Senior FP&A Partner — Wealth Planning Leader
Senior FP&A Partner — Wealth Planning Leader

Senior FP&A Partner — Wealth Planning Leader

Full-Time 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Deliver insightful analysis and develop financial models for the Wealth Planning team.
  • Company: Leading financial services company in the UK with a strong reputation.
  • Benefits: Competitive salary, leadership opportunities, and professional development.
  • Why this job: Shape business strategy and drive performance in a dynamic environment.
  • Qualifications: Significant finance experience and excellent communication skills.
  • Other info: Opportunity to lead a team and influence decision-making.

The predicted salary is between 48000 - 72000 £ per year.

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.

Senior FP&A Partner — Wealth Planning Leader employer: Close Brothers Group

As a leading financial services company in the UK, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our employees benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that values work-life balance. Join us to be part of a team where your contributions directly influence business strategy and success in the wealth planning sector.
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Contact Detail:

Close Brothers Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior FP&A Partner — Wealth Planning Leader

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who work in wealth planning. A friendly chat can lead to insider info about job openings or even a referral.

Tip Number 2

Prepare for interviews by practising common questions related to finance and business partnering. We recommend role-playing with a friend or using online resources to boost your confidence and communication skills.

Tip Number 3

Showcase your analytical skills! Bring examples of financial models or process improvements you've implemented in the past. This will demonstrate your ability to deliver insightful analysis and drive results.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.

We think you need these skills to ace Senior FP&A Partner — Wealth Planning Leader

Financial Analysis
Financial Modelling
Process Improvement
Performance Tracking
Decision Support
Team Leadership
Business Strategy Development
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in finance and any relevant skills that align with the Senior FP&A Partner role. We want to see how your background fits into our Wealth Planning team, so don’t hold back on showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. We love seeing candidates who can communicate their vision clearly, so let your personality come through.

Showcase Your Analytical Skills: Since the role involves delivering insightful analysis and developing financial models, make sure to include examples of your analytical prowess in your application. We’re looking for candidates who can demonstrate their ability to drive process improvement and support decision-making.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Close Brothers Group

Know Your Numbers

Make sure you brush up on your financial analysis skills. Be prepared to discuss specific financial models you've developed in the past and how they impacted decision-making. This will show that you can deliver insightful analysis, which is key for the role.

Communicate Clearly

Since excellent communication skills are a must, practice explaining complex financial concepts in simple terms. You might be asked to present your ideas or findings, so being able to articulate them clearly will set you apart from other candidates.

Showcase Leadership Experience

Highlight any experience you have in leading teams or projects. Prepare examples of how you've driven process improvements or shaped business strategy in previous roles. This will demonstrate your capability to lead within the Wealth Planning team.

Prepare for Scenario Questions

Expect questions that ask how you would handle specific situations related to performance tracking and decision support. Think of scenarios where you've had to make tough decisions based on financial data and be ready to discuss your thought process.

Senior FP&A Partner — Wealth Planning Leader
Close Brothers Group
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