Job description
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

What you’ll be doing:

You will take responsibility for the oversight and delivery of the SJPUK and Investment Administration monthly management accounts and associated financial, regulatory and statutory reporting.

Key Responsibilities:
• Delivery and ownership of the relevant management accounts.
• Provision of financial information to the Entity Boards
• Review, challenge and sign-off the relevant monthly controls pack.
• Ownership of capital management activities for the relevant entities.
• Preparation of relevant papers as required i.e. dividend proposals.
• Provide senior management with relevant insights on the financial performance of the business on a monthly basis.
• Manage the relationship with 3rd party administrators including understanding and challenging their processes, controls and outputs, working with them on ad-hoc projects and resolving issues.
• Statutory reporting – own and deliver the relevant entity statutory reporting & accounts whilst managing external audit queries.
• Regulatory reporting – oversight and delivery of the Group and UK Solvency II reporting.
• Subject matter expert for relevant entity accounting, preparing technical papers, presenting on key topics and being involved in project work as and when required.

Who we’re looking for:

You will be self-motivated and experienced Financial Accountant with In depth knowledge of financial accounting and the ability to understand and interpret financial information. You will have previous experience working within financial services and experience working with life insurance accounting would be highly desirable.

We are looking for a professional who can work with minimal direction, who takes the initiative with a pro-active approach to problem solving. You will have excellent stakeholder engagement and management skills and be comfortable discussing and communicating key financial information with senior executives.

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 [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.