- 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.
- 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 (, 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.
- 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
Senior Finance Manager - Cirencester, United Kingdom - St. James's Place
Description
St. James's Place (SJP) works inpartnership to plan, grow and protect our clients' financial futures. Wedeliver personalised, face-to-face financial advice to our clients, who trustus to manage their money to reach their goals. We provide this service via thePartnership, a network of qualified, expert advisors. We put financialwellbeing and responsible business choices at the heart of everything we do. Webelieve in the value of difference and know that diverse teams can help usproblem solve and innovate for clients.
We look for people to join SJP to make animpact and to contribute to our culture which is based around long termrelationships, 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:
Who we're looking for:
What's in it for you?
*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)
Flexible Working
We know that everyone works best indifferent ways, at different times and in different environments. We haveintroduced a hybrid working policy to provide greater flexibility for part-timework, job-sharing, remote working, and flexibility on hours. Our people areencouraged to work in a flexible way that suits their lifestyle, so please askthe question and start a conversation
Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If you think you would be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryou tick every box.
Reasonable Adjustments
We're anequal opportunities employer and want to ensure our recruitment process isaccessible and inclusive for all, if you require reasonable adjustment(s) atany stage please let us know by emailing us at