Commercial Accountant - Part Qualified

Job content

Location: Cirencester / Home Working

The main purpose of the role is to manage the effective operational delivery of key projects within the Large and Medium Partner Business Units (LMBU) finance function. This will include leading analytical and commercial finance projects from inception to completion, the delivery of financial consulting solutions and project management capability into the LMBU.

The successful candidate will not only be comfortable working and analysing financial data in a dynamic environment, but also be confident enough to discuss outputs with peers to find and influence solutions. They should have a keen interest in project management and seek to develop a real depth of financial consulting experience.

What you’ll be doing:

• Establishing standard processes and procedures to ensure an effective and successful delivery of LMBU finance initiatives both internally and into the Partner practices.
• Developing strong influencing relationships within the LMBU and wider SJP environment to drive operational efficiency improvement, demonstrating critical financial consultancy skills with a view to directing partner business relationships from a finance perspective.
• Providing support to LMBU Partner businesses with finance related matters
• Responsibility of analysing a range of finance metrics to aid Corporate decision making and carrying out financial appraisal of issues which impact the owner managed financial advisory businesses within SJP and apply findings to similar SJP businesses and the wider Corporate
• Working as an integral part of the LMBU Finance team to actively track and manage the key partner business specific engagement plans in conjunction with the practice business partners
• Assisting in the preparation, documentation and follow up for scheduled monthly and quarterly practice finance meetings for select LMBU firms
• Assisting in the development and deployment of the LMBU finance KDM programme
• Contributing to the deployment and roll out of Practice Financial Health Checks in conjunction with the business partnering function and wider LMBU finance
  
  

We are looking for a candidate who has:

• The ability to develop deep relationships with both internal and external contacts, including Partners and external Professional Advisers, maintaining confidentiality & managing key sensitivities around financial planning & results at all times
• Strong communication skills with the ability to build robust relationships and strong Excel knowledge (eg pivot tables and complex financial modelling)
• Effective influencing skills to obtain information and support from other people in order to deliver cross departmental projects
• A drive to learn and develop with enthusiasm to challenge and influence across the wider team
• Part Qualified accountant (ACA, ACCA, CIMA) preferred and financial services experience and expertise is of benefit, but not essential
• Commercial awareness with a focus on delivering results
  
  

Special Requirements

• Travel within the UK may be required on an ad-hoc basis.
• Flexibility to work from home and across multiple office locations.
  
  

Thank you for taking an interest in a career with St. James’s Place Wealth Management. We are an equal opportunities employer and committed to ensuring all applicants will be treated in a fair and equal manner and in accordance with the law regardless of gender, marital status, race, religion, colour, age, disability or sexual orientation.

Flexible Working

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.

We are open to discussing reduced hours, job share arrangements and flexible working so please ask the question and start a conversation!

Why work for us?

Our Rewards

In joining us we aim to give peace of mind for you and your loved one’s futures. In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefit 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.
• Share schemes that enable all employees to have a stake in SJP
• Best in class terms and conditions including flexible working and 6 months paid maternity and paternity leave.
• Private Medical and Dental Insurance
• 28 days holiday entitlement increasing with length of service (with the option to buy an additional up to 5 days
• Cycle to work scheme
• Employee Volunteering
  
  

Our Culture

St. James’s Place has a long tradition of community support and looking to do the right thing. As a business in 2019 we gave 4.4% of our profit before tax to community activities and the Tortoise Responsibility100 Index (January 2020) showed us to be the second most generous FTSE100 company by community investment for very £1,000 earned. Over 96% of our group employees are involved in supporting our communities and good causes. Over 80% of all our employees and Partners donate each month to our Charitable Foundation, which is now the 6th largest UK corporate foundation. Through the matching St. James’s Place gives on all donations our Charitable Foundation distributed over £12m in 2019.

We are proud of our inclusive culture, a space for everyone to be their authentic self, no compromises. We are active members of:

LGBT Great

30% Club

The Diversity Project

Disability Confident

Find out more: https://www.sjp.co.uk/careers/life-at-sjp

Our Awards:

We understand it’s important to be proud of the company you work for, that’s why we’re proud to share with you some of our recent awards:

’Wealth Management Company of the Year’ at the City of London Wealth Management Awards 2020

‘Best Benefits Launch’ award, awarded by Reward Gateway 2019

’Best Wealth Manager Growth Portfolio’ at the Wealth Advisor Awards for 2019

’Championing LGBTQ Inclusion’ Financial

advisor diversity in finance award 2020

How To Apply

To apply for this role please click on the Apply button below.

We occasionally close vacancies early due to high volumes of applications. We would therefore recommend you complete your application prior to the closing date which is for guidance only.