St. James's Place logo image
St. James's PlaceFinancial Services

Partner Finance Consultant

United Kingdom , Cirencester
Full-time

About the role

We're looking for a knowledgeable and commercially minded Partner Finance Consultant to provide expert guidance and oversight across our Partner Finance proposition. This includes Business Sale and Purchase (BSP), succession planning, and a range of financing arrangements that support our Partners' business growth and long-term strategy. Working closely with Partners, the Field Management Team and internal specialists, you'll play a key role in shaping financial outcomes while ensuring policies, procedures and standard process are clearly understood and applied.

What you'll be doing

  • Leading the communication of Partner Finance policies, procedures and structuring guidance to Partners and the Field Management Team
  • Acting as a trusted consultant to assess Partners' current and future financing needs, including BSP, succession planning and restructuring
  • Supporting Partners through complex business transactions, including business sales, purchases and financing applications
  • Collaborating with internal specialists (Legal, Tax, Accountancy, Regulatory) to deliver effective and compliant solutions
  • Building positive relationships with stakeholders across the Partnership, providing guidance and influencing decision-making
  • Acting as a 'triage' point to ensure lending proposals are aligned to policy before progressing to credit committees
  • Supporting more complex transactions and, where required, project managing activity through to completion
  • Finding opportunities for Partners to enhance business value, including growth strategies and future exit planning
  • Contributing to the development of the Partner Finance proposition and continuous improvement initiatives
  • Delivering training, workshops and presentations to promote the Partner Finance offering and build capability within the Field

Who we're looking for

We're seeking a confident and commercially astute professional who can combine technical knowledge with a strong consultative approach. You'll be comfortable working with senior stakeholders, influencing decisions and navigating complex financial scenarios with credibility and professionalism. With excellent communication skills and a proactive demeanour, you'll be driven to deliver high-quality outcomes for Partners while contributing to the ongoing success of the wider business.

Essential skills and experience

  • Solid understanding of financial services, business structures and financing arrangements, with the ability to apply this in a consultative environment
  • Proven ability to build and manage senior stakeholder relationships, influencing outcomes and managing expectations
  • Excellent problem-solving and analytical skills, with experience handling complex or sensitive cases
  • Strong communication and presentation skills, with the ability to deliver clear guidance to a range of audiences

Desirable skills and experience

  • Professional qualifications (e.g. ACCA, CIMA, ACA, Diploma in Financial Services or similar)
  • Experience supporting business transactions such as acquisitions, disposals, succession planning or restructuring
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