Partner Transition Consultant – Newcastle

A Partner Transition Consultant at St. James's Place manages complex cases involving partner exits, client reallocations and sensitive issues, ensuring compliance and positive client outcomes. The role involves analysing data to identify risks, collaborating across teams to develop solutions and supporting stakeholders through change. The ideal candidate possesses strong analytical capabilities, excellent communication skills and experience in regulated financial environments, with a focus on delivering great client service. They are skilled in managing multiple priorities independently, exercising sound judgement and handling confidential information professionally. Experience with Salesforce, adviser models or process improvements in financial services is desirable but not essential. The job offers an opportunity to influence transition processes, build relationships and improve the client experience in a dynamic setting.