St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients. We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves. Location: Cirencester Office Workplace Type: Hybrid Employment Type: Permanent Seniority: Entry Level As an Operations Coordinator within our Partner Finance Division, you will be at the heart of our operations, supporting the integrity of the Partner Business Valuations Model, driving projects, and ensuring smooth communication with key Partners across the business. You’ll play a vital part in ensuring operational efficiency and contributing to business success. This role plays a critical part in supporting the Partner Business Valuations, a business critical tool for decision making within the Partner Finance Division. You will be working directly with key team members, including SJP Partners undergoing critical transitions such as retirement or business exits, making your contribution invaluable to both their success and ours. What you'll be doing: Support and maintain the Partner Business Valuation Model – Ensure the ongoing accuracy and integrity of the model, contributing to both business as usual tasks and project work. Data Analysis – Conduct weekly data checks, analyse results, and communicate findings to both technical and non-technical audiences. Continuous Improvement – Identify and implement opportunities for operational efficiency and improvements in execution. Partner Engagement – Be the main point of contact for queries related to the Valuation Model, ensuring timely and accurate responses. Quality Control – Develop a strong QC mentality to supervise model checks, persistency reviews, and valuations, maintaining high standards throughout. What you'll bring: Technical Skills – Proficiency in Excel is important, and experience with Salesforce is desirable but full training on all systems will be provided. Problem Solving & Analytical Skills – A continuous improvement approach and the ability to adapt processes to meet Partner needs. Communication – Ability to engage and explain sophisticated concepts to Partners and team members at all levels, encouraging positive relationships. A collaborative mindset with a dedication to acting with integrity and care. Commercial awareness and an understanding of how your work impacts the broader business. Resilience and emotional intelligence when managing critical customer relationships. What's in it for you? Private Medical paid for by Company. Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness. Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching. Parental leave – 6 months full pay 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits) Flexible Working We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation 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. 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 careerssjp.co.uk What's next? Our team will be in touch. 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.