Finance Business Partner

Schroders; Greater London; Hybrid; GBP 80,000 - 110,000; Full time

Job summary

Schroders is seeking a Finance Business Partner to join the Wealth Management FP&A team. The role focuses on partnering with the WM COO, including Transformation, Operations, Technology and Data functions, acting as a trusted advisor with forward-looking analysis and commercial insight.

You will lead performance reviews, shape budgets and forecasts, and support strategic initiatives through data-driven financial analysis. Flexible working arrangements may be considered.

Qualifications

• Qualified with ACCA, CIMA, ACA or equivalent.
• Experience in FP&A, commercial finance or transformation.
• Proven experience in business partnering and influencing senior stakeholders.
• Strong commercial acumen with supportive decision-making in a complex business.

Responsibilities

• Act as a trusted finance advisor to the WM COO and related functions, supporting decision-making division-wide.
• Provide commercial insight on investment cases, cost optimisation and strategic initiatives.
• Translate financial performance into clear, actionable recommendations that drive business outcomes.
• Lead performance discussions, interpret management information and challenge performance against targets.
• Shape budgets and forecasts with robust assumptions aligned to strategy.
• Deliver ad hoc financial analysis for strategic topics and influence resource allocation.

Skills

Finance partnering

Commercial acumen

Stakeholder management

Data analysis

Business partnering

Education

ACCA/CIMA/ACA or equivalent

Tools

Power BI

HFM

Job description

Who we’re looking for

We are looking for a Finance Business Partner to join the Wealth Management Financial Planning & Analysis (‘FP&A’) team. The role will focus on partnering with the WM COO including Transformation, Operations, Technology and Data functions.

The Finance Business Partner will act as a trusted advisor to the business, combining strong financial insight with commercial acumen to provide forward-looking analysis, challenge performance, and support key strategic initiatives.

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base

We have been at 1 London Wall Place since 2018. We’re close to our clients, in the heart of the UK’s financial centre, and have everything we need to work flexibly.

What you'll do

Business Partnering & Commercial Support

• Act as a trusted finance advisor to the WM COO and Operations, Transformation, Data and Technology functions, supporting decision-making division wide
• Provide commercial insight on key decisions including investment cases, cost optimisation, and strategic initiatives
• Translate financial performance into clear, actionable recommendations that drive business outcomes

Performance Management & Insight

• Lead performance discussions with the specified business functions, focusing on key drivers
• Interpret management information and challenge performance against targets, identifying risks and opportunities
• Provide clear, structured commentary on financial performance, linking outcomes to underlying business activity

Planning & Forecasting (Business Ownership)

• Partner with stakeholders to shape budgets and forecasts, ensuring assumptions are robust and aligned to strategy
• Provide forward-looking analysis and scenario modelling to support strategic planning
• Challenge business inputs and ensure financial plans reflect operational reality

Strategic Analysis & Projects

• Support strategic initiatives, transformation programmes, and business change through financial analysis and insight, business case review and benefits tracking
• Deliver ad hoc analysis on key topics
• Influence prioritisation and resource allocation decisions across the business

Performance Challenge & Governance

• Act as a critical POC to the business, providing constructive challenge on performance and cost discipline
• Ensure financial outcomes are well understood and aligned with strategic objectives
• Work closely with other members of the team to ensure consistency between reported performance, forecasts, and business narrative

The knowledge, experience and qualifications you need

• Qualified (ACCA, CIMA, ACA or equivalent) with strong experience in FP&A, commercial finance or transformation financials
• Experience and exposure to business cases, benefits realisation and the financial impact of transformation initiatives
• Proven experience in business partnering, with the ability to influence senior stakeholders
• Strong commercial acumen, with experience supporting decision-making in a complex business environment
• Experience in financial analysis, planning, and performance management
• Excellent analytical capability, with confidence working with data and translating insights into clear narratives
• Strong communication and stakeholder management skills
• Wealth Management experience with exposure to Operations, Technology, Data and Transformation advantageous
• Experience with HFM, Power BI and management allocations advantageous

The knowledge, experience and qualifications that’ll help

• Commercially minded, with a strong focus on value creation and business outcomes
• Curious and proactive, with the ability to challenge constructively and influence decisions
• Strong communicator, able to translate complex financial information into clear, relevant insight
• Collaborative team player, comfortable working across Finance and the business
• Able to manage competing priorities and deliver in a fast-paced environment

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.