Overview
Join to apply for the Partner Finance Consultant role at St. James’s Place.
Location: Cirencester Office | Workplace Type: Hybrid | Employment Type: Permanent | Seniority: Mid-Senior Level
The role
This person will maintain oversight of, and provide support and consultancy on the Partner Finance proposition. This includes the Business Sale and Purchase Scheme, Business Succession Planning and Management Buy Ins/Outs, including the full range of Partner financial arrangements to Partners, Advisers and FMT within the Business Unit. They will communicate relevant policies and procedures for the BSP scheme where lending and structuring guidance is key, and assess the viability of Partners current and future finance needs whilst working in tandem with other Specialists within the Partner Finance Division.
What you'll be doing
* Communicate Partner Finance policies and procedures, Succession Planning & BSP procedures and awareness of structuring guidance to Partners and FMT in their designated Business Unit.
* Collaborate with Executive Management teams within the Business Unit to facilitate and deliver their requirements accounting for Partner Finance Policies, procedures and credit policy.
* Work with the Business Unit FMT to identify and support Partners with Partner Finance related emerging or existing financing requirements, undertaking initial advice and consultancy to establish their financing needs (current and future), advising on policies and procedures, reviewing and preparing financials and supporting where appropriate through the lending application on any business sale or purchase.
* Bring in specialists from the other parts of the Partner Finance Division, Legal, Tax, Accountancy, Partnership Accounts as required, as well as other Internal and External Stakeholders as required.
* Support buyers and sellers throughout larger more complex transactions where appropriate.
* Maintain close relationships with the Partner Finance Case Management and Operations areas, provide input into policies and procedures and acting as ’triage’ to ensure the majority of loans coming to new lending are likely to be approved.
* Work with Partner Finance and the Field to ensure appropriate management of Out-of-Policy lending.
* Act as a sounding board and Business Consultant for Partners on all aspects of succession planning, Restructuring and BSP and related activities such as highlighting client marketing opportunities, client audits, segmentation processes and client servicing strategies, working in tandem with Business Partners.
* Work jointly and collaboratively with aligned specialists within the business that will complete the implementation stage of Restructures and BSP and who will provide provision of Finance and BSP related technical advice and consultancy.
* From time to time (and working closely with the Partner Finance team) participate in specific Area Partner Finance related initiatives or events that would benefit from having central co-ordination.
* Explain and promote the Partner Finance service and proposition, setting and managing expectations and co-ordinating and providing any related Partner Finance training alongside or in consultation with the Field based subject matter experts.
* Work with the Partner Finance Case Management (Lending) Team to support the development of the Partner Finance proposition and delivery of the Partner Finance strategy.
Who we're looking for
The ideal candidate will have professional knowledge/experience of company structures, tax, legal within Financial Services. They will develop expert knowledge of SJP’s processes especially on 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 business operates, the issues they face and the support they need from SJP. They will have strong problem-solving skills and be a confident, effective communicator. They will present with gravitas and be self-motivated and able to consistently deliver under pressure.
Essential Criteria
* Professional knowledge/experience of company structures, tax and legal within FS.
* Strong understanding of how a Partner business operates.
* Able to clearly articulate the difference between guidance and advice.
* Take personal responsibility for learning the required technical knowledge to deliver in the role.
* Delivers consistently under pressure.
* Strong influencing and stakeholder management skills, confident presenter.
Special Requirements
Risk Management: There is a requirement to manage risk within Partner Finance. These are defined as actions detailed within the Partner Finance Credit risk forum where Consultancy intervention is required to work with a Partner and/or FMT as directed.
There is a requirement to work in the locations allocated and therefore ability to travel is a pre-requisite of the role. The candidate must demonstrate that they are agile and receptive to change.
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
What's next?
If you're excited about this role and believe you have the skills and experience we're looking for, please submit an application 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.
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