FP&A Manager - Interim

Lead budgeting, forecasting and strategic financial planning Immediate start, competitive day rate (Inside IR35) Min. 3 month contract Interim FP&A Manager | UK Investment & Wealth Management | 3–6 Month Contract

Location:

Midlands (Hybrid with flexibility for the right candidate) Day Rate:
Competitive (Inside IR35)
Immediate start or short notice considered. I'm partnering with a highly respected UK investment and wealth management business to appoint an experienced Interim FP&A Manager during a key period of transition. This is an excellent opportunity to join a commercially focused finance team and play a pivotal role in ensuring continuity while supporting the handover from a departing team member and onboarding a new permanent hire.

This is a hands-on FP&A role with significant exposure to senior leadership, where you'll provide strategic financial insight, support business decision-making and help drive performance across the organisation.

Key Responsibilities:

Lead annual budgeting, forecasting and long-range planning processes. Produce high-quality management information, financial analysis and executive reporting. Develop and enhance financial models to support strategic decision-making and scenario planning. Business partner with senior stakeholders across the organisation, providing commercial insight and constructive challenge. Monitor and report on key business performance metrics, including Assets Under Management (AUM), revenue performance, net flows, profitability and cost drivers.

Deliver insightful variance analysis and commentary for leadership teams. Support Board and Executive reporting with clear, concise financial analysis. Identify opportunities to improve reporting, processes, automation and financial systems. Work collaboratively across Finance and the wider business to deliver accurate and meaningful financial information.

About You:

We're looking for an experienced FP&A professional who combines strong technical capability with excellent commercial acumen. You'll ideally have: ACA, ACCA or CIMA qualification. Significant experience within FP&A, commercial finance or finance business partnering. Previous experience within wealth management, investment management or financial services. Strong understanding of the commercial drivers of a wealth management business, including AUM/FUMA reporting, revenue analysis, asset movements and financial performance metrics.

Advanced Excel and financial modelling skills, including budgeting, forecasting and multi-year planning. Experience producing strategic management information for senior stakeholders. Excellent communication skills with the confidence to influence senior stakeholders. Why Apply? This is an opportunity to join a well-established and ambitious investment & wealth management business with a collaborative culture and a strong reputation within the market. You'll work closely with senior leaders, make an immediate impact, and play a key role during an important period of change.

If you're an experienced FP&A professional with wealth management experience and are available for your next interim assignment, we'd love to hear from you!