Operations Coordinator - Cirencester, United Kingdom - St. James's Place

St. James's Place
St. James's Place
Verified Company
Cirencester, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
Who we are

People have always been at the heart of St.

James's Place, we value long-term relationships and we are a home for people who care about the future - financially, environmentally and socially.

These core values have enabled us to become a leading FTSE 100 Wealth Management company.


Location:
Cirencester Office (Hybrid working - 2 days in the office p/w)


Employment Type:
Permanent


As an Operations Coordinator you'll provide expert advice and guidance to the Field Management Team and Partnership on all aspects of Partner Finance Operations processes and any related matters.

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
  • Providing Partners loan information using various systems
  • Power BI / Agresso
  • Requesting loan statements from banks
  • Issue to Partners once received.
  • Data cleansing in Salesforce
  • Review outstanding cases, and taking the appropriate action.
  • Reviewing and prioritising new transfer requests in Salesforce
  • Approving My Practice transfers, that have been submitted by Partners

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 problemsolving skills

Special Requirements:


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

Flexible Working
We understand that employees work best in different ways, at different times and in different environments.

We value all of our employees and appreciate that everyone is unique, and at one of many stages within their career.

Recognising this, 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 where it can be accommodated, so please ask the question and start a conversation


Why work for us?

Our Rewards
In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefits package including:

  • Non-Contributory Pension
  • 10% (increasing with length of service) with further pension matching
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
  • Best in class terms and conditions including 6 months paid parental leave.
  • Private Medical and Dental Insurance
  • 28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
  • Discretionary bonus scheme dependent on company and personal performance, varied by level
  • Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)

Our Culture


Our culture is the glue that binds us together - It's one of our biggest assets and one of the biggest reasons for our success.

It's underpinned by core values of doing the right thing, being the best version of ourselves and investing in long term relationships.

We want to embrace a diverse group of backgrounds and experiences to connect with clients, solve problems and innovate. We raise our voice on the things that matter to us and drive change from the front. Contributing to our inclusive culture is vital, ensuring a space for everyone to be their authentic self, no compromises.

In all we do, we consider how our work affects the communities in which we belong. Over 96% of our group employees are involved in supporting our communities through financial education, charitable giving and volunteering. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 3rd largest corporate ch
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