Financial Modelling Lead
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 seeking a technically adept individual with an interest in actuarial modelling and a flair for coding. You'll be the linchpin in our SJP Business Sales & Purchase Valuation model, leading pivotal initiatives and growing your expertise in SQL, Power BI, VBA, and Excel.
What you'll be doing:
- Become the go-to expert for the Business, Sale and Purchase Valuations model, guiding projects and daily operations with your expertise.
- Take charge of data analysis and establish robust checks-and-controls within the Valuations model.
- Manage our arsenal of Power BI dashboards, SQL queries, macros, and Tableau reports.
- Lead the routine valuation of SJP's renewal Income assets.
- Contribute to the development of the Business Sale and Purchase scheme and SJP Debt and Equity propositions through comprehensive Valuation reports.
- Bridge the gap between technical complexities and non-technical partners by communicating analysis results effectively.
- Ensure quality control and lead all aspects of the BAU actuarial process.
- Continuously find opportunities for improvement and champion a culture of ongoing enhancement.
- Provide accurate and timely responses to Partner queries within SLA.
- Apply your knowledge to drive operational efficiency improvements across the division.
Who we're looking for:
- This role is perfect for a seasoned graduate with a background in Financial services experience
- Actuarial knowledge and proficiency in Excel
- Familiarity with the Business Sale & Purchase Valuation Model/process and actuarial valuation principles.
- Strong problem-solving skills and adaptability to tailor solutions for SJP Partners.
- Excellent communication skills with the ability to engage diverse stakeholders confidently.
Desirable but not essential:
- SQL, VBA coding, Power BI, Tableau and automating tasks using Power Queries.
Special Requirements:
- Occasional attendance and travel to Partner meetings within the UK may be required.
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.
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.
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