Senior FP&A Partner — Wealth Planning Leader

Close Brothers Group; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading financial services company in the UK is seeking a Senior Finance Business Partner to support the Wealth Planning team. The role involves delivering insightful analysis, developing financial models, and driving process improvement. Ideal candidates will have significant experience in finance and excellent communication skills. The position offers opportunities to lead a team and shape business strategy, with a focus on performance tracking and decision support.

Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Qualifications

• Significant experience in a commercial FP&A or Finance Business Partnering role.
• 3+ years PQE as a qualified accountant.
• Strong analytical skills in financial modelling.

Responsibilities

• Act as the lead Finance Business Partner for the Wealth Planning business.
• Deliver accurate and insightful financial analysis and reports.
• Develop robust financial models for potential acquisitions.

Skills

Commercial decision-support

Financial modelling

Communication

Relationship management

Proactive mindset

Education

Qualified accountant (CIMA, ACA, ACCA)

Tools

Excel

Power BI

SAP Analytics Cloud

Job description

A leading financial services company in the UK is seeking a Senior Finance Business Partner to support the Wealth Planning team. The role involves delivering insightful analysis, developing financial models, and driving process improvement. Ideal candidates will have significant experience in finance and excellent communication skills. The position offers opportunities to lead a team and shape business strategy, with a focus on performance tracking and decision support.