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Financial Modelling Lead

4 months ago

Cirencester, Gloucestershire, United Kingdom St. James's Place Full time
St. James's Place (SJP) works inpartnership to plan, grow and protect our clients' financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible business choices at the heart of everything we do. Webelieve in the value of difference and know that diverse teams can help usproblem solve and innovate for clients.

We look for people to join SJP to make animpact and to contribute to our culture which is based around long termrelationships, doing the right thing, and being the best version of ourselves.

Location: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Level

We are seeking a technically adept individual with an interest in actuarial modelling and a flair for coding. You'll be the linchpin in our SJP Business Sales & Purchase Valuation model, leading pivotal initiatives and growing your expertise in SQL, Power BI, VBA, and Excel.
What you'll be doing:
  • Become the go-to expert for the Business, Sale and Purchase Valuations model, guiding projects and daily operations with your expertise.
  • Take charge of data analysis and establish robust checks-and-controls within the Valuations model.
  • Manage our arsenal of Power BI dashboards, SQL queries, macros, and Tableau reports.
  • Lead the routine valuation of SJP's renewal Income assets.
  • Contribute to the development of the Business Sale and Purchase scheme and SJP Debt and Equity propositions through comprehensive Valuation reports.
  • Bridge the gap between technical complexities and non-technical partners by communicating analysis results effectively.
  • Ensure quality control and lead all aspects of the BAU actuarial process.
  • Continuously find opportunities for improvement and champion a culture of ongoing enhancement.
  • Provide accurate and timely responses to Partner queries within SLA.
  • Apply your knowledge to drive operational efficiency improvements across the division.
Who we're looking for:
  • This role is perfect for a seasoned graduate with a background in Financial services experience
  • Actuarial knowledge and proficiency in Excel
  • Familiarity with the Business Sale & Purchase Valuation Model/process and actuarial valuation principles.
  • Strong problem-solving skills and adaptability to tailor solutions for SJP Partners.
  • Excellent communication skills with the ability to engage diverse stakeholders confidently.
Desirable but not essential:
  • SQL, VBA coding, Power BI, Tableau and automating tasks using Power Queries.
Special Requirements:
  • Occasional attendance and travel to Partner meetings within the UK may be required.
What's in it for you?
  • Private Medical - up to family cover paid for by Company- via BUPA.*
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
  • 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
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible WorkingWe know that everyone works best indifferent ways, at different times and in different environments. We haveintroduced a hybrid working policy to provide greater flexibility for part-timework, job-sharing, remote working, and flexibility on hours. Our people areencouraged to work in a flexible way that suits their lifestyle, so please askthe question and start a conversation

Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If you think you would be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryou tick every box.

What's next?

Our team will be in touch. As a businessregulated by the FCA we would advise you to familiarise yourself with theconduct regulations and in particular consumer duty obligations prior to aninterview with SJP.

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