St. James's Place
Partner Finance Consultant
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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.
At a glance:
- Location: Cirencester Office
- Workplace Type: Hybrid
- Employment Type: Permanent
- Seniority: Mid-Senior Level
About The Role
We’re looking for a knowledgeable and commercially minded Partner Finance Consultant to provide expert guidance and oversight across our Partner Finance proposition. This includes Business Sale and Purchase (BSP), succession planning, and a range of financing arrangements that support our Partners’ business growth and long-term strategy. Working closely with Partners, the Field Management Team and internal specialists, you’ll play a key role in shaping financial outcomes while ensuring policies, procedures and standard process are clearly understood and applied.
What you’ll be doing
- Leading the communication of Partner Finance policies, procedures and structuring guidance to Partners and the Field Management Team
- Acting as a trusted consultant to assess Partners’ current and future financing needs, including BSP, succession planning and restructuring
- Supporting Partners through complex business transactions, including business sales, purchases and financing applications
- Collaborating with internal specialists (Legal, Tax, Accountancy, Regulatory) to deliver effective and compliant solutions
- Building positive relationships with stakeholders across the Partnership, providing guidance and influencing decision-making
- Acting as a ‘triage’ point to ensure lending proposals are aligned to policy before progressing to credit committees
- Supporting more complex transactions and, where required, project managing activity through to completion
- Finding opportunities for Partners to enhance business value, including growth strategies and future exit planning
- Contributing to the development of the Partner Finance proposition and continuous improvement initiatives
- Delivering training, workshops and presentations to promote the Partner Finance offering and build capability within the Field
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Who we’re looking for
We’re seeking a confident and commercially astute professional who can combine technical knowledge with a strong consultative approach. You’ll be comfortable working with senior stakeholders, influencing decisions and navigating complex financial scenarios with credibility and professionalism. With excellent communication skills and a proactive demeanour, you’ll be driven to deliver high-quality outcomes for Partners while contributing to the ongoing success of the wider business.
Essential Skills And Experience
- Solid understanding of financial services, business structures and financing arrangements, with the ability to apply this in a consultative environment
- Proven ability to build and manage senior stakeholder relationships, influencing outcomes and managing expectations
- Excellent problem-solving and analytical skills, with experience handling complex or sensitive cases
- Strong communication and presentation skills, with the ability to deliver clear guidance to a range of audiences
Desirable skills and experience
- Professional qualifications (e.g. ACCA, CIMA, ACA, Diploma in Financial Services or similar)
- Experience supporting business transactions such as acquisitions, disposals, succession planning or restructuring
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What's in it for you?
We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:
- Competitive parental leave (26 weeks full pay)
- Private medical insurance (optional taxable benefit)
- 10% non-contributory pension (increasing with length of service)
Reasonable Adjustments
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk
Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career-break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.
What's next?
If you're excited about this role and believe you have the skills and experience we’re looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch.
As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.
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