Overview
Position Title: Change Co-ordinator
Company: St. James’s Place
Location: Exeter, UK
Job Description
Sitting within Client Services, the main role of the Change Coordinator is to provide administration and project support to the Correspondence Change Team, who oversee and deliver change to our client correspondence.
Responsibilities:
- Lead in the tracking of all correspondence change through the inception process and onto delivery, identifying where there is correspondence impact for SJP projects
- Manage the team mailbox and maintain the team planner, ensuring it is up to date, SLAs are monitored and MI is provided to the Head of Correspondence Change.
- Co-ordinate the management of RAID logs ensuring updates are provided and items are regularly reviewed.
- Provide input to operational and correspondence change governance reporting packs where required.
- To conduct team administrative tasks such as arranging meetings/workshops, minute taking, production of MI, general reporting and other tasks as required.
- Support the team with reviews of correspondence outputs following development by our TPA, identifying any defects and escalating to stakeholders.
- Manage small correspondence change and reviews, working with other business areas and our TPA where required, updating and maintaining the correspondence library.
- To manage the ISA campaign mailbox, responding to Partner and SJP field team queries and updating the mailing participation file..
- Provide support to the tax year end mailing processes where required, including assisting with quality checking and comms where needed.
Requirements:
- A good knowledge of and experience of working within the Financial Services sector, preferably within a change environment
- Strong organisational, planning and problem solving skills
- Excellent time management and the ability to multi-task
- Good attention to detail
- Excellent communication and drafting skills with an ability to filter/interpret project updates and provide clear, concise reports for all audiences
- A basic understanding of the products offered by St. James’s Place
About St. James’s Place
At SJP, we exist to give you the confidence to create the future you want. We do this through face-to-face financial advice, delivered exclusively by qualified, expert advisers who make up our Partnership. We also provide access to our leading range of investment products.
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