St. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.
We look for people to join SJP to make an impact and to contribute to our culture which is based around long-term relationships, doing the right thing, and being the best version of ourselves.
Location: Cirencester Office
Workplace Type: Hybrid
Employment Type: 12 month Fixed-Term Contract
Seniority: Mid-Senior Level
The Acquisitions Services team is responsible for ensuring SJP Group transactions are effectively managed from initial review through to completion, integration and business as usual. Ensuring they are delivered efficiently, within the Groups risk appetite and to budget.
The individual will be required to project manage the delivery of M&A projects, to ensure the end-to-end management, review, documentation, approval and implementation for all stakeholders.
What you'll be doing:
* Produce detailed project plans which address the key risks and assimilates information on corporate acquisitions to key stakeholders.
* Lead the overall project management to help deliver desired outcomes for stakeholders, in accordance with the agreed timetable and Group risk appetite.
* Produce complex and accurate financial models/forecasts to run different scenarios and assess ROI. Present results to stakeholders and adapt approach accordingly.
* Take ownership of the full financial due diligence on target recruits and acquisitions.
* Produce draft reports up to Plc Board level and legal agreements to a high level ensuring factual and literacy accuracy, to tight deadlines.
* Keep all internal/external partners informed on progress and anticipated timescales.
* Support newly acquired company board with general integration activities, with a focus on financial and commercial activities, supporting business decisions with sound rationale and analysis.
* Contribute to the division by supporting corporate development activities and independently lead on ad-hoc due diligence projects as the division requires.
Who we're looking for:
* 1-5 years PQE following qualification in an accounting or similar professional qualification in a finance field.
* Experience of conducting due diligence or audits on corporates.
* Project management experience and experience of report writing.
* Essential: Working knowledge of Microsoft Office products (Outlook, Teams, Word, PowerPoint). Advanced skills in MS Excel (Pivot Tables, LookUps, IF-Function etc.) Visio knowledge advantageous.
* Able to understand, interpret and advise on key drivers of business performance and their impact on primary financial statements. Translate understanding into accurate and complex financial models.
* High degree of analytical ability - able to assimilate and interpret large quantities of data.
* Organised - able to run multiple projects dealing with competing demands and workloads.
* Self-starter - Able to work for a significant proportion of time independently or with little guidance.
Special Requirements:
Occasional work offsite and travel to other St. James's Place locations - 5% of time.
What's in it for you?
* Non-Contributory Pension - 10% (increasing with length of service up to 15%) with further pension matching.
* Parental leave - 6 months full pay
* 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
Flexible Working
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!
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.
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?
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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