·Provide access to self-serve collateral to Partner Businesses in relation to financial support, business sale, structures, succession planning, exit strategy & tax implications.
·Provide consultation (to the Partner, FMT and internal departments) on all lending, BSP and succession planning transactions.
·Assess potential Partner Practices in the Early Years and Small Business Unit, who are proactively seeking to acquire other BSPs, that they are viable and supported for lending purposes. Provide an Agreement in Principle (AIP) before a potential Purchaser engages with a Selling Partner Practice.
·Support Purchasing Partner Practices in the Early Years cohort to understand best practice, due diligence, business structures and lending criteria and how to access and adopt relevant collateral through SharePoint and The House.
·Support the Academy and Early Years Cohort operations through the bespoke provision of guidance to new recruits on the business sale process, structure & tax implications and the financial support offered.
·Use the wide knowledge of the Partnership, processes and SJP to be involved in agreeing and testing any system developments and changes that may impact on the Partnership Support function.
Who We Are Looking For
The ideal candidate will have professional knowledge to include: lending policy, company structures, tax, legal, obtained through experience, and a strong understanding of SJP processes especially in relation to all aspects of Partner Finance. (payments, finance deals, loans, Partnership Accounts and Business Sales & Purchase). They will have a good understanding of how a Partner operates, what issues they face and what support they require from SJP. They are likely to have a professional qualification (ACCA, CIMA, ACA, Diploma in FS, Tax etc) and be able use sound judgement when analysing and interpreting business will have strong communication skills and be able to deliver under pressure.
Essential Criteria
1. ·Professional knowledge (lending policy, company structures, tax legal).
2. ·Strong knowledge finance (payments, finance deals, loans, Partnership Accounts and Business Sales & Purchase).
·Good understanding of regulatory requirements (FCA/PRA)
3. ·Strong problem-solving skills – uses sound judgment
4. ·Able to analyse and interpret business data (financial, structural and operational)
5. ·Strong communication skills – inspires confidence
6. ·Ability to deliver under pressure
Desirable Criteria
·Professional qualifications (ACCA, CIMA, ACA, Diploma in Financial Services, Tax etc.
Special Requirements:
·The jobholder may need to work from other locations/Partner businesses.
·There may be a requirement to work out of hours (including flexibility to stay overnight).
·The jobholder must have the ability to travel nationwide ( a full driving license).
What's in it for you?
We reward youfor 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:
7. Competitive parental leave (26 weeks full pay)
8. Private medical insurance (optional taxable benefit)
9. 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
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.