Are you ready tochart 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: 6 month Fixed-Term Contract
Seniority: Mid-Senior Level
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
1. Handling a range of complex transactions end‑to‑end, ensuring all approvals, documentation and legal requirements are delivered accurately and on time.
2. Providing expert advice to the Partnership and senior stakeholders on lending, structuring, sales, mergers and restructures.
3. Acting as the primary relationship lead for Case Management, chairing regular stakeholder meetings and promoting knowledge sharing.
4. Applying SME expertise to support project scoping, process development and continuous improvement across the division.
5. Taking responsibility for safe and compliant execution of transactions within your allocated area, including oversight of cases handled by team members.
6. Ensuring agreed service levels, KPIs and Partner experience standards are consistently met.
7. Serving as a role model for delivering excellent Partner service and championing a positive, collaborative culture.
8. 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:
9. Proven experience managing acquisitions, disposals or business restructures within a relevant financial services or operational environment.
10. Strong knowledge of lending, loan structuring, credit processes and case management.
11. Ability to handle complex, multi‑stakeholder transactions end‑to‑end with excellent attention to detail.
12. Excellent communication skills, able to work collaboratively and influence effectively across diverse teams.
13. Experience derived from Financial services or banking
Desirable criteria:
14. Experience with SJP Partner Finance, BSP scheme rules or similar business sale frameworks.
15. Knowledge of tax or legal contracts relating to business transactions.
16. Experience gained from the Legal sector
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:
17. Competitive parental leave (26 weeks full pay)
18. Private medical insurance (optional taxable benefit)
19. 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.