Senior Finance Business Partner (Wealth Planning)

We are seeking a highly skilled and influential Senior Finance Business Partner to join our FP&A function and act as the primary partner to the Head of Wealth Planning and the Wealth Planning Senior Leadership Team. This role is central to enabling high-quality commercial decision-making through accurate, timely and insightful financial analysis, forward-looking forecasting, and clear storytelling of business performance. You will play a pivotal role in shaping and challenging business strategy, ensuring alignment to TrinityBridge's goals, and proactively identifying opportunities to enhance financial performance. This is a significant opportunity to lead and uplift a developing team, embedding stronger processes, improving use of technology and automation, and coaching team members to enhance accuracy, pace and overall performance. You will also work closely with and support the Head of Finance.

We entrust our Business Partners to operate with integrity and courage, building strong relationships, constructively challenging senior leaders, and turning numbers into meaningful, actionable insight.

• Act as the lead Finance Business Partner to the Wealth Planning business, with particular focus on supporting the Head of Wealth Planning.
• Build strong, trusted and influential relationships across the Wealth Planning Senior Leadership Team and wider business.
• Confidently challenge assumptions, provide thoughtful insight and hold stakeholders to account in a constructive and solutions-focused way.
• Represent the FP&A team and support the Head of Finance on cross-functional initiatives.

• Deliver accurate, timely and relevant MI, analysis and insight to support performance tracking, forecasting and strategic decision-making.
• Produce monthly and quarterly reporting packs with clear commentary, trend analysis and commercial implications across FUM, AUA flows, revenue and cost drivers.
• Lead the annual planning and rolling forecasting processes, ensuring alignment with TrinityBridge's strategic priorities.

• Develop robust financial models to evaluate potential acquisitions and support due diligence.
• Build and maintain scenario-based commercial models to assess the financial impact of strategic and operational decisions – both in response to needs and proactively, identifying new opportunities or areas of concern.
• Provide clear, insight-driven recommendations highlighting financial implications, risks, opportunities and strategic options.
• Deliver post-acquisition financial oversight, performance tracking and integration analysis.

• Drive continuous improvement of BAU FP&A processes, ensuring reporting becomes more automated, efficient and controlled.
• Promote the effective use of technology and analytical tools within the team, identifying opportunities to streamline data handling and improve output quality.
• Champion best practice across FP&A processes and systems.

• Lead, coach and develop two team members, embedding a high-performing culture focused on accuracy, accountability and continuous improvement.
• Provide hands-on guidance to uplift team capability, improve analytical quality and ensure consistent delivery standards.

• Respond to ad-hoc queries and provide support to business heads, senior management, the CFO and the wider FP&A team.

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.

• As a line manager, you will be responsible for increasing productivity and developing performance through coaching, mentoring and developing your team members.
• You will encourage your team to take responsibility for their own personal development and provide support through regular feedback.

• Essential: Significant experience in a commercial FP&A or Finance Business Partnering role, ideally within wealth management, asset management or broader financial services, partnering directly with senior leadership.

• Qualified accountant (CIMA, ACA or ACCA) with 3+ years PQE.
• Strong financial modelling, scenario analysis and commercial decision-support skills.
• Excellent Excel and PowerPoint skills with experience managing large and complex datasets.
• Desirable: Experience with analytical tools such as Power BI, SAP Analytics Cloud, Workday Adaptive Planning or similar.

• Exceptional communication, influence and relationship-management skills, with the confidence to challenge, negotiate and partner with demanding senior stakeholders.
• Ability to simplify complex issues and present insight in a clear, commercially compelling way.
• Proven experience coaching and developing a small team.

• Independent thinker with strong judgement and the confidence to lead conversations with senior stakeholders.
• Proactive, solutions-focused mindset with the resilience to operate in a dynamic, fast-growing environment.
• Highly organised, able to deliver multiple priorities to a consistently high standard.

At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. We offer a wide range of inclusive benefits that provide our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive. We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience. We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.

• Private medical
• Discounted health checks
• Stakeholder pension contribution
• Cycle to work scheme
• Gym discounts
• Purchase additional holiday

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee's or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.