Transaction Services

6 months ago


Cirencester, United Kingdom St. James's Place Full time

Who we are

People have always been at the heart of St. James’s Place, we value long-term relationships and we are a home for people who care about the future - financially, environmentally and socially. These core values have enabled us to become a leading FTSE 100 Wealth Management company.

**Location**: Cirencester Office

**Employment Type**: Permanent

This person will support the SJP Acquisition Services team in the execution of acquisition, investment, and disposal activities. The team is responsible for ensuring that SJP Group transactions are effectively managed from review through to completion, integration, and business as usual, and that they are delivered within the Group’s risk appetite and to budget. This role could suit a newly qualified or more experienced accountant and salary will be appropriate to experience levels.

**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 to primary financial statements. Translate understanding into accurate and complex financial models.
- Thorough understanding of how the SJP Partnership operates and is remunerated.
- 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.
- Credible and professional - able to work effectively with senior Partners across the business.
- Comfortable presenting complex Information to different audiences.

**Special Requirements**:
Occasional work offsite and travel to other St. James’s Place locations - 5% of time.

**Flexible Working**

We understand that employees work best in different ways, at different times and in different environments. We value all of our employees and appreciate that everyone is unique, and at one of many stages within their career. Recognising this, 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 where it can be accommodated, so please ask the question and start a conversation

**Why work for us?**

**Our Rewards**

In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefits package including:

- Non-Contributory Pension - 10% (increasing with length of service) with further pension matching
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
- Best in class terms and conditions including 6 months paid parental leave.
- Private Medical and Dental Insurance
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
- Discretionary bonus scheme dependent on company and personal performance, varied by level
- Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)

**Our Culture**

Our culture is the glue that binds us together - It’s one of our biggest assets and one of the biggest reasons for our success. It’s underpinned by core values of doing the right thing, being t



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