Senior Partner Finance Consultant (FTC or perm)

This pivotal role requires a commercial and confident business consultant with the maturity, professionalism and business acumen to provide support and consultancy on the Partner finance proposition. This is a fast moving and challenging role with brilliant prospects and is a genuine opportunity to provide financial and business advice to a range of Partner businesses. This role would potentially suit someone with previous FS experience or a qualified accountant with a track record of successful delivery within commerce. This individual will assess the viability of Partners current and future financing needs whilst working with other specialists across the business with the aim of improved outcomes and sharing best practice.

What you’ll be doing:

  • Lead the communication of Partner Finance policies and procedures, succession planning & BSP procedures and structuring guidance to Partners, Field Managers, PDM’s and Heads of Location.
  • Take responsibility for collaboration with all relevant Stakeholders to facilitate and deliver their requirements accounting for Partner Finance Policies, procedures and credit policy.
  • Work with locations to identify and support Partners with current and future financing requirements, undertaking initial advice and consultancy to establish their financing needs, and educating them on policies and procedures, reviewing and preparing financials and supporting them where appropriate through the lending application on any business sale or purchase.
  • Seek to bring in specialists from other parts of the Division, Legal, Tax, Accountancy, Partnership Accounts as required, as well as other internal/external Stakeholders.
  • Support buyers and sellers throughout larger more complex transactions and, where appropriate, support Partners throughout the life of their borrowings, and facilitate/project manage where applicable.
  • Maintain close relationships with all Partner Finance teams and provide input into policies and procedures, attending credit committee where appropriate and acting as ’triage’ to ensure the majority of loans coming to committee are likely to be approved.
  • Work with Partner Finance and the Field to ensure appropriate management of out-of-policy lending
  • Act as a sounding board and Business Consultant for Partners on all aspects of business development and restructuring.
  • Identify new transactions within the Partnership and help Partners develop their business strategy to ensure they maximise the benefits of any future business sale or purchase.
  • Work jointly and collaboratively with aligned specialists within the business that will complete the implementation stage of restructures and BSP, and who will provide provision of related technical advice and consultancy.
  • Create and maintain an area list of Buyers and Sellers, liaising with the all parties to establish priorities and most appropriate BSP matching on an area basis, a non-silo approach. Working with the location FMT to ensure the match is the most appropriate fit for buyer and seller and clients.
  • From time to time (and working closely with the Partner Finance team) leads and is responsible for specific Area Partner Finance related initiatives or events that would benefit from having central co-ordination.
  • To explain and promote the Partner Finance service and proposition, setting and managing expectations and co-ordinating and providing any related Partner Finance training alongside or in consultation with the Field based subject matter experts.
  • Working with the Partner Finance Middle Office to support the development of the Partner Finance proposition and delivery of the Partner Finance strategy.
  • Who we’re looking for:

  • Ability to learn relevant Partner Finance consultancy skills and to be effective in influencing and educating Partners.
  • Ability to acquire and retain a high level of expert knowledge on all aspects of the Partner Finance service.
  • Proven Consultancy skills demonstrated within current role.
  • Direct and indirect staff management.
  • Ability to manage and prioritise multiple tasks.
  • Experience in setting and managing Stakeholder expectations.
  • Ability to implement and lead procedural changes when required.
  • As a senior member of the Partner Finance team lead the resolution of complex Partner disputes and issues involving multiple teams.
  • Enthusiastic and willing with a can-do proactive attitude.
  • Strong verbal and written communications skills.
  • Strong understanding of how to capture and present key messages in presentation form to key stakeholder audiences.
  • A high quality presenter with gravitas and positive impact.
  • Courteous and business-like.
  • Work effectively to deadlines.
  • Thank you for taking an interest in a career with St. James’s Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation. 

    Flexible Working

    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.

    We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start a conversation!

    Why work for us?

    Our Rewards

    In joining us we aim to give peace of mind for you and your loved one’s futures. In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit package including:

    Non-Contributory Pension – 10% (increasing with length of service) with further pension matching Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness. Share schemes that enable all employees to have a stake in SJP Best in class terms and conditions including flexible working and 6 months paid maternity and paternity leave. Private Medical and Dental Insurance 28 days holiday entitlement increasing with length of service (with the option to buy an additional up to 5 days Cycle to work scheme Employee Volunteering

    Our Culture

    St. James’s Place has a long tradition of community support and looking to do the right thing. As a business in 2019 we gave 4.4% of our profit before tax to community activities and the Tortoise Responsibility100 Index (January 2020) showed us to be the second most generous FTSE100 company by community investment for very £1,000 earned. Over 96% of our group employees are involved in supporting our communities and good causes. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 6th largest UK corporate foundation. Through the matching St. James’s Place gives on all donations our Charitable Foundation distributed over £12m in 2019.

    We are proud of our inclusive culture, a space for everyone to be their authentic self, no compromises. We are active members of:

    LGBT Great

    30% Club

    The Diversity Project

    Disability Confident

    Find out more:

    Our Awards:

    We understand it’s important to be proud of the company you work for, that’s why we’re proud to share with you some of our recent awards:

    ‘Wealth Management Company of the Year’​ at the City of London Wealth Management Awards 2020

    ‘Best Benefits Launch’ award, awarded by Reward Gateway 2019

    ‘Best Wealth Manager Growth Portfolio’​ at the Wealth Advisor Awards for 2019

    ‘Championing LGBTQ Inclusion’ Financial

    advisor diversity in finance award 2020

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