Finance Business Partner

Overview

As a Finance Business Partner in the Wealth Management FP&A team, you will drive divisional revenue and AUM analytics, support decision-making, and challenge performance against targets. You’ll partner with regional finance colleagues to deliver consistent forecasting, reporting, and governance, translating financial insights into actionable recommendations. Your work will shape pricing, propositions, and strategic initiatives, contributing to the division’s growth and efficiency. The role offers exposure to cross-regional collaboration in a global investment manager with a strong client focus and transformation agenda.

Pay / Benefits

• flexible working arrangements
• equal opportunities employer
• supportive inclusion culture

Responsibilities

• Partner with regional Finance Business Partners to support divisional decision-making and reflect local market insight in Revenue and AUM analysis
• Provide commercial insight on growth, pricing, proposition, pipeline and strategic initiatives
• Translate financial performance into clear, actionable recommendations to influence business outcomes
• Own divisional forecasting framework and consolidated outlook for Revenue, AUM and flows
• Improve divisional revenue forecast methodology and assumptions framework across regions
• Enhance divisional reporting framework and tools for Revenue and AUM with cross-regional input
• Synthesize regional performance into a divisional view, challenge outcomes against targets, identify risks and opportunities
• Provide structured commentary linking financial outcomes to business activity
• Coordinate and challenge Revenue and AUM assumptions across regions for robust budgets and forecasts
• Provide forward-looking Revenue and AUM analysis and scenario modelling to support planning
• Support strategic initiatives, transformation programmes, and benefits tracking
• Deliver ad hoc analysis on key topics
• Ensure financial outcomes align with strategic objectives and support governance

Key requirements

• Qualified (ACCA, CIMA, ACA or equivalent)
• Experience in FP&A, commercial finance or transformation financials
• Experience in revenue, AUM, flows, pricing, pipeline or profitability analysis in financial services
• Experience building or challenging revenue forecasts and linking commercial activity to financial outcomes
• Proven experience in business partnering and influencing senior stakeholders
• Strong commercial acumen with decision-support in a complex environment
• Experience in financial analysis, planning, and performance management
• Excellent analytical capability and ability to translate data into 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

• strong communication
• stakeholder management
• collaborative teamwork
• HFM
• Power BI
• management allocations

…