Finance Business Partner

If you’re a qualified accountant with strong analytical capability and a commercial mindset, this role is for you. It will give you the opportunity to shape financial performance, influence senior stakeholders, and play a key part in business‑critical projects for an acquisitive Wealth Manager.

This role offers a blend of FP&A and project‑based work, including M&A support, business integrations, deep‑dive reviews, and pricing analysis. You’ll work closely with senior leadership including business heads, the CFO, CEO & Investors, providing financial insight that drives decision‑making and supports long‑term strategy.

Being a credible business partner to these people is integral to the success of the role.

• Partner with three business heads to deliver financial review, planning and analysis.
• Face off to Investors, the CFO & CEO at monthly meetings
• Attend monthly business reviews, presenting performance insights across P&L, net flows, AuM and other financial metrics.
• Conduct ad‑hoc financial analysis for projects such as deep‑dive reviews, MCRs, deferred consideration and compensation schemes.
• Lead finance’s involvement in strategic projects, including pricing, business integrations, M&A activity, and target operating model development.
• Manage FP&A oversight of new acquisitions and ensure smooth financial integration.
• Work cross‑functionally with Entity Controllers and the Data Insight & Analytics team to ensure high‑quality MI and reporting.
• Drive the divisional contribution to budgeting, forecasting, and multi‑year planning cycles.
• Line‑manage and develop one part‑qualified team member.

You will bring:

• Solid experience in FP&A and Business Partnering; ideally 3-6 years PQE
• Exposure to Wealth Management or other financial services businesses
• Strong financial modelling and analytical capability.
• Excellent stakeholder management skills and the confidence to work with senior leadership.
• A commercial mindset, resilience under pressure, and the ability to deliver to tight deadlines.

For immediate consideration, please get in touch with Harry at Trace Recruitment.