At a Glance
- Tasks: Support high-net-worth clients through business growth, succession, and exit planning.
- Company: Join a leading consultancy with a focus on innovation and client empowerment.
- Benefits: Enjoy competitive pay, generous leave, and a range of life-stage benefits.
- Other info: Dynamic hybrid work environment with opportunities for professional growth.
- Why this job: Make a real impact by guiding clients through key financial moments.
- Qualifications: Experience in corporate finance and strong client-facing skills required.
The predicted salary is between 60000 - 80000 £ per year.
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.
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: Permanent
Seniority: Mid‑Senior Level
The role
We’re looking for a senior business advisory specialist to support high‑net‑worth individuals and business owners through key moments such as growth, succession, and exit. You’ll act as a specialist in business sales and acquisitions, working with financial advisers to help clients unlock value from their businesses—whether through capital release, improved cashflow, or long‑term growth planning. This is a senior consultancy position that combines expertise in financial planning with a strong understanding of the UK owner‑managed business market and corporate finance landscape. You’ll act as a trusted advisor, offering strategic guidance, identifying suitable solutions, and connecting clients with leading external specialists such as corporate finance advisers, lenders, and legal professionals. You’ll also contribute to thought leadership and help raise the profile of St. James’s Place in the business owner and SME space.
Responsibilities
- Act as a recognised expert on business sales, acquisitions, and succession planning for UK owner‑managed businesses
- Provide guidance on corporate finance considerations, including business valuation, deal structuring, and tax implications
- Work closely with financial advisers to understand client circumstances, goals, and long‑term objectives
- Identify opportunities across business growth, capital raising, cashflow optimisation, succession, and exit planning
- Translate complex financial and business information into clear, actionable insights
- Build and maintain relationships with external professionals (corporate finance advisers, accountants, legal specialists)
- Facilitate introductions to trusted third‑party partners
- Contribute to thought leadership through articles, webinars, and knowledge sharing
- Act as a spokesperson on business owner and SME topics where required
- Maintain up‑to‑date knowledge across tax, trusts, and financial planning disciplines (investment, retirement, protection)
- Represent and promote the Private Client offering at internal and external events
Qualifications
- Strong understanding of personal and corporate tax, trust planning, and financial planning across investment, retirement, and protection solutions
- Fellowship status (or actively working towards it)
- Experience supporting high‑net‑worth clients with complex financial and business planning needs
- Strong client‑facing skills with the ability to build trust and credibility
- Ability to analyse complex scenarios and develop tailored, practical solutions
- Experience in corporate finance, business advisory, or a related field
- Excellent communication skills, with the ability to explain complex concepts clearly
Desirable (Optional)
- Professional qualifications such as ACA, ACCA, CFA, or similar
Benefits
We reward you for the work you do 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), and an 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)
- Non‑Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching
Reasonable Adjustments
We are an equal‑opportunity 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 careers@sjp.co.uk. Research tells us that applicants—especially those from under‑represented 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.
Special Requirements
This position is a Certification role under the Senior Managers and Certification Regime.
Regulatory Note
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.
Private Client Consultancy Manager in Cirencester employer: St. James's Place
At St. James’s Place, we pride ourselves on being an exceptional employer, offering a dynamic and supportive work environment in our Cirencester office. Our commitment to employee growth is evident through our investment in technology and training, alongside a competitive benefits package that includes generous parental leave and a non-contributory pension scheme. Join us to make a meaningful impact while enjoying a culture that values engagement, empowerment, and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Consultancy Manager in Cirencester
✨Tap into Campus Networks
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.
✨Get Certified
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We think you need these skills to ace Private Client Consultancy Manager 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 St. James's Place.
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How to prepare for a job interview at St. James's Place
✨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 St. James's Place.
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✨Network with Industry Professionals
Before your interview, reach out to current or former St. James's Place 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.
