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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 are in search of a Senior Finance Manager to oversee financial operations and facilitate the delivery of SJP Investment reporting.
In this role, you'll primarily be responsible for communicating the monthly financial outcomes of SJPUTG, a pivotal entity within the group that significantly impacts overall results. Additionally, you will ensure compliance with regulatory reporting requirements, thereby upholding the group's regulatory obligations.
What you'll be doing:
- Leading the Financial Reporting team to ensure accurate, compliant, and timely financial reporting for SJP Investment, particularly SJPUTG.
- Providing effective support and guidance to senior management on financial and regulatory matters.
- Delivering comprehensive management information to the Boards of SJPUTG.
- Coordinating capital management activities and preparing dividend proposals.
- Maintaining a robust control environment to ensure accuracy in reporting.
- Orchestrating engagement between the Finance team and Investment Operations/Custodian (State Street).
- Leading the consolidated Group financial reporting of the SJP Unit Trusts.
- Chairing the Finance/Investment Operations working group meetings.
- Supervising the financial reporting team's interactions with SJP Unit Trust valuation experts, both internal and external.
- Representing finance on the Investment Operations Committee.
- Providing ongoing support and challenge to investment projects.
- Assisting the Group reporting team with technical accounting queries on an ad-hoc basis.
Who we're looking for:
- Knowledge and experience in Financial Reporting, encompassing statutory and regulatory aspects.
- Proficiency in interpreting financial data and management information to advise decision-making.
- Possession of an accounting qualification (e.g., ACA, ACCA).
- Strong stakeholder management skills and organizational abilities.
- Detailed understanding of the past, current, and future financial landscape of SJP UTG.
- Familiarity with the governance structure of the business, ensuring appropriate risk management and decision-making processes.
- Self-motivated individual capable of establishing and developing processes, working with minimal direction, and addressing challenges with credibility and comfort when dealing with senior executives.
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 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 [email protected]
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.
