St. James’s Place
Case Co-Ordinator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Case Coordinator – Partner Finance (Associate) | Cirencester Office
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.
Location & Working Arrangements
- Location: Cirencester Office
- Workplace Type: Hybrid (2 days in the office)
- Employment Type: Permanent
- Seniority Level: Associate
About the Role
We’re seeking a highly organised and proactive Case Coordinator to join our Partner Finance team, supporting the delivery of a broad range of Partner Finance transactions. In this role, you will oversee transactions from allocation through to completion, ensuring a high-quality, efficient, and compliant service. Working closely with internal teams and external stakeholders, you’ll help facilitate seamless business transitions for our Partners while upholding outstanding communication and service standards.
Key Responsibilities
-
Case Management
- Oversee a caseload of Partner Finance transactions, ensuring delivery aligns with agreed SLAs and risk frameworks.
- Coordinate end-to-end transaction workflows, including securing approvals and compiling essential documentation (e.g. legal contracts, credit approvals).
-
Stakeholder Engagement
- Act as the primary point of contact for Partners, delivering clear, timely, and supportive communication throughout the transaction process.
- Support business sale and purchase (BSP) activities, lending processes, and other structured transactions (e.g. mergers, restructures).
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
-
Risk & Decision-Making
- Identify risks or operational bottlenecks early and collaborate with stakeholders to implement mitigating solutions.
-
Operational Excellence & Collaboration
- Manage competing deadlines, demonstrating strong planning, organisational, and multi-tasking skills.
- Work across Partner Finance teams—including Consultancy, Lending, and Operations—to ensure smooth execution.
- Contribute to continuous improvement, refining service quality and operational efficiency.
-
Change & Implementation
- Support the rollout of business changes and readiness activities, ensuring seamless adjustments to day-to-day operations.
Who You Are
We’re looking for a resilient, diligent individual who thrives in a dynamic environment. Ideal candidates will be:
- Strong communicators, adept at managing multiple priorities while maintaining accuracy and professionalism.
- Proactive and collaborative, comfortable navigating complex scenarios and fostering trust-based relationships with diverse stakeholders.
Essential Skills & Experience
- Proven expertise in managing business-critical processes or casework, ideally within financial services (or a comparable field).
- Exceptional organisational skills, with the ability to handle multiple transactions simultaneously.
- Outstanding stakeholder management and interpersonal communication—able to build influence and instant rapport.
- Strong analytical skills with confidence working in systems/toolsets (e.g. Excel, case management software).
Desirable (Not Essential) Experience
- Experience in business transactions (inter alia: acquisitions, disposals, or restructures).
- Familiarity with Partner Finance, BSP processes, or the wider financial services infrastructure.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why Join Us?
We reward ambition and dedication through:
Financial & Compensation Benefits
- Discretionary annual bonus, reflecting both individual and company performance.
- Competitive annual leave (28 days + bank holidays, with the option to purchase 5 additional days).
- Corporate benefits platform with exclusive discounts.
Employee Wellbeing & Lifecycle Support
- Private medical insurance (optional taxable benefit*).
- Competitive parental leave (26 weeks at full pay).
- 20% non-contributory pension (increasing incrementally with length of service).
(*Informal; tax and eligibility criteria apply.)
Diversity & Inclusion
We’re an equal opportunities employer and are committed to making our recruitment process thoroughly accessible. Should you need reasonable adjustments at any stage—please reach out confidentially via: careers@sjp.co.uk
Research shows that applicants (especially those from underrepresented groups) may be deterred if they perceive a mismatch between their experience/career history and the role’s criteria—or if they’re hesitant after a career break. If you believe you’re a good fit, apply—even if you don’t have “every tick-box marked.”
Next Steps
If this Case Coordinator (Partner Finance) role excites you and you feel it aligns with your profile, apply by clicking [“Apply”]. We’ll be in touch promptly.
Note on Regulation
Because SJP is regulated by the FCA, we encourage applicants to review relevant conduct regulations, including the updated Consumer Duty obligations, prior to an interview.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills