This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
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
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
Partner Finance Consultant employer: St. James's Place
At SJP, we pride ourselves on being an exceptional employer, offering a dynamic hybrid work environment in Cirencester or Bristol that fosters collaboration and professional growth. Our commitment to employee development is evident through continuous training opportunities and a supportive culture that values integrity and excellence, ensuring you thrive while delivering expert technical support in the fast-paced financial services sector. With competitive benefits, including a generous parental leave policy and a discretionary bonus scheme, we empower our team to achieve both personal and professional success.
