At a Glance
- Tasks: Advise high-net-worth clients on business sales, acquisitions, and financial planning.
- Company: Join St. James's Place, an inclusive employer supporting the LGBTQ+ community.
- Benefits: Competitive salary, professional development, and opportunities to network with industry leaders.
- Other info: Contribute to thought leadership and enhance your career in a dynamic environment.
- Why this job: Make a real impact by guiding clients through complex financial decisions.
- 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.
The main purpose of this role is to represent St. James's Place Private Clients as a specialist in business sales and acquisitions, supporting financial advisers in working with high-net-worth individuals and business owners. These clients often have a significant proportion of their personal wealth tied up in their businesses and may be planning a full or partial exit, seeking to release capital, improve cashflow, or invest in future growth. This role provides strategic insight to help advisers better understand these needs and deliver effective solutions.
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 will act as a trusted advisor to colleagues, offering guidance, identifying appropriate strategies, and connecting clients with specialist third-party providers such as corporate finance advisers, lenders, and legal professionals. You will 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 subject matter expert on business sales, acquisitions, and succession planning for UK owner-managed businesses.
- Provide consultancy and guidance on corporate finance considerations, including valuation awareness, deal structuring, and tax implications.
- Work closely with financial advisers to understand client circumstances, goals, and long-term objectives.
- Support the identification of opportunities across business growth, capital raising, cashflow optimisation, succession planning, and exit strategies.
- Translate complex financial and business information into clear, actionable insights.
- Build and maintain strong relationships with external professionals (e.g. corporate finance advisers, accountants, legal specialists) to support client outcomes.
- Facilitate introductions to third-party partners where appropriate.
- Contribute to thought leadership through articles, webinars, and internal 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 proposition at internal and external events.
- Collaborate with colleagues to enhance capability and deliver strong client outcomes.
Essential Criteria:
- Strong knowledge of personal and corporate tax, trust planning, and financial planning across investment, retirement, and protection solutions.
- Fellowship status (or actively working towards it).
- Proven experience supporting high-net-worth clients with complex financial and business planning needs.
- Strong client-facing skills and the ability to build trust and credibility.
- Ability to analyse complex scenarios and develop tailored, practical solutions.
- Experience working in corporate finance, business advisory, or a related field.
- Strong communication skills, with the ability to explain complex concepts clearly.
Desirable: Professional qualifications such as ACA, ACCA, CFA, or similar.
Private Client - M&A Advisor employer: St. James's Place
St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.
