CSAs & Assignments Operations Co-Ordinator in Cirencester

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: Entry Level

About the Role

We're looking for a highly organised and diligent CSAs & Assignments Operations Co-Ordinator to join our Partner Finance Operations team. In this role, you'll support the day-to-day delivery of Client Servicing Agreements (CSAs) and Assignment transactions, ensuring cases are managed efficiently, accurately and in line with regulatory requirements, internal policies and our commitment to delivering excellent client outcomes. You'll work closely with a range of stakeholders across the business, providing guidance, building positive relationships and helping to continuously improve processes and the overall Partner experience.

What You'll Be Doing

• Managing Assignment and CSA transactions from initiation through to completion, ensuring all activities are completed within agreed service levels and control frameworks.
• Case managing transactions in line with Commercial Policy, Conflict of Interest Policy and Consumer Duty requirements to support good client outcomes.
• Compiling valuations for SJP-owned income streams in accordance with established processes and quality standards.
• Providing advice and guidance to Financial Management Teams (FMTs), Partners and key stakeholders on Assignment and CSA-related matters.
• Supporting the smooth transfer of client relationships following business sales, Partner departures and servicing arrangement changes.
• Attending Leavers & Client Servicing Solutions forums, supporting decision tracking and documenting actions and outcomes.
• Building and maintaining strong relationships with divisional teams, administration centres and other key stakeholders to ensure an effective pipeline of new and existing cases.
• Finding opportunities to improve processes, controls and service delivery, and supporting the implementation of operational enhancements.
• Maintaining a strong understanding of regulatory requirements and ensuring all work supports fair customer outcomes and business objectives.

About You

You're a proactive and collaborative operations professional with a keen eye for detail and a passion for delivering high-quality service. You enjoy working in a fast-paced environment, managing multiple priorities while maintaining accuracy and strong risk awareness. Comfortable working with a variety of stakeholders, you can confidently communicate complex information and build effective working relationships across the business.

Experience working within an operations, administration or business support environment, ideally within financial services.

Advanced proficiency in Microsoft Excel, with the ability to analyse data, manage valuations and produce accurate outputs.

Experience using Salesforce and My Practice, with the ability to manage workflows and case activity effectively.

Strong organisational, communication and stakeholder management skills, with the ability to work accurately within policy, regulatory and control frameworks.

Experience using Power Apps to manage workflow and case management processes.

Knowledge of Partner remuneration, wealth management operations, client servicing agreements, assignments or similar financial services processes.

Essential Criteria

• Experience working within an operations, administration or business support environment, ideally within financial services.
• Advanced proficiency in Microsoft Excel, with the ability to analyse data, manage valuations and produce accurate outputs.
• Experience using Salesforce and My Practice, with the ability to manage workflows and case activity effectively.
• Strong organisational, communication and stakeholder management skills, with the ability to work accurately within policy, regulatory and control frameworks.

Desirable Skills

• Experience using Power Apps to manage workflow and case management processes.
• Knowledge of Partner remuneration, wealth management operations, client servicing agreements, assignments or similar financial services processes.

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond. In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Private Medical Insurance – company-funded cover for you and your immediate family.
• Generous Pension Scheme – a non-contributory employer contribution of 10%, increasing with length of service up to 15%, plus the opportunity to increase this through salary sacrifice.
• Enhanced Parental Leave – up to 26 weeks' full pay to support growing families.
• Protection Benefits – company-funded critical illness cover, income protection, and life assurance.
• EV salary sacrifice scheme through Tusker.

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 careers@sjp.co.uk.