Field Change Specialist

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: Flexible UK Locations available
• Workplace Type: Hybrid 2 days in office 3 days remote
• Employment Type: Permanent
• Seniority: Associate

We have a fantastic opportunity for a Field Change Specialist to join our growing Partnership Support Function. You will play a crucial role in supporting the Field Management Team and the wider Partnership Support Directorate. This role is responsible for organising and coordinating business change, for example when Partners have long periods of absence or rules or processes change. You make sure the right teams know what to do, clients are kept updated.

This is a highly collaborative position where you’ll coordinate complex, often sensitive activities. You’ll be at the heart of delivering outcomes, balancing multiple priorities while maintaining exceptional attention to detail and professionalism.

We’re looking for a highly organised and resilient professional with a calm approach. Confident in operating with ambiguity and sensitive situations. You’ll be someone who takes pride in delivering high‑quality work, builds strong relationships across teams, and communicates with clarity, empathy and influence. A proactive, willing attitude and a genuine commitment to delivering good outcomes for clients and partners will be key to success in this role.

• Coordinating end‑to‑end activities for our Partnership Cases
• Handling timelines, dependencies, risks, actions and decisions to ensure activities are delivered smoothly and on time
• Acting as a central point of coordination, maintaining accurate records and dashboards as a single source of truth
• Triaging and allocating client and partner queries during sensitive cases, ensuring timely and appropriate responses
• Creating, checking and issuing client correspondence with a high level of accuracy and the correct tone
• Running multiple work streams concurrently while meeting agreed SLAs and quality standards
• Distributing and coordinating corporate leads to ensure clients are appropriately matched to advice routes
• Supporting change initiatives, projects and consultations across the Field and Partnership
• Creating and maintaining SOPs, checklists and guidance, and supporting colleagues to remain audit‑ready

• Excellent knowledge of MS Office Suite – including Excel and Outlook
• Ability to operate multiple processes with opposing deadlines while maintaining high standards of accuracy
• Strong organisational, analytical and problem‑solving skills, with excellent attention to detail
• Confident communicator with the ability to influence and build effective relationships without formal authority
• Experience handling sensitive or confidential matters with discretion and professionalism

• Working knowledge of Salesforce
• Experience supporting change initiatives, projects or complex operational processes
• Knowledge or experience of the Partnership or exposure to a Wealth Management environment

Willingness and able to travel within the UK for team meetings on an ad hoc basis

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.

• 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…