At a Glance
- Tasks: Guide businesses through ownership transitions and develop robust succession plans.
- Company: St. James's Place, an inclusive employer supporting the LGBTQ+ community.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Make a real impact by helping businesses navigate complex changes and ensure their growth.
- Qualifications: Experience in client-facing roles and strong commercial insight 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 my Gwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.
About the role
Succession planning is one of the Partnership's most important strategic priorities.
As a Succession Consultant, you will play a key role in helping Partner businesses navigate complex ownership transitions, protecting client continuity while supporting the long-term sustainability and growth of the Partnership.
This is a highly visible consultancy role where you'll work directly with business owners, senior collaborators and internal specialists to deliver successful succession outcomes.
Combining commercial insight, financial analysis and relationship-building expertise, you'll support Partners through some of the most important decisions of their careers.
We're looking for individuals who are comfortable operating autonomously, influencing at senior level and building trusted relationships.
While succession planning experience is advantageous, we're equally interested in commercially minded professionals who can navigate complex environments and deliver positive business outcomes.
What you'll be doing
- Running succession activity across a portfolio of Partner businesses from initial assessment through to successful ownership transition.
- Developing commercially robust business and exit plans using financial analysis, forecasting and commercial insight.
- Identifying and developing buyer and seller opportunities to build a healthy and sustainable succession pipeline.
- Facilitating successful buyer and seller matching, ensuring commercial, operational and cultural alignment.
- Working closely with Partner Finance, Business Partnering teams and senior stakeholders to assess transaction viability and identify risk.
- Guiding Partners through sensitive and sometimes emotionally complex conversations with professionalism, empathy and confidence.
- Providing insight and recommendations that support business continuity, client retention and long-term commercial success.
- Supporting post-deal activity and helping businesses successfully integrate following ownership changes.
About you
You'll be a commercially minded consultant, adviser or relationship manager who enjoys working with senior participants and solving complex business challenges.
You build credibility quickly, balance commercial outcomes with strong relationships and is comfortable working independently within a national team.
You may come from wealth management, financial services, commercial banking, corporate finance, consulting or another environment where you've advised business owners, led complex relationships or supported organisations through periods of change and growth.
Most importantly, you'll be someone who can build trust, challenge constructively and influence positive outcomes, even in situations where conversations may be difficult or sensitive.
Essential Criteria
- Experience in a client-facing, customer-facing or business-facing role
- Commercial business planning, consulting or advisory experience
- Experience assessing business performance and making commercially sound recommendations
- Self-motivated and comfortable working autonomously within a geographically dispersed team
Desirable Criteria
- Experience within wealth management, financial planning or professional services.
- Succession planning, business transition or ownership change experience.
- Exposure to business sales, acquisitions, MBOs or MBI transactions
- Willingness to work towards a CMI Level 5 Professional Consultancy Qualification
StudySmarter Expert Advice🤫
We think this is how you could land Succession Planning Consultant
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Succession Planning Consultant at St. James's Place!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like St. James's Place or be willing to refer you for that Succession Planning Consultant position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from St. James's Place who’s on the lookout for their next Succession Planning Consultant star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Succession Planning Consultant role at St. James's Place!
We think you need these skills to ace Succession Planning Consultant
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at St. James's Place. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at St. James's Place
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at St. James's Place. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
