A private equity backed wealth management group is building out its finance function under a newly appointed CFO, and this is the first senior hire into FP&A.

The business has grown steadily, has investors behind it, and is now investing in its data, putting in a modern platform to give the leadership team a clearer, faster view of performance.

This is the number one FP&A role.

You will report directly to the CFO, who came up through FP&A and wants someone to develop, not just a report producer.

You will own planning, forecasting and performance analysis end to end, and be the person the leadership team turns to when they want to understand the numbers behind a decision, including potential acquisitions.

For someone ready to move from a reporting-heavy role into one with real commercial influence, it is a genuine step up.

London based, hybrid working, with a salary of £85,000 to £100,000 plus benefits.

The Role

• Own the annual budget, reforecasts and the longer-term financial plan
• Build and run monthly performance reporting and KPI packs for the leadership team and investors
• Analyse revenue, margin and adviser productivity, and explain what is driving the results
• Model the returns on potential acquisitions and other investment decisions
• Partner with operational and front office leaders to turn the numbers into decisions
• Help shape the new data platform and how finance uses it
• Improve the planning process and the tools behind it
• Present findings clearly to senior stakeholders

What we're looking for

• A qualified accountant (ACA, ACCA, CIMA or equivalent)
• Strong FP&A experience, ideally in wealth management, asset management or wider financial services
• Experience with Databricks or a similar data platform is a real advantage
• Excellent financial modelling, including investment or acquisition appraisal
• Confidence presenting to senior leaders and challenging the business
• A track record of career progression and a commercial mindset