This Financial Planning and Analysis Manager a Large Wealth Manager, paying £100, 000 to £120,000 depending on experience with a Discretionary bonus, based in Heart of the City operating 3 days in the office policy.
Role
As a Financial Planning and Analysis Manager, you will work closely with the Group CFO who is all about internal growth and development. Please find a brief outline of the role below:
1. Management of the annual budgeting cycle and re-forecasting process (bottom-up and top-down).
2. Build out a rolling forecast model embedding opportunities and risks to help manage the in-year targets.
3. Process improvement - review and change existing processes to streamline the end-to-end budget process
4. Support and challenge the business in delivery of its objectives and improvement in financial
5. performance, operating as an independent finance partner.
6. Collaborating with other areas within the Finance department to enhance the delivery of information and promote teamwork
7. Own budget forecast submissions
8. Creation of Board papers and submissions working closely with the BPs.
9. Own the key ExCo monthly financial reports.
10. On-going development of financial management information aligned to the evolving business
11. Collaborating with other areas within the Finance department to enhance the delivery of information and promote teamwork.
Profile
The Financial Planning and Analysis Manager for this Wealth Manager Firmis ideally for the below
12. Professional qualification (ACA, ACCA, CIMA or equivalent) with 5 years' post-quality experience.
13. Experience of managing a budget/forecast and multi-year planning cycle.
14. From Financial Services- Ideally a Wealth Management
15. Shorter Notice- 1 month Maximum
Company
The Financial Planning and Analysis Manager will report into a hugely impressive Group CFO who you will very closely on the day-to-day operations. The Wealth Manager are currently on track for another year of growth and 2026 isn't looking like it's slowing down! The business also offered great work life balance and this is a role due to growth!
Salary & Benefits
Salary is bench marked £100,000 to £120,000 on experience (plus completion bonus). Additionally, they also have amazing culture and work life balance and are all about internal progression and growth. The business also a great benefit such bonus, private medical, free breakfast and much more.
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.