At a Glance
- Tasks: Support high-net-worth clients with business sales, acquisitions, and succession planning.
- Company: St. James's Place, an inclusive employer supporting the LGBTQ+ community.
- Benefits: Competitive salary, annual bonus, generous leave, and private medical insurance.
- Other info: Join a dynamic team with opportunities for professional development and thought leadership.
- Why this job: Make a real impact by advising clients on their financial journeys and business growth.
- Qualifications: Experience in corporate finance and strong client-facing skills required.
The predicted salary is between 60000 - 80000 £ per year.
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.
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. In this role, 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 combining 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.
What you will be doing:
- 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 (e.g. 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
What are we looking for:
- 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: Professional qualifications such as ACA, ACCA, CFA, or similar
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 apply 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.
Private Client Consultancy Manager employer: St. James's Place
St. James's Place is an exceptional employer that champions inclusivity and diversity, making it a welcoming environment for all employees. With a strong focus on professional development, the company offers extensive growth opportunities through mentorship and thought leadership initiatives, alongside competitive benefits such as a generous annual leave allowance and a non-contributory pension scheme. Located in a vibrant business hub, St. James's Place not only supports high-net-worth clients but also fosters a collaborative culture where employees can thrive and make a meaningful impact.
Contact Details:
St. James's Place Recruitment Team
careers@sjp.co.uk
