At a Glance
- Tasks: Oversee complex Partner Finance transactions and provide expert guidance on lending and business sales.
- Company: Dynamic financial services firm focused on operational excellence and partnership.
- Benefits: Competitive salary, professional development, and a collaborative work culture.
- Other info: Opportunity to lead a small team and support career growth.
- Why this job: Make a real impact by managing complex transactions and enhancing partner experiences.
- Qualifications: Experience in financial services with strong communication and organisational skills.
The predicted salary is between 55000 - 65000 € per year.
About the role
We're looking for an experienced Senior BSP Case Manager to oversee the safe and effective execution of complex Partner Finance transactions from allocation through to completion. In this pivotal role, you'll provide expert guidance on lending policy, loan structuring and business sale processes, while acting as a key relationship lead across the wider Partner Finance function. You'll also support operational excellence, contribute to divisional projects, and may run a small team, helping ensure we deliver outstanding Partnership service at every step.
What you'll be doing
- Handling a range of complex transactions end‑to‑end, ensuring all approvals, documentation and legal requirements are delivered accurately and on time.
- Providing expert advice to the Partnership and senior stakeholders on lending, structuring, sales, mergers and restructures.
- Acting as the primary relationship lead for Case Management, chairing regular stakeholder meetings and promoting knowledge sharing.
- Applying SME expertise to support project scoping, process development and continuous improvement across the division.
- Taking responsibility for safe and compliant execution of transactions within your allocated area, including oversight of cases handled by team members.
- Ensuring agreed service levels, KPIs and Partner experience standards are consistently met.
- Serving as a role model for delivering excellent Partner service and championing a positive, collaborative culture.
- Supporting people development through coaching, mentoring, and deputising for the Head of Case Management when required.
Who we're looking for
You’ll bring strong financial services expertise, along with experience running complex, multi‑component transactions in a fast‑paced environment. You will be highly organised, confident working with senior stakeholders, and able to anticipate and resolve issues with diplomacy and sound judgment. Most importantly, you’ll have a passion for delivering exceptional Partner service and driving operational excellence.
Essential Criteria
- Proven experience managing acquisitions, disposals or business restructures within a relevant financial services or operational environment.
- Strong knowledge of lending, loan structuring, credit processes and case management.
- Ability to handle complex, multi‑stakeholder transactions end‑to‑end with excellent attention to detail.
- Excellent communication skills, able to work collaboratively and influence effectively across diverse teams.
- Experience derived from Financial services or banking.
Desirable criteria
- Experience with SJP Partner Finance, BSP scheme rules or similar business sale frameworks.
- Knowledge of tax or legal contracts relating to business transactions.
- Experience gained from the Legal sector.
Senior BSP Case Manager in Cirencester employer: myGwork - LGBTQ+ Business Community
As a Senior BSP Case Manager, you'll thrive in a dynamic environment that champions operational excellence and fosters a collaborative culture. Our commitment to employee development is evident through tailored coaching and mentoring opportunities, ensuring you grow alongside the business while delivering exceptional service to our partners. Located in a vibrant area, we offer a supportive workplace where your expertise in financial services will be valued and recognised.
Contact Detail:
myGwork - LGBTQ+ Business Community Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior BSP Case Manager in Cirencester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Senior BSP Case Manager role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of lending policies and loan structuring. Be ready to discuss how you've handled complex transactions in the past, as this will show you’re the expert we need!
✨Tip Number 3
Showcase your leadership skills! If you’ve mentored or coached others, share those experiences during interviews. We want to see how you can contribute to our positive, collaborative culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Senior BSP Case Manager in Cirencester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior BSP Case Manager role. Highlight your experience with complex transactions and your expertise in lending policy and loan structuring. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about delivering exceptional Partner service and how you can contribute to our team. Be sure to mention any relevant experience with acquisitions or business restructures.
Showcase Your Communication Skills:Since this role involves working with senior stakeholders, it's crucial to demonstrate your excellent communication skills. In your application, give examples of how you've influenced diverse teams or resolved issues diplomatically in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at myGwork - LGBTQ+ Business Community
✨Know Your Stuff
Make sure you brush up on your knowledge of lending policies, loan structuring, and business sale processes. Being able to discuss these topics confidently will show that you're the expert they need for the Senior BSP Case Manager role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed complex transactions or led a team. This will help demonstrate your ability to handle the responsibilities outlined in the job description.
✨Build Rapport with Stakeholders
Since you'll be acting as a primary relationship lead, practice how to engage with senior stakeholders. Think about how you can promote knowledge sharing and collaboration during the interview to highlight your interpersonal skills.
✨Emphasise Operational Excellence
Be ready to discuss how you've contributed to operational excellence in previous roles. Share any experiences where you've improved processes or met service levels, as this aligns perfectly with what they're looking for in a candidate.
