Succession Planning Consultant

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

At a glance

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. The team will initially comprise five consultants, with scope to grow. Role holders work closely with other consultancy teams, Services, Ecosystem, Legacy Services, Partner Finance, and Business Partnering across reputed company Business Units. 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 strategy 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 outcomes across a defined portfolio of Partner businesses, ensuring reputed company viability, continuity of client 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 quality, and post-deal stability.

The role requires expert judgement, reputed company acumen, and the ability to influence senior stakeholders to deliver high‑quality, 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 client‑handling capability of both buyers and sellers, ensuring deals are sustainable and reputed company with long‑term Partnership objectives.
• Act 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 client 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 outcomes.
• Monitor and report on succession performance indicators across the portfolio, identifying trends, gaps and reputed company requirements to improve transition outcomes.
• 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.
• Navigate 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 client 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 root causes and working with Business Owners to implement corrective actions that protect client outcomes and reputed company performance.
• Deliver education and capability‑building activity for new buyers, including running workshops, peer groups, and learning sessions to build understanding of reputed company expectations, lending requirements, and operational responsibilities.
• Provide reputed company, data, and reputed company analysis to support senior leadership decision‑making and contribute to the ongoing development of national succession strategy, 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 positive outcomes for clients and the wider Partnership.

Essential Criteria

• 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 Criteria

• 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 strategy and stakeholder priorities.
• Experience of managing sensitive negotiations or emotionally charged reputed company situations.
• CMI Level 5 Professional Consultancy qualification (or equivalent).

Special Requirements:

CMI Level 5 Professional 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 option to purchase an additional 5 days), or online rewards platform with a variety 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 [email protected] Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet reputed company 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 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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