Client Transfers Co-Ordinator

Posted on: 15/09/2026 – Final date to receive applications: 28/09/2026

Are you ready tochart 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.

At a glance:

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Entry Level

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.

• 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

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.

• 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

• Exposure to coding or data tools such as SQL or Power BI
• Knowledge or experience within financial services or Partner Finance environments

What's in it for you?

Whatever stage of life you're in, our benefits are designed to provide the support, flexibility, and peace of mind you need to thrive both at work and beyond.

In addition to our discretionary annual bonus scheme, which reflects both individual and company performance, you'll benefit from a market-leading benefits package tailored to support your wellbeing, financial security, and family life.

Our benefits include:

• 28 days' annual leave plus bank holidays, with the option to purchase up to 5 additional days
  .
• Private Medical Insurance – company-funded cover for you and your immediate family
• Generous Pension Scheme – a non-contributory employer contribution of 10%,…