty requirements to support good client outcomes.
Compiling valuations for SJP-owned income streams in accordance with established processes and quality standards.
Providing advice and guidance to Financial Management Teams (FMTs) Partners and key stakeholders on Assignment and CSA-related matters.
Supporting the smooth transfer of client relationships following business sales Partner departures and servicing arrangement changes.
Attending Leavers & Client Servicing Solutions forums supporting decision tracking and documenting actions and outcomes.
Building and maintaining strong relationships with divisional teams administration centres and other key stakeholders to ensure an effective pipeline of new and existing cases.
Finding opportunities to improve processes controls and service delivery and supporting the implementation of operational enhancements.
Maintaining a strong understanding of regulatory requirements and ensuring all work supports fair customer outcomes and business objectives.
About You
Youre a proactive and collaborative operations professional with a keen eye for detail and a passion for delivering high-quality service. You enjoy working in a fast-paced environment managing multiple priorities while maintaining accuracy and strong risk awareness. Comfortable working with a variety of stakeholders you can confidently communicate complex information and build effective working relationships across the business.
Essential Criteria
Experience working within an operations administration or business support environment ideally within financial services.
Advanced proficiency in Microsoft Excel with the ability to analyse data manage valuations and produce accurate outputs.
Experience using Salesforce and My Practice with the ability to manage workflows and case activity effectively.
Strong organisational communication and stakeholder management skills with the ability to work accurately within policy regulatory and control frameworks.
Desirable Skills
Experience using Power Apps to manage workflow and case management processes.
Knowledge of Partner remuneration wealth management operations client servicing agreements assignments or similar financial services processes.
-
Whats in it for you
Whatever stage of life youre 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 youll 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 coverincome protection and life assurance
EV salary sacrifice scheme through Tusker
Reasonable Adjustments Were 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 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.
Whats next
If youre excitedabout this role and believe you have the skills and experience were lookingfor wed love to hear from you! Please submit an application by clickingapply below and our team will be in touch. As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.
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