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This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Responsibilities
* To support the BAU Delivery of Assignments of income and Client Servicing Agreements (CSAs), and to support relevant process developments across Partner Finance as applicable.
* Case manage Assignment & CSA transactions in line with Commercial Policy, Conflict of Interest Policy and Consumer Duty.
* To provide advice and guidance (consultancy) to the FMT and Partnership on all aspects of the Partner Finance Operations proposition, particularly matters relating to Assignments and CSAs.
* Support BAU Service Delivery (Assignments and CSAs) within appropriate SLA's and agreed risk/control quality framework, and help develop solutions to improve the end-to-end Partner service experience. For Assignments and CSAs, this covers all transactions involving an SJP-owned entity (principally SJP Wealth Management and SJP PCP), in addition to Deceased Partner cases.
* Compile valuations for SJPPCP and SJPWM-owned income streams under agreed process and quality control framework.
* Case manage Assignment & CSA cases in line with Commercial Policy, Conflict of Interest Policy and Consumer Duty (to support good client outcomes). Ensure correct contract type is used in each transaction.
* Attend "Leavers & Client Servicing Solutions (L&CSS)" forum; and support note taking of decisions and/or actions arising from these sessions.
* Develop strong relationships with key divisional, FMT and admin centre stakeholders to ensure a smooth pipeline of new & existing cases.
Essential Criteria
* Must have Excel skills, macros, etc
* Experience in an Operations or a similar high workload environment
* Good communication skills; both written and verbal to a wide variety of stakeholders.
* Good problem solving skills
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Management and Manufacturing
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Cirencester, England, United Kingdom
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