Case Co-ordinator

1 week ago

Cirencester, Gloucestershire, United Kingdom St. James's Place Full time
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 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:
Associate


Join our team as a Case Coordinator, where your pivotal role in delivering Partner Finance services will make a significant impact.

As a key player in managing transactions related to sensitive life events such as divorce, retirement, and exits, you'll be at the forefront of providing direct and empathetic support to our valued Partners.

Recognising the strategic importance of our Business Succession Plan (BSP) in recruitment and retention, your dedication to delivering outstanding service and assistance throughout and after transactions is crucial.

Your responsibilities will encompass efficiently handling a spectrum of Partner Finance transactions, ensuring seamless allocation to completion.

By taking ownership, demonstrating accountability, and proactively addressing any challenges, you'll contribute to the successful planning, project management, and resolution of issues.

Upholding a standard of excellence, your clear and timely communication will strengthen partnerships and cultivate a high-quality service environment. Join us in crafting positive client outcomes, growing SJP retention, and unlocking new business opportunities for the future.

What you'll be doing:

  • Take ownership for own case load, ensuring delivery within appropriate SLA's and agreed risk/control quality framework.
  • Provide expert advice and mentorship to the Partnership and Field Management Team on all aspects of relevant Partner Finance transactions (e.g. BSPs, MBIs, Mergers and Demergers).
  • Responsible for ensuring the Partnership receive an appropriate level of service including regular and clear communications.
  • Dedication to build Subject Matter Expertise on the business sale and purchase ("BSP") proposition, lending policies, loan structuring and a range of Partner Finance transactions.
  • Able to anticipate issues or risks and develop mitigating actions by working with a broad range of collaborators across the business.
  • Proficient in handling competing priorities; demonstrating effective planning, organisation and delivery skills applied to daily workloads.
  • Work closely with the wider Partner Finance division, in particular colleagues in Consultancy, New Lending and Operations
  • Support Business Readiness plans for changes which have a direct impact on BAU service delivery within Case Management.

Who we're looking for:

  • Strong understanding of case management principles is desirable
  • Experience of managing transactions acquisitions, disposals, business restructures is desirable
  • Good understanding of small business transactions acquisitions, disposals, restructures
  • Strong analytical skills and comfortable working across various systems (Salesforce, Bluedoor, Optymyze) and MS Excel / Power Apps.
  • High levels of emotional intelligence, resilience and tact when dealing with a range of parties.
  • The ability to build and influence a strong internal and external network is crucial; including technical and nontechnical collaborators.
  • Strong negotiation skills required, and an ability to remain impartial

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

What's in it for you?

  • Private Medical up to family cover paid for by Company
- via BUPA. No excess for claims.

  • 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 fulltime 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 pleas

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