St. James’s Place
Succession Planning 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:
- Positions: 3 x positions available
- Location: National Field-Based Role - Scotland, Yorkshire/Leeds or Cambridgeshire
- Workplace Type: Hybrid with geographical travel
- Employment Type: Permanent
- Seniority: Mid-Senior Level
About the role:
Succession planning is one of the Partnership's most important strategic priorities. As a Succession Consultant, you will play a key role in helping Partner businesses navigate complex ownership transitions, protecting client continuity while supporting the long-term sustainability and growth of the Partnership.
This is a highly visible consultancy role where you'll work directly with business owners, senior collaborators and internal specialists to deliver successful succession outcomes. Combining commercial insight, financial analysis and relationship-building expertise, you'll support Partners through some of the most important decisions of their careers.
We're looking for individuals who are comfortable operating autonomously, influencing at senior level and building trusted relationships. While succession planning experience is advantageous, we're equally interested in commercially minded professionals who can navigate complex environments and deliver positive business outcomes.
What you'll be doing:
- Running succession activity across a portfolio of Partner businesses from initial assessment through to successful ownership transition.
- Developing commercially robust business and exit plans using financial analysis, forecasting and commercial insight.
- Identifying and developing buyer and seller opportunities to build a healthy and sustainable succession pipeline.
- Facilitating successful buyer and seller matching, ensuring commercial, operational and cultural alignment.
- Working closely with Partner Finance, Business Partnering teams and senior stakeholders to assess transaction viability and identify risk.
- Guiding Partners through sensitive and sometimes emotionally complex conversations with professionalism, empathy and confidence.
- Providing insight and recommendations that support business continuity, client retention and long-term commercial success.
- Supporting post-deal activity and helping businesses successfully integrate following ownership changes.
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About you:
You'll be a commercially minded consultant, adviser or relationship manager who enjoys working with senior participants and solving complex business challenges. You build credibility quickly, balance commercial outcomes with strong relationships and is comfortable working independently within a national team.
You may come from wealth management, financial services, commercial banking, corporate finance, consulting or another environment where you've advised business owners, led complex relationships or supported organisations through periods of change and growth. Most importantly, you'll be someone who can build trust, challenge constructively and influence positive outcomes, even in situations where conversations may be difficult or sensitive.
Essential Criteria:
- Experience in a client-facing, customer-facing or business-facing role
- Commercial business planning, consulting or advisory experience
- Experience assessing business performance and making commercially sound recommendations
- Self-motivated and comfortable working autonomously within a geographically dispersed team
Desirable Criteria:
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- Experience within wealth management, financial planning or professional services.
- Succession planning, business transition or ownership change experience.
- Exposure to business sales, acquisitions, MBOs or MBI transactions
- Willingness to work towards a CMI Level 5 Professional Consultancy Qualification
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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