Finance Business Partner

TN United Kingdom; Bristol; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced Finance Business Partner to join its dynamic Commercial Finance team in Bristol. In this pivotal role, you will provide comprehensive financial support, including budgeting, forecasting, and financial reporting, while driving profitable growth and efficiency. The company offers a hybrid working model, allowing flexibility in your work schedule. With a focus on innovation and continuous improvement, this role presents an exciting opportunity to make a significant impact on the organization’s financial strategies and contribute to its mission of empowering investors. Join a collaborative environment where your expertise will be valued and your career can flourish.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Option to purchase additional holiday

Flexible working options

Enhanced parental leave

Pension scheme up to 11% employer contribution

Sharesave scheme

Income Protection and Life insurance

Private medical insurance

Health care cash plans

Qualifications

• Qualified accountant with technical knowledge and post qualification experience.
• Excellent analytical skills to translate complex financial data into insights.

Responsibilities

• Provide financial support to product and channel leadership.
• Deliver insightful analysis and robust financial controls.

Skills

Financial Analysis

Budgeting

Forecasting

Financial Reporting

Analytical Skills

Problem Solving

Communication Skills

Excel Skills

Education

Qualified Accountant (ACCA, CIMA, CIPFA, ACA)

Tools

Excel

Job description

Social network you want to login/join with:

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

Due to the growth of Hargreaves Lansdown’s Finance function, we have an exciting and rewarding opportunity for an experienced Finance Business Partner to join our Commercial Finance team.

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!

About the role

Due to the growth of Hargreaves Lansdown’s Finance function, we have an exciting and rewarding opportunity for an experienced Finance Business Partner to join our Commercial Finance team.

As Finance Business Partner (FBP), you will be responsible for providing all financial support to the product, channel, or line-of-business. This includes being accountable for all financial reporting, budgeting, and forecasting. The FBP will deliver insightful analysis and robust financial controls, ensuring delivery of the plan, including the management of both risk and opportunity.

What you’ll be doing

1. Finance Business Partner to the HL Product Director (Investment & Retirement), forming part of the product leadership Team
2. Co-Create the Three-Year Plan (3YP) and Budget
3. Deliver the Budget, ensuring risks and opportunities are proactively identified and mitigated / acted upon
4. Income Statement & Balance Sheet responsibility, spanning both Underlying & Strategic investment
5. Lead on cost leadership, championing ‘Save to Invest’ and the pursuit of efficiency. Drive profitable growth, and positive operating leverage
6. Own Finance Management Information, ensuring ‘financials’ are underpinned by ‘non-financial’ insights, working closely with Data Team colleagues
7. Own forecasting by ensuring projections are underpinned with commercial rationale, and activity driven wherever possible e.g. New Business sales pipeline x conversion x revenue x direct costs
8. Own investment analysis; including by not limited to; propositional development, pricing, incentives, OD investment. Ensure appropriate challenge of any investment with delivery of the ‘line of business’ OKR’s and the overall HL 3YP and Budget
9. Create profitability analysis, working across the business and broader Finance team
10. Ensure alignment with Consumer Duty framework and our Assessment of Value obligations
11. Be a balanced voice of the client, colleague, and shareholder
12. Ensure finance risk and controls maturity. Risks are identified and registered, and remediation plans put into place and delivered
13. Support and where appropriate lead on competitor analysis to inform propositional investment opportunities, activity & cost benchmarking etc.
14. Intimately understand the ‘line of business’ proposition, its clients and their journeys. Help the leadership understand the revenue and cost opportunities and how product and journey design impacts financial performance
15. Work across Financial Control and Commercial Finance to ensure best practice ways of working.

About you

1. Qualified accountant (ACCA, CIMA, CIPFA, ACA) with current technical knowledge and post qualification experience
2. Ability to understand the strategic business goals of an organisation, including revenue streams and pricing, with the ability to ‘look beyond the numbers’ and understand the wider business context
3. Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights
4. Ability to work flexibly with conflicting demands so that work is scheduled to meet changing priorities and deadlines, with the ability to plan and organise own workload effectively and get things done.
5. Strong attention to detail and ability to identify and resolve issues proactively
6. Strong financial modelling and analytical capabilities, with advanced Excel skills
7. Excellent communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation
8. Proactive, results-oriented, and commercial mindset with the ability to thrive in a fast paced, high growth environment
9. A clear and logical approach to problem solving with the ability to interpret both financial and non-financial impacts of commercial decisions.

Interview process

The selection process will incorporate competency-based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be a presentation to prepare and deliver.

Working Schedule

This role is based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We have returned to the office, however for this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office circa 3 times a week.

Why us?

Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus*and annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday**
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL’s future
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and outpatient care