Case Co-ordinator

Are you ready to chart your own career path? With our refreshed strategy, we're 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:
Associate

*The role:*
The Partner Finance team create an efficient marketplace for Partners (our financial advisers) to grow and realise the value of their business whilst ensuring good client outcomes.

Your role will be to take ownership of, and coordinate, a range of Partner Finance transactions from allocation to completion in an efficient manner, resolving any issues identified. You'll deliver a high-quality service to the Partnership, demonstrating clear and timely communication to all stakeholders.

*What you'll be doing:*

• Take responsibility for managing a caseload of around 10-15 transactions, ensuring delivery within appropriate SLA's and agreed risk/control quality framework.
• Provide support for 6-months post-completion.
• Responsible for ensuring the Partnership receive an effective and relevant level of service including regular and clear communications.
• Commitment to building subject matter expertise on the Business Sale and Purchase ("BSP") proposition, lending policies, loan structuring and a range of Partner Finance transactions.
• Liaise with our Legal dept and solicitors for specialist advice when required.
• You'll work collaboratively with the wider Partner Finance division, in particular colleagues in Consultancy, New Lending and Operations.

*Essential Criteria*

• Experience of delivering business critical tasks in a related industry/subject (preferably within Financial Services).
• High levels of empathy, resilience and diplomacy when dealing with a range of parties.
• The ability to build and influence a strong internal and external network is essential; including technical and non-technical stakeholders.
• Able to provide clear and effective communication with range of seniority and skillsets within the Partner Finance division and Field Management Team (FMT).
• Proficient in handling competing priorities; demonstrating effective planning, organisation and delivery skills applied to daily workloads.
• Effective in working one-to-one with Partners as well as strong team collaboration skills.
• Relevant experience may include candidates with experience as mortgage advisers, banking or specialist customer/client liaison roles.
• IT savvy with the ability to use a range of systems/tools effectively.

What's in it for you?
We reward you for the work you do,
whether that's through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.

We also have benefits to support whatever stage of life you are in, including:

• Competitive parental leave (26 weeks full pay)
• Private medical insurance (optional taxable benefit)
• 10% non-contributory pension (increasing with length of service)

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

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.

What's next?
If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you Please submit an application by clicking 'apply' below and 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.