Senior FP&A Partner - Wealth Planning Leader

Close Brothers Group; Chester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is looking for a Senior Finance Business Partner to join their FP&A function. You will act as a key partner to senior leadership, enhancing financial performance through insightful analysis and forecasting. Your responsibilities include leading a developing team, driving process improvements, and fostering stakeholder relationships within the Wealth Planning division. Excellent communication, financial modelling expertise, and a qualified accountant background are essential. A dynamic work environment awaits with opportunities for growth and impactful contributions.

Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Qualifications

• Significant experience in commercial FP&A or Finance Business Partnering role, ideally within wealth management.
• Strong financial modelling, scenario analysis and commercial decision-support skills.
• Experience managing large and complex datasets.

Responsibilities

• Act as the lead Finance Business Partner to the Wealth Planning business.
• Deliver accurate, timely and relevant MI, analysis and insight.
• Develop robust financial models for potential acquisitions.

Skills

Commercial FP&A or Finance Business Partnering

Financial modelling

Scenario analysis

Excellent Excel skills

Exceptional communication skills

Education

Qualified accountant (CIMA, ACA or ACCA) with 3+ years PQE

Tools

Power BI

SAP Analytics Cloud

Workday Adaptive Planning

Job description

A leading financial services firm in the UK is looking for a Senior Finance Business Partner to join their FP&A function. You will act as a key partner to senior leadership, enhancing financial performance through insightful analysis and forecasting. Your responsibilities include leading a developing team, driving process improvements, and fostering stakeholder relationships within the Wealth Planning division. Excellent communication, financial modelling expertise, and a qualified accountant background are essential. A dynamic work environment awaits with opportunities for growth and impactful contributions.