Partner Finance Apprentice - Cirencester, United Kingdom - St. James's Place

St. James's Place
St. James's Place
Verified Company
Cirencester, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Who We Are
People have always been at the heart of St.

James's Place, we value long-term relationships, and we are a home for people who care about the future - financially, environmentally and socially.

These core values have enabled us to become a leading FTSE 100 Wealth Management company.


Our Apprenticeship Programme is a fantastic alternative to university and a unique opportunity to complete a funded and supported qualification whilst you work within one of our divisions, gaining both valuable work experience and ongoing training as well as immersing yourself in our inclusive and collaborative culture.

This structured development path is delivered alongside support from your line manager and the wider business.

You will be an apprentice with us for one year and then you will be in a position to take a role within your chosen division.


Location:
Cirencester


Salary:
£20,830


NB:

Assessment centres for this vacancy will be run on 21 March 2024
so please ensure you are provisionally available to attend.


As an Apprentice in the Partner Lending team, you will study towards either your Level 3 AAT Accountancy exams or your Level 3 Certificate in Financial Services, depending on your interests, skillset and aspirations.

After the apprenticeship there are many different career opportunities you can take. You will look to continue within the team as a Lending Coordinator, or within the wider Partner Finance team.


The team have previously had an apprentice who is now a valued member of the team and has flourished over the last three years.


The Partner Lending team is a small team of 10 within the Strategy & Partner Finance division, responsible for supporting SJP Partners by providing them with loans to purchase clients, for marketing purposes or for a Business Sale & Purchase (BSP).

This team is integral is helping the Partners grow their businesses and therefore increase the SJP Funds Under Management.


Our Partner Loan Book exceeds £800m and financial assessment (underwriting) is an essential part of ensuring new loans are appropriate for borrowers needs and situations.

As part of this role, you will prepare and assess new lending proposals for approval, in support of the provision of loans to our Partnership.


Some of the responsibilities you could have include:

  • Creating/Preparation and issue of loan agreements from documents that have been received from Partnerships.
  • Liaising with other teams and SJP Partners to fulfil the Partner Lending process.
  • Creating payments and drawdowns.
  • Reviewing accounts and bank statements.
  • Ensuring our lending documents that we have created are compliant with the Financial Conduct Authority and Companies House records.
You will have full support whilst doing this to ensure you are confident enough to run these processes.


What you'll be doing:

We are looking for a confident communicator, who is able to multi-task and can maintain a professional manner.

You should have an interest in process improvement and making suggestions for change, as well as being adaptable to changing priorities.


Other required skills to be successful:

  • Brilliant time management skills.
  • Able to follow guidance, as well as use your own initiative.
  • Strong attention to detail.
  • Good analytical skills.
  • Strong working knowledge of Microsoft Office, particularly Excel.


If you are interested in role, you will need to hold a minimum of level 4 in English Language and Mathematics.


Flexible Working
We understand that employees work best in different ways, at different times and in different environments.

We value all of our employees and appreciate that everyone is unique, and at one of many stages within their career.

Recognising this, 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 where it can be accommodated, so please ask the question and start a conversation


Why work for us?

Our Rewards
In addition to an attractive salary and eligibility to participate in the discretionary annual bonus opportunities, you will also receive an excellent benefits package including:

  • Non-Contributory Pension
  • 10% (increasing with length of service) with further pension matching
  • Significant protection benefits with real value, such as 10X life cover, PHI, and critical illness.
  • Outstanding terms and conditions including 6 months paid parental leave.
  • Private Medical and Dental Insurance
  • 28 days holiday entitlement plus bank holidays (based on fulltime equivalent) with the option to buy up to an additional 5 days holiday
  • Discretionary bonus scheme dependent on company and personal performance, varied by level
  • Not applicable to fixed term contracts (standard uplift applies in lieu of the protection benefits)

Our Culture
Our culture is the glue that binds us tog
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