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- Tasks: Partner with senior management, produce analysis, and evaluate new acquisitions.
- Company: Join a leading Wealth Management firm in the UK.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Why this job: Make a real impact in finance while collaborating with diverse stakeholders.
- Qualifications: Qualified accountant with 3+ years in business partnering or FP&A roles.
- Other info: Opportunity to lead and mentor junior colleagues in a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
This is an opportunity to join one of the UK's leading Wealth Management businesses in a role that will see you partner with senior management along with producing commercial modelling, analysis, Board reporting and model & evaluate new acquisitions.
As you can see from the above this is an excellent role for someone who is very strong at modelling in Excel as well as using analytical tools, but they also need someone who is good at partnering with non-finance stakeholders too.
The requirements for this role are a qualified accountant with at least 3 years post qualified experience and has worked in a business partnering or FP&A / modelling role before. There is a strong preference for someone working within the wealth management, investment management or wider Financial Services sectors.
They need someone who is hands on and able to produce analysis and reports, but you will also manage 2 more junior colleagues as well who can support you.
Key Responsibilities- Business Partnering
- Lead finance business partner to the wealth planning business
- Able to build strong relationships and influence senior stakeholders as well as challenge assumptions and suggest solutions
- Deliver Management Information, Analysis and Forecasting for the business area
- Produce monthly and quarterly reporting packs for senior management and the Board - including commentary and trend analysis
- Lead the Planning and Forecasting process for the business area
- Develop financial models to evaluate potential acquisitions and support due diligence
- Build and maintain scenario based models to assess impact of strategic decisions
- Provide insight driven recommendations based on models and analysis produced
- Deliver post-acquisition insight, performance monitoring and analysis
- Automate and improve FP&A processes
- Promote the use of technology and analytical tools within the team
Senior Finance Business Partner - Wealth Management in Chester employer: Goodman Masson
Contact Detail:
Goodman Masson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Finance Business Partner - Wealth Management in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management and financial services sectors. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. Remember, it’s all about who you know!
✨Tip Number 2
Show off your Excel skills! Prepare a portfolio of your best financial models and analyses. When you get the chance to chat with hiring managers, bring these examples along to demonstrate your hands-on experience and analytical prowess.
✨Tip Number 3
Practice your business partnering skills! Think of scenarios where you’ve influenced stakeholders or challenged assumptions. Be ready to share these stories in interviews to showcase your ability to build strong relationships and drive results.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for?
We think you need these skills to ace Senior Finance Business Partner - Wealth Management in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in business partnering and financial modelling, especially in wealth management or financial services. We want to see how your skills align with what we're looking for!
Showcase Your Analytical Skills: In your application, don’t just list your qualifications; demonstrate your analytical prowess! Include examples of how you've used Excel and other tools to produce insightful reports or models. We love seeing real-world applications of your skills.
Engage with Our Values: Take a moment to understand our company culture and values. When writing your cover letter, mention how you resonate with our mission and how you can contribute to our team. We’re all about collaboration and innovation!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get the best experience possible. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Goodman Masson
✨Know Your Numbers
Make sure you brush up on your financial modelling skills in Excel. Be prepared to discuss specific examples of how you've used these skills in previous roles, especially in business partnering or FP&A contexts. This will show that you can hit the ground running.
✨Build Relationships
Since this role involves partnering with non-finance stakeholders, think about how you can demonstrate your ability to build strong relationships. Prepare anecdotes that highlight your communication skills and how you've influenced decisions in the past.
✨Showcase Your Analytical Skills
Be ready to talk about your experience with analysis and reporting. Bring examples of reports or analyses you've produced, and be prepared to explain how they impacted decision-making. This will illustrate your capability to deliver insight-driven recommendations.
✨Embrace Technology
Familiarise yourself with the latest analytical tools and technologies relevant to FP&A processes. Be prepared to discuss how you've automated or improved processes in your previous roles, as this shows you're proactive and forward-thinking.
