At a Glance
- Tasks: Advise on business sales, acquisitions, and succession planning for private clients.
- Company: St. James's Place, a leading financial services firm in the UK.
- Benefits: Competitive salary, flexible working options, and professional development opportunities.
- Other info: Join a dynamic team with a focus on innovation and client success.
- Why this job: Make a real difference in clients' financial futures while shaping industry thought leadership.
- Qualifications: Strong financial planning background and knowledge of the UK corporate finance landscape.
The predicted salary is between 60000 - 80000 £ per year.
St.
James's Place Private Clients in the UK seeks a senior consultant to represent the private client proposition and advise financial advisers on business sales, acquisitions and succession planning for owner managed businesses.
This role blends financial planning expertise with a strong grasp of the UK market and corporate finance landscape.
You will provide strategic guidance, connect clients with corporate finance advisers and legal professionals, and contribute to thought leadership while
Senior M&A Advisor for Private Clients & Growth in Cirencester employer: CFA Institute
M&G plc is an exceptional employer that prioritises employee wellbeing and professional growth, offering a comprehensive benefits package including an 18% pension scheme, generous annual leave, and robust family support policies. Our inclusive work culture fosters collaboration and innovation, ensuring that every team member can thrive while contributing to our mission of providing confidence in financial solutions. Located in a vibrant area, we embrace flexible working arrangements to support a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior M&A Advisor for Private Clients & Growth in Cirencester
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If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Senior M&A Advisor for Private Clients & Growth in Cirencester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CFA Institute.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CFA Institute's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CFA Institute
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CFA Institute.
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Before your interview, reach out to current or former CFA Institute employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
