At a Glance
- Tasks: Lead the finance function and manage reporting, analysis, and stakeholder relationships.
- Company: Dynamic investment group in London's West End with a collaborative culture.
- Benefits: Competitive salary, full ownership of finance, and exposure to live deals.
- Other info: Opportunity for career growth in a fast-paced, multi-entity environment.
- Why this job: Join a growing team and make a real impact in a newly created senior role.
- Qualifications: Qualified accountant with experience in financial services and strong stakeholder engagement skills.
The predicted salary is between 60000 - 75000 £ per year.
Head of FP&A–Investment Management -London (West End)
A new Head of FP&A is required to join a Private Credit & Real Estate focussed investment group based in the West end of London.
This is a newly created, senior role, offering full ownership of the finance function across a multi‑entity, multi‑jurisdiction group.
Why This Role?
- Report directly to the CFO in a hands‑on, all‑encompassing controller role.
- Join a tight‑knit team of 15 investment professionals.
- Open‑plan, collaborative environment with direct exposure to live deals and investment activity.
- Full ownership of finance.
- Newly created role due to growth.
The Role
You’ll lead the finance function day‑to‑day, taking full responsibility for reporting, analysis, and stakeholder management across lending, brokerage, real‑estate and operating‑asset activities.
Key Responsibilities
- Lead and run the finance function across the Group
- Own Board and investor reporting, including narrative, analysis and performance drivers
- Drive commercial portfolio analysis across deals, borrowers and investors
- Manage relationships with advisers, lenders and external service providers
- Lead financial delivery on development activities (drawdowns, covenants, monitoring surveyors, lender coordination)
- Own forward‑looking planning including cashflow, liquidity and scenario analysis
- Develop systems, controls and reporting to support a growing, increasingly complex business
- Operate as the senior finance lead, reducing reliance on the CFO
About you
- Qualified accountant (ACA/ACCA)
- Commercial mindset with the ability to interpret performance, risk and returns
- Confident engaging with senior stakeholders (lenders, auditors, advisers)
- Proactive, solutions‑driven and comfortable operating independently
- Strong attention to detail with the ability to understand broader business context
- Experience in financial services and multi‑entity environments
- #J-18808-Ljbffr
Head of Financial Planning employer: Equifind
Equifind is an exceptional employer that values innovation and collaboration, providing a dynamic work environment for Finance Managers. With competitive daily rates and a strong focus on employee development, team members are encouraged to grow their skills while contributing to impactful projects in the residential development sector. Located in a vibrant area, Equifind offers a supportive culture that fosters open communication and teamwork, making it an ideal place for professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Financial Planning
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Equifind. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Head of Financial Planning
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Equifind.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Equifind's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Equifind
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Equifind.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Equifind will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Equifind employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
