Head of Financial Reporting - Acquisition Services
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: Permanent
Seniority: Mid-Senior Level
We have an exciting opportunity for an experienced finance professional to join St. James's Place and play a pivotal role in shaping the future direction of the St. James's Place Acquisition Services (SJPAS) group.
The main purpose of the role is to engage with senior partners on the financial considerations of the SJPAS group strategy including acquired entity performance and future acquisitions. In addition the successful candidate will be responsible for leading and developing the SJPAS financial reporting team who prepare group monthly management accounts. The SJPAS group currently contains 9 operating companies, with combined £19m turnover and 150 employees.
Responsibilities
- Oversight of the financial onboarding of acquisitions while building strong ongoing relationships with the entity directors/vendors thereby ensuring a smooth and efficient transition into SJP.
- Ensuring financial consequences of prospective acquisitions are fully understood by senior financial management and SJP directors.
- Managing the relationship with SJPAS’s key stakeholders ensuring understanding of the operating models, stakeholder value, and controls environment.
- Ownership of the SJPAS group monthly management accounts, including the provision of insight to SJP Finance stakeholders in the monthly SJPAS ‘reviewing the numbers’ meeting.
- Review, challenge and sign-off the monthly SJPAS group controls pack.
- Provide senior management with relevant commentary as to the financial performance of the businesses monthly.
- Process improvement – drive for continued process improvement and efficiencies in the delivery of information and reporting.
Special Requirements
- In-depth knowledge of financial accounting and ability to understand and interpret financial information.
- Strong understanding of financial operations within Small and Medium-sized enterprises.
- Experience of consolidation and M&A technical accounting.
- Experience of the financial services sector is desirable.
- Strong business partnering skills including director-level stakeholder management.
- Skilled in using Microsoft Office, specifically Excel.
What's in it for you?
- Private Medical paid for by Company.
- 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 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
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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