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For Companies At a Glance
- Tasks: Support Private Wealth businesses with financial planning and analysis, driving impactful insights.
- Company: Join a dynamic finance team at 7IM, focused on innovation and collaboration.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in financial strategy for Private Wealth businesses.
- Qualifications: Experience in financial analysis, stakeholder management, and strong communication skills.
- Other info: Opportunity for career growth in a fast-paced, collaborative setting.
The predicted salary is between 48000 - 72000 £ per year.
Overview
This role reports to the Head of Financial Planning & Analysis and is part of a 20+ person Group Finance team at 7IM. The primary responsibility is supporting the Private Wealth businesses of 7IM from a Financial Planning and Analysis perspective.
Responsibilities
- Support the Private Wealth businesses and business heads with financial review, planning and analysis of their businesses. Current businesses include both Independent and Integrated Private Wealth businesses as well as Lync.
- Support the Head of Financial Planning & Analysis, the CFO, CEO etc on Groupwide financial analysis, typically focused on Private Wealth and Advice.
- Attend Private Wealth monthly business reviews and add financial insight using P&L, netflow and AuM as well as other financial and market intelligence.
- Support Private Wealth businesses with financial analysis on various projects including deep dive reviews, MCRs, Deferred consideration and other compensation schemes.
- Lead the Finance team involvement in Private Wealth projects including pricing work, business integrations, M&A, target operating model execution etc.
- Manage the integration of new acquisitions from an FP&A perspective.
- Work closely between the Entity Controllers within Finance, the Data Insight & Analytics team and the business to ensure the right level of information and insight for effective management and decision making.
- Manage and provide Private Wealth input into the financial planning cycles (budget, forecasting, 5 year business plan etc).
About You
- Private Wealth business and commercial understanding.
- Stakeholder management – able to manage multiple stakeholders and outputs.
- Resilience – able to deliver on time and go the extra mile when necessary.
- Excellent experience of Financial analysis and financial planning.
- Financial modelling skills.
- Staff management (1 PQ staff).
- Team collaboration.
- Breadth of financial awareness and understanding.
Skills/Other relevant information
- Display strong attention to detail and accuracy.
- Be able to communicate effectively (written and verbal) with internal and external stakeholders, including senior management.
- Manage workload independently (and for team) and demonstrate initiative.
- Adapt easily to varied responsibilities.
- The position encompasses a combination of some routine with many ad hoc assignments.
- Commitment to upholding 7IM’s mission, core values, and the principles outlined in the company’s Treating Customers Fairly initiatives is expected.
Senior Business Finance Analyst (Private Wealth) employer: Seven Investment Management LLP
Contact Detail:
Seven Investment Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Business Finance Analyst (Private Wealth)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those in Private Wealth. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s financials and recent projects. Show us you know your stuff about 7IM and how you can add value to the Private Wealth team.
✨Tip Number 3
Don’t just wait for job alerts! Regularly check our website for new openings and apply directly. It shows initiative and keeps you ahead of the game.
✨Tip Number 4
Follow up after interviews with a thank-you note. It’s a simple way to stand out and remind us why you’re the perfect fit for the Senior Business Finance Analyst role.
We think you need these skills to ace Senior Business Finance Analyst (Private Wealth)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Business Finance Analyst. Highlight your experience in financial planning and analysis, especially in Private Wealth. 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 tell us why you’re passionate about the Private Wealth sector and how your background makes you a perfect fit for our team. Keep it engaging and relevant!
Showcase Your Financial Acumen: In your application, don’t forget to demonstrate your financial modelling skills and your understanding of financial analysis. We love candidates who can provide insights and add value to our business decisions!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at Seven Investment Management LLP
✨Know Your Numbers
As a Senior Business Finance Analyst, you'll need to demonstrate your financial acumen. Brush up on key financial metrics relevant to Private Wealth, such as P&L, netflow, and AuM. Be ready to discuss how you've used these metrics in past roles to drive business decisions.
✨Stakeholder Management Skills
This role involves managing multiple stakeholders, so be prepared to share examples of how you've successfully navigated complex stakeholder relationships. Think about times when you had to balance differing priorities and how you ensured effective communication throughout.
✨Showcase Your Resilience
The job requires someone who can deliver under pressure. Prepare to discuss situations where you've gone the extra mile to meet deadlines or overcome challenges. Highlight your ability to adapt to changing circumstances while maintaining high-quality work.
✨Team Collaboration is Key
Collaboration is crucial in this role, especially when working with various teams like Data Insight & Analytics. Be ready to talk about your experience in leading projects and how you foster teamwork. Share specific examples of how you've contributed to team success in financial analysis or planning.
