Operations Coordinator

  • Financial Services
  • Cirencester
  • 14/02/2024
  • Permanent
  • Featured

Job Overview

Job Type
Date Posted:

Additional Detail

Job ID
Work Location
Remote and/or Onsite

Job Description

If the link to apply for no longer works this may be because the job opportunity has closed early. We occasionally close vacancies early due to high volumes of applications. We would therefore recommend you complete your application prior to the closing date which is for guidance only.

St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent 

Seniority: Entry Level

We're on the lookout for a highly motivated Operations Coordinator to join our dynamic team. As an Operations Coordinator, you'll play a critical role in ensuring the smooth functioning of our business operations and provide expert advice and guidance to the Field Management Team and Partnership on all aspects of Partner Finance Operations processes. You'll also support the Operations Team Leader in assessing and processing requests received, ensuring cases are appropriately prioritised and acknowledged.

The role plays an important part in the stabilisation of this business-critical team, providing an opportunity to work with a variety of internal and external partners, ensuring the ongoing success of the flagship Business Sale & Purchase scheme.

What you'll be doing:

As an Operations Coordinator you'll be accountable for the processing of a range of Operations requests that are post sale and purchase. These can range in complexity, and you'll ensure that all parties are fully aware of next steps and progress.

These processes can include;

  • Handling Partner calls relating to system access
  • Partner summary reconciliations
  • Manual adjustments on Partner summaries – collaborating closely with the Field Management Team and Partners
  • Reviewing and Logging emails from Partners into Excel
  • Providing Partners loan information using various systems - Power BI / Agresso
  • Requesting loan statements from banks
  • Data cleansing in Salesforce - Review outstanding cases, and taking the appropriate action.
  • Reviewing and prioritising new transfer requests in Salesforce

Who we're looking for:

  • You'll be experienced in using Microsoft Office package to an intermediate or advanced level in particular Excel (e.g. VLookUp, formulas and pivot tables).
  • Good relationship building skills and great communication skills, both written and verbal
  • Experience in a similar Coordinator role or similar working environment is desirable
  • Experience of a high volume, task orientated role is desirable but not essential
  • Previous exposure to coding (e.g., SQL) is an advantage but not essential
  • Good problem-solving skills

Special Requirements:

  • Will be required to attend & travel to meetings and presentations within UK locations on an ad hoc basis.

What's in it for you?

  • Private Medical - up to family cover paid for by Company– via BUPA.*
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
  • Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
  • Parental leave – 6 months full pay
  • 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday

*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working

We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!

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.

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 [email protected]

What's next?

Our team will be in touch. 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.

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