Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. About the role Due to the growth of HL's Finance function, we have a rewarding opportunity for an experienced Head of Finance - Client, who will be the Finance Business Partner to Commercial leadership. The successful candidate will partner with HL leadership to create and deliver ambitious product and channel financial plans that deliver high quality growth, and good client and colleague outcomes. You will also deliver insightful forward looking financial management information that ensures plan delivery, managing both risk and opportunity. What you'll be doing A Finance Business Partner to C-Suite Commercial leadership Lead a small team of qualified accountants and treasury professionals Co-Author three Year Plan (3YP) and Budget with C-Suite leadership, spanning all lines of business, sales channels, and multiple entities Deliver the Budget, ensuring risks and opportunities are proactively mitigated / acted upon, in relation to both internal and external developments Income Statement & Balance Sheet responsibility, spanning both Underlying & Strategic investment Accountable for optimising Treasury strategy, including balancing client outcomes with commercial outcomes, and the optimal placement of client cash c.£12bn of assets Champion our 'Save to Invest' strategy and the pursuit of efficiency; ensure that all growth is profitable, and the delivery of positive operating leverage. Ensure all resource is allocated for best return, and always aligned with the overall HL plan Constantly improve management information to drive decision making, ensuring 'so what' in all outputs, balancing looking backwards (25%) and the forwards view (75%) Review, challenge, and recommend to the ELT high quality plans and forecasts. Ensure financial projections are underpinned with commercial plans Drive investment cases to improve our proposition, pricing, client and colleague incentive structure, OD optimisation and so on to deliver our HL OKRs and 3YP Initiate and sponsor value add analysis, working right across the business and leadership teams. Ensure alignment with Consumer Duty framework and our Assessment of Value obligations. Be a balanced voice of the client, colleague, and shareholder Own finance risk and controls maturity for Commercial & Product functions. Risks are identified and registered, and remediation plans put in to place & delivered Seek out market share opportunities by leveraging competitor analysis and benchmarking Build deep understand our products and services, our clients, and their journeys Evolve our processes and ways of working to drive continuous improvement and efficiency About you A qualified accountant (ACCA, CIMA, CIPFA, ACA) with significant post qualification experience ideally gained within a digitally led financial services organisation Proven experience in a Commercial finance role in a leadership role, working with multiple key stakeholders Ability to understand the strategic business goals of an organisation, with the ability to 'look beyond the numbers' and understand the wider business context Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights Strong track record in influencing decision making within a business and driving business performance Ability to work flexibly with conflicting demands so that work is scheduled to meet changing priorities and deadlines. Ability to plan and organise own workload effectively and get things done Experienced in developing a team and building capability Ability to work cross functionally, with strong reporting acumen and in-depth knowledge of financial regulations Strong attention to detail and ability to identify and resolve issues proactively Experience of working at an Executive level in terms of report writing and presentations Strong financial modelling and analytical capabilities, with advanced Excel skills Exceptional communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation Proactive, results-oriented, and commercial mindset with the ability to thrive in a fast paced, high growth environment A clear and logical approach to problem solving with the ability to interpret both financial and non-financial impacts of commercial decisions. Interview process The selection process will incorporate competency-based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be an online psychometric assessment and a presentation to prepare and deliver. Working Schedule We are looking for an experienced Head of Finance - Client to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? Discretionary annual bonus & annual pay review 25 days holiday plus bank holidays and 1-day additional Christmas closure time Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL's future Income Protection & Life insurance (4 x salary core level of cover) Health care cash plans - including optical, dental, and out patientcare Helphand and an Employee Assistance Programme Gympass - gym memberships and wellbeing apps available Variety of travel to work schemes with free bike storage and shower facilities An inhouse barista serving subsidised coffee and snacks Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year) LifeWorks Discounts on services, restaurants and retailers Depending on role level up to 30 days depending on role level & increasing with length of service We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates. HLI ADZN1_UKTJ