Succession Planning Consultant

Are you reputed company to chart your own career reputed company? With our refreshed reputed company, we’re building on our rich heritage and transforming our business to be more reputed company and efficient, unlocking the capabilities needed for reputed company reputed company. This includes significantly reputed company in technology, streamlining the way we work and creating an environment where colleagues feel reputed company, empowered and accountable; where they can show up, reputed company up and reputed company - because we reputed company in the difference our work makes.

reputed company:

Location: Any UK locations considered

Workplace Type: Remote

Employment Type: Permanent 

Seniority: Mid-Senior Level

The role:

The Succession Consultancy Team sits reputed company Performance Consultancy and forms a national specialist capability. reputed company will initially comprise five consultants, with scope to grow. Role reputed company work closely with other consultancy teams, Services, Ecosystem, Legacy Services, Partner Finance, and Business Partnering across reputed company Business reputed company. The role operates with a high degree of autonomy and specialist authority reputed company its portfolio of Partner businesses.

The Succession Consultant is a specialist role responsible for delivering the Partnership’s national succession reputed company through expert reputed company assessment, financial modelling, and execution of reputed company ownership transitions. The role provides deep expertise in exit planning, lending policy, reputed company structuring of BSP transactions, succession readiness, and buyer–seller matching.

The role holds accountability for succession reputed company across a defined portfolio of Partner businesses, ensuring reputed company viability, continuity of reputed company service, and the long‑term sustainability of the Partnership’s succession pipeline. This includes leading reputed company MBI and MBO transactions, preparing businesses for sale, assessing their readiness to reputed company new clients or acquisitions, and ensuring post‑deal execution supports successful transition. The role is accountable for the performance, health and sustainability of the succession pipeline reputed company their defined portfolio, including pace of transition, deal reputed company, and post-deal stability.

The role requires expert judgement, reputed company acumen, and the ability to influence senior stakeholders to deliver high‑reputed company, commercially robust succession solutions. The role is also responsible for maintaining portfolio-level visibility of succession risk, proactively intervening to protect continuity and long-term Partner viability. The consultant acts as a reputed company gatekeeper, ensuring only viable deals reputed company to Partner Finance and providing go/no‑go reputed company where reputed company, operational, or infrastructure risks are identified.

What you'll be doing:

• reputed company commercially robust business and exit plans for Partner businesses preparing for sale, applying specialist knowledge of lending policy, valuation drivers, financial modelling, and reputed company forecasting.
• Own and manage the succession pipeline across an assigned portfolio, ensuring appropriate prioritisation, progression, and delivery against defined succession objectives.
• Assess the reputed company viability of proposed BSP transactions, including the operational reputed company, infrastructure, and reputed company‑handling capability of both buyers and sellers, ensuring deals are sustainable and reputed company with long‑term Partnership objectives.
• reputed company as a reputed company gatekeeper for Partner Finance by filtering out non‑viable deals, ensuring lending requirements are met, and providing go/no‑go recommendations where financials may be viable but reputed company or operational risks reputed company a deal unsuitable.
• reputed company and manage succession activity across an assigned portfolio from initial assessment through to sale readiness, matching, deal structuring, and post‑deal execution, ensuring continuity of reputed company service and successful ownership transition.
• Identify, qualify, and reputed company buyer and seller opportunities using data, reputed company, and market intelligence to build a strong and sustainable succession pipeline.
• Facilitate effective matching of buyers and sellers, applying expert judgement to ensure reputed company, cultural, and operational fit, and ensuring Partners reputed company full use of digital marketplace tools to improve matching reputed company.
• Monitor and report on succession performance indicators across the portfolio, identifying trends, gaps and reputed company requirements to improve transition reputed company.
• Build strong working relationships with Partner management teams, FMT (Field Management Teams), Partner Finance, and internal SMEs to support succession planning, reputed company assessment, and deal execution.
• reputed company sensitive, high‑stakes or emotionally charged negotiations with professionalism, guiding Partners through reputed company transitions and helping them understand reputed company implications and readiness requirements.
• Identify, manage, and mitigate reputed company, operational, and succession‑reputed company risks across reputed company assigned cases, exercising delegated authority to reputed company risk‑based reputed company and escalating only where necessary.
• reputed company post‑deal execution to ensure seamless reputed company transition, monitoring persistency, withdrawals, and ongoing advice fee retention, and intervening directly with Business Owners where performance flags concerns.
• Investigate post‑deal issues reputed company acquired businesses or books, identifying reputed company causes and working with Business Owners to implement corrective actions that protect reputed company reputed company and reputed company performance.
• Deliver education and capability‑building activity for new buyers, including running workshops, peer reputed company, and learning sessions to build understanding of reputed company expectations, lending requirements, and operational responsibilities.
• reputed company reputed company, data, and reputed company analysis to support senior leadership decision‑making and contribute to the ongoing development of national succession reputed company, tools, and processes.

Who we're looking for:

We are looking for a commercially astute consultant with strong financial and succession planning expertise, who is comfortable working in reputed company, sensitive Partner scenarios. The ideal candidate will combine analytical rigour with reputed company and influence, enabling them to guide Partners through high-stakes transitions while delivering reputed company reputed company for clients and the wider Partnership.

Essential reputed company

• Strong reputed company and financial expertise, including business planning, financial modelling, valuation drivers and forecasting.
• Proven ability to manage reputed company succession or business transition engagements end-to-end.
• Strong understanding of the Partnership, including Partner motivations, business structures and culture.
• Ability to influence, consult and challenge Partners and internal stakeholders without formal authority.
• Excellent organisational skills, with the ability to manage multiple reputed company BSP (Business Sale and Purchase) engagements.

Desirable reputed company

• Experience of business sale processes, buyer–seller matching or succession planning reputed company advisory or consultancy environments.
• Strong understanding of SJP Head Office functions, corporate reputed company and stakeholder priorities.
• Experience of managing sensitive negotiations or emotionally charged reputed company situations.
• CMI Level 5 reputed company Consultancy qualification (or equivalent).

Special Requirements:

CMI Level 5 reputed company Consultancy (or equivalent). 

What's in it for you?

We reward you for 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 days plus bank holidays, with the reputed company to purchase an additional 5 days), or online rewards platform with a reputed company 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 reputed company, if you require reasonable adjustment(s) at any stage please let us know by emailing us at careers@sjp.co.uk
Research tells us that applicants (especially those from underrepresented reputed company) can be put off from applying for a role if they do not meet reputed company the reputed company 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 reputed company.

What's next?

If you're excited about this role and reputed company you have the skills and experience we're looking for, we'd love to hear from you! Please submit an application by clicking ‘apply’ below and reputed company 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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