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.
About The Role
We’re looking for a detail-oriented and proactive Client Transfer Co‑ordinator to join our Partner Finance team. In this role, you’ll provide expert guidance and support on a range of Partner Finance Operations processes, ensuring requests and queries are managed efficiently and to a high standard. Working closely with internal teams and the Partnership, you’ll play a key part in maintaining service quality, improving processes and delivering strong outcomes for stakeholders.
Responsibilities
- Managing and processing a range of Operations requests and queries, ensuring timely and accurate delivery
- Acting as a key point of contact for stakeholders, providing updates and clear communication on progress and next steps
- Supporting Subject Matter Experts with the coordination and execution of transfers and Partnership-related queries
- Prioritising incoming work effectively, ensuring cases are acknowledged and handled within agreed timelines
- Identifying process gaps and contributing to continuous improvement initiatives to enhance quality and efficiency
- Escalating issues appropriately and working within agreed parameters to resolve problems
- Collaborating with colleagues across the team to ensure a consistent and high-quality service
- Supporting the wider Operations function to reduce BAU demand through effective and accurate delivery
Who we’re looking for
We’re seeking a highly organised and adaptable individual who thrives in a fast‑paced environment. You’ll be a confident communicator with strong problem‑solving skills, able to manage competing priorities while maintaining attention to detail. With a collaborative mindset and a commitment to continuous improvement, you’ll be focused on delivering excellent service to both internal and external stakeholders.
Essential Skills And Experience
- Experience in a similar coordination or operations role within a fast-paced, task-driven environment
- Strong organisational and prioritisation skills with the ability to manage high volumes of work
- Proficiency in Microsoft Office, including intermediate Excel skills (e.g. VLOOKUPs, pivot tables)
- Excellent communication and interpersonal skills, with the ability to engage effectively at all levels
Desirable skills and experience
- Exposure to coding or data tools such as SQL or Power BI
- Knowledge or experience within financial services or Partner Finance environments
Benefits
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 an online rewards platform with a variety of discounts.
- 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 careers@sjp.co.uk.
Apply
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.
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