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- Tasks: Partner with senior management, produce financial models, and deliver insightful analysis.
- Company: Join a leading Wealth Management firm in the UK.
- Benefits: Competitive salary, career development, 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 manage junior colleagues and drive process improvements.
The predicted salary is between 48000 - 72000 £ 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 London 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 London
✨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 during interviews to showcase your ability to build strong relationships and drive results.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Keep an eye on our job postings and make sure your application stands out by tailoring it to the specific role you’re interested in.
We think you need these skills to ace Senior Finance Business Partner - Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Finance Business Partner role. Highlight your experience in business partnering, financial modelling, and any relevant achievements in wealth management or financial services. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific examples of how you've influenced senior stakeholders or improved processes in your previous roles. We love a good story that showcases your skills!
Showcase Your Analytical Skills: Since this role involves a lot of analysis and reporting, make sure to highlight your proficiency in Excel and any analytical tools you've used. We want to know how you've used these skills to deliver insights and recommendations in your past positions.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Goodman Masson
✨Know Your Numbers
Make sure you brush up on your financial modelling skills, especially in Excel. Be prepared to discuss specific examples of how you've used these skills in previous roles, particularly in business partnering or FP&A contexts.
✨Stakeholder Engagement
Since this role involves partnering with non-finance stakeholders, think about how you can demonstrate your ability to build relationships and influence decision-making. Prepare anecdotes that showcase your communication skills and how you've successfully collaborated with senior management.
✨Showcase Your Analytical Skills
Be ready to talk about your experience with analysis and reporting. Highlight any tools or methodologies you've used to deliver insights and recommendations, especially in the context of wealth management or financial services.
✨Leadership Experience
As you'll be managing junior colleagues, it's important to convey your leadership style. Think of examples where you've mentored or guided others, and be prepared to discuss how you foster a collaborative team environment.
