FP&A Manager – fixed term contract 6 months in Southampton

FP&A Manager – fixed term contract 6 months

Over its life, Saltus has grown at approximately 40% per annum, doubling of its Assets Under Management (AuM) every two years. Today we are at £9b AUM and have an M&A pipeline to grow to £20bn over the next three years. As part of our expansion, we are actively recruiting across the Saltus Finance team to ensure that we can continue to meet the needs of the growing business, both in terms of revenues and complexity.

This role is a fantastic opportunity for an experienced FP&A professional to join the newly created FP&A team on a fixed term basis and shape budgeting, forecasting and reporting processes for the future growth of the business.

Reporting to the Director of FP&A, we are looking for someone with experience in an FP&A role where they have been a key contributor to a planning tool implementation or have worked extensively with a planning tool such as Anaplan, Workday or similar. The ideal candidate will also be comfortable managing projects and business partnering senior stakeholders.

Why Saltus?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.

We are a successful LLP, with a number of offices in the South of England including London, Whiteley, and Farnham, and in the West Country in Bath and Bristol, and South Wales. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

Saltus is an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.

Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £9 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role?

You’ll work alongside the Director of FP&A and two other qualified finance professionals to:

• Work with the Finance team and external delivery team to implement a planning and reporting solution for the business.
• Help project manage a collaborative and fast-moving project and provide updates to senior stakeholders.
• Collaborate with the Finance and Data teams and other internal stakeholders to improve the quality of data from Finance, People and CRM systems to maximise the value of the tool.
• Work with the business to embed new budgeting and forecast processes linked to the new tool.
• Leverage the tool to produce timely, insightful and actionable reporting for business partners.
• Be available to support with BAU activities across the FP&A team including business partnering, reporting, budgeting and forecasting and ad-hoc analysis.

What skills and experience do I need to have?

We think that the best candidate for this role will have:

• Worked with a planning and reporting solution such as Anaplan, Workday or similar in a previous role, ideally having been part of an implementation project.
• Experience of working in an FP&A role in a fast-paced business, where dealing with change is the norm, preferably in financial services or wealth management.
• ACA / ACCA / CIMA qualified with three to five years post-qualification experience in a relevant role.
• The ability to take ownership and responsibility for tasks and projects, working autonomously but knowing when to ask for help.
• Energy and passion with the drive to push a project forwards.
• Excellent interpersonal, verbal, and written communication skills with strong attention to detail.
• Demonstrable experience business partnering senior stakeholders.
• Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, SharePoint) and strong Excel skills
• A willingness and flexibility to travel to office sites as required

Where will I be working?

We’re incredibly flexible about where, when, and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We’d target two to three days each week in an office, the remainder of the week from home. Ideally, you’d be based out of the Southampton (Whiteley) office, co-located with the rest of the Saltus finance team. We’d ask you to work one day from the Southampton office on a day when the rest of the finance team are also in the office and another day in an office if your choice at one of our offices across the UK.

We have locations across the South and in the West Country, all of which are available to work from. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it.

What benefits do I get when working for Saltus?

Salary of up to £70,000pa depending upon experience. 28 days’ holiday (plus bank holidays and your birthday), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform.

Just as importantly, you’ll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 450 people (post M&A). We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you.