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Private Client - M&A Advisor

St. James's Place -
Cirencester

Apply Now

Job details

Permanent

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Financial planning
Sales
ACA
IT
Communication skills
Tax experience

Full job description

Are you ready to chart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

LOCATION: Cirencester Office

Workplace Type: Hybrid

Employment Type: Permanent

Seniority: Mid-Senior Level

The role

The main purpose of this role is to represent St. James’s Place Private Clients as a specialist in business sales and acquisitions, supporting financial advisers in working with high‑net‑worth individuals and business owners.

These clients often have a significant proportion of their personal wealth tied up in their businesses and may be planning a full or partial exit, seeking to release capital, improve cashflow, or invest in future growth. This role provides strategic insight to help advisers better understand these needs and deliver effective solutions.

This is a senior consultancy position combining expertise in financial planning with a strong understanding of the UK owner-managed business market and corporate finance landscape. You will act as a trusted advisor to colleagues, offering guidance, identifying appropriate strategies, and connecting clients with specialist third-party providers such as corporate finance advisers, lenders, and legal professionals.

You will also contribute to thought leadership and help raise the profile of St. James’s Place in the business owner and SME space.

What you will be doing

Act as a subject matter expert on business sales, acquisitions, and succession planning for UK owner-managed businesses
Provide consultancy and guidance on corporate finance considerations, including valuation awareness, deal structuring, and tax implications
Work closely with financial advisers to understand client circumstances, goals, and long-term objectives
Support the identification of opportunities across business growth, capital raising, cashflow optimisation, succession planning, and exit strategies
Translate complex financial and business information into clear, actionable insights
Build and maintain strong relationships with external professionals (e.g. corporate finance advisers, accountants, legal specialists) to support client outcomes
Facilitate introductions to third-party partners where appropriate
Contribute to thought leadership through articles, webinars, and internal knowledge sharing
Act as a spokesperson on business owner and SME topics where required
Maintain up-to-date knowledge across tax, trusts, and financial planning disciplines (investment, retirement, protection)
Represent and promote the Private Client proposition at internal and external events
Collaborate with colleagues to enhance capability and deliver strong client outcomes

Essential Criteria

Strong knowledge of personal and corporate tax, trust planning, and financial planning across investment, retirement, and protection solutions
Fellowship status (or actively working towards it)
Proven experience supporting high-net-worth clients with complex financial and business planning needs
Strong client-facing skills and the ability to build trust and credibility
Ability to analyse complex scenarios and develop tailored, practical solutions
Experience working in corporate finance, business advisory, or a related field
Strong communication skills, with the ability to explain complex concepts clearly

Desirable:

Professional qualifications such as ACA, ACCA, CFA, or similar

Special Requirements:

Please be aware that this position is a Certification role under the Senior Managers and Certification Regime.

What's in it for you?

We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts.
We also have benefits to support whatever stage of life you are in, including:

Competitive parental leave (26 weeks full pay)
Private medical insurance (optional taxable benefit)
Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.

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 [email protected]

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.

What's next?

If you're excited about this role and believe you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and 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.

Apply Now

Refine Your Search

trust manager jobs in stanway, gls

Private Client - M&A Advisor

Empty Homes Manager

MICE Events & Solutions Project Manager - Employee Ownership Trust - Gloucestershire

Operations Manager

Senior Project Manager

Regional Partnerships & Fundraising Manager

Account Manager

Operations Manager (Managed Services)

Senior Program Manager

Services Programme Manager

Senior Programme Manager

Delivery Manager

Head of Digital Programmes, Band 8c

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Head of Systems Improvement

Operational Excellence Transformation Specialist

Deputy Manager - Worcester

Business Development Manager (BDM)

Store Manager

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