Finance Business Partner

Hargreaves Lansdown Asset Management Limited; Bristol; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading investment platform is looking for an experienced Finance Business Partner to provide financial support to its product and channel teams. This role involves overseeing financial reporting, budgeting, and delivering insightful analysis to ensure financial plans are met. Candidates should be qualified accountants with strong analytical and communication skills. The position offers a hybrid working pattern based in Bristol and includes various benefits like a discretionary bonus, enhanced parental leave, and private medical insurance.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Pension scheme up to 11% employer contribution

Private medical insurance

Gym memberships

Qualifications

• Qualified accountant with current technical knowledge and post-qualification experience.
• Ability to understand strategic business goals and wider business context.
• Excellent analytical skills to translate complex financial data into actionable insights.

Responsibilities

• Responsible for financial reporting, budgeting, and forecasting.
• Deliver insightful analysis and robust financial controls.
• Manage risks and opportunities in financial plans.

Skills

Analytical skills

Financial modelling

Communication skills

Problem-solving

Advanced Excel skills

Education

Qualified accountant (ACCA, CIMA, CIPFA, ACA)

Job description

Excited to grow your career?

Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL.

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 Parter 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

• Co-Create Three Year Plan (3YP) and Budget
• Delivering the Budget, ensuring risks and opportunities are proactively identified and mitigated / acted upon
• Income Statement & Balance Sheet responsibility, spanning both Underlying & Strategic investment
• Additional responsibility for Entity level financial statements may be applicable
• Owning Finance Management Information, ensuring 'financials' are underpinned by 'non-financial' insights, working closely with Data Team colleagues
• Responsible for forecasting, by ensuring projections are underpinned with commercial rationale, and activity driven wherever possible
• Owning investment analysis; including by not limited to; propositional development, pricing, incentives, OD investment. Ensure appropriate challenge of any investment with delivery of LoB/Product/Channel OKR's and the overall HL 3YP and Budget
• Creating profitability analysis, working across the business and broader Finance team. Ensure alignment with Consumer Duty framework and our Assessment of Value obligations
• Ensuring risks are identified and registered, and remediation plans put in to place & delivered
• Support and where appropriate lead on competitor analysis to inform propositional investment opportunities, activity & cost benchmarking etc
• Closely understand the LoB/Product/Channel proposition, its clients, and their journeys. Help the LoB/Product/Channel leadership understand the revenue and cost opportunities and how product and journey design impacts financial performance

About you

• Qualified accountant (ACCA, CIMA, CIPFA, ACA) with current technical knowledge and post qualification experience
• Ability to understand the strategic business goals of an organisation, with the ability to 'look beyond the numbers' and understand the wider business context
• Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights
• Strong financial modelling and analytical capabilities, with advanced Excel skills
• Excellent communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation
• 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 be a two stage interview including a task

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

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* & annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure time
• Option to purchase an additional 5 days holiday per year at annual enrolment
• 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 & Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patientcare
• Help@hand and an Employee Assistance Programme
• Gympass - gym memberships and wellbeing apps available
• Variety of travel to work schemes with free bike storage and shower facilities
• An inhouse barista serving subsidised coffee and snacks
• Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year)
• LifeWorks Discounts on services, restaurants and retailers

* dependant on role level

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information

Please note, we are unable to provide employment sponsorship to candidates. #HLI