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Partner Finance Consultant

Job in Cirencester, Gloucestershire, GL7, England, UK
Listing for: St. James’s Place
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant, Financial Compliance
Salary/Wage Range or Industry Benchmark: 60000 - 95000 GBP Yearly GBP 60000.00 95000.00 YEAR
Job Description & How to Apply Below

Are you ready tochart 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

About the role

We’re looking for a knowledgeable and commercially minded Partner Finance Consultant to provide expert guidance and oversight across our Partner Finance proposition. This includes Business Sale and Purchase (BSP), succession planning, and a range of financing arrangements that support our Partners’ business growth and long-term strategy. Working closely with Partners, the Field Management Team and internal specialists, you’ll play a key role in shaping financial outcomes while ensuring policies, procedures and standard process are clearly understood and applied.

What you’ll be doing
  • Leading the communication of Partner Finance policies, procedures and structuring guidance to Partners and the Field Management Team
  • Acting as a trusted consultant to assess Partners’ current and future financing needs, including BSP, succession planning and restructuring
  • Supporting Partners through complex business transactions, including business sales, purchases and financing applications
  • Collaborating with internal specialists (Legal, Tax, Accountancy, Regulatory) to deliver effective and compliant solutions
  • Building positive relationships with stakeholders across the Partnership, providing guidance and influencing decision-making
  • Acting as a ‘triage’ point to ensure lending proposals are aligned to policy before progressing to credit committees
  • Supporting more complex transactions and, where required, project managing activity through to completion
  • Finding opportunities for Partners to enhance business value, including growth strategies and future exit planning
  • Contributing to the development of the Partner Finance proposition and continuous improvement initiatives
  • Delivering training, workshops and presentations to promote the Partner Finance offering and build capability within the Field
Who we’re looking for

We’re seeking a confident and commercially astute professional who can combine technical knowledge with a strong consultative approach. You’ll be comfortable working with senior stakeholders, influencing decisions and navigating complex financial scenarios with credibility and professionalism. With excellent communication skills and a proactive demeanour, you’ll be driven to deliver high-quality outcomes for Partners while contributing to the ongoing success of the wider business.

Essential

skills and experience
  • Solid understanding of financial services, business structures and financing arrangements, with the ability to apply this in a consultative environment
  • Proven ability to build and manage senior stakeholder relationships, influencing outcomes and managing expectations
  • Excellent problem-solving and analytical skills, with experience handling complex or sensitive cases
  • Strong communication and presentation skills, with the ability to deliver clear guidance to a range of audiences
Desirable skills and experience
  • Professional qualifications (e.g. ACCA, CIMA, ACA, Diploma in Financial Services or similar)
  • Experience supporting business transactions such as acquisitions, disposals, succession planning or restructuring

What's in it for you?

We reward youfor 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 daysplus bank holidays, with the option to purchase an additional 5 days), oronline 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)
  • 10% non-contributory pension (increasing with length of service)
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
Research tells usthat 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.

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