Case Co-ordinators, Partner Finance - Cirencester, United Kingdom - St. James's Place

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

2 weeks 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.


Case Co-ordinators, Partner Finance

Location:
Cirencester Office


Employment Type:
Permanent


These individuals will manage a range of Partner Finance transactions from allocation to completion in an effective and professional manner delivering a high quality service to the SJP Partnership with clear and timely communication to all stakeholders.

Previous FS/lending/banking experience advantageous but not essential - key skills are communication capability and a pro-active work ethos so that all relevant approvals/ components are obtained and all transactions delivered in a timely and effective manner.


What you'll be doing:


  • Take responsibility for own case load, ensuring delivery within appropriate SLA's and agreed risk/control quality framework.
  • Responsible for ensuring the Partnership receive an appropriate and relevant level of service including regular and clear communications.
  • Commitment to build Subject Matter Expertise on the business sale and purchase proposition, lending policies, loan structuring and a range of Partner Finance transactions.
  • Proficient in handling competing priorities; demonstrating effective planning, organisation and delivery skills.
  • Support Business Readiness plans for changes which have a direct impact on BAU service delivery within Case Management.
  • Proactive contribution to change initiatives within Partner Finance.

Who we're looking for:


  • Good understanding of case management principles.
  • Experience of managing transactions acquisitions, disposals, business restructures (desirable but not essential)
  • Good understanding of the SJP business, Partnership model and Partner Finance proposition.
  • Broad knowledge of wealth management and FS sector trends and of the regulatory environment.
  • Strong analytical skills and comfortable working across various systems (Salesforce, Bluedoor, Optymyze ) and MS Excel/Power Apps.
  • High levels of empathy, resilience and diplomacy when dealing with range of Stakeholders.
  • Able to build and influence strong internal and external networks with technical and nontechnical stakeholders.
  • Strong negotiation skills and an open, engaging, inclusive style.

Special Requirements:

May be required to attend and travel to Partner Meetings and presentations within UK locations


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 diverse 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
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