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 an exciting and rewarding opportunity for an experienced Head of Financial Planning and Analysis, to take responsibility for HL wide financial performance reporting, budgeting, and planning processes. You will Business Partner with the Finance SLT, as well as working closely with Executive Directors and ELT to create Budgets and Strategic Plans, support external reporting processes, and regulatory (e.g. ICARA) deliverables. You will coach and lead the FP&A team to deliver insight and analysis that delivers high quality growth. What you'll be doing Lead and mentor a small team of qualified finance professionals. Establish clear OKRs for the team and drive excellence in financial analysis and reporting Responsible for HL wide performance reporting, planning (in-year through to 10 year projections), and partner with the Finance Transformation Lead to deliver Systems & Process improvement Business Partner to Finance SLT, working closely with Executive Directors and ELT to create Budgets and Strategic Plans, support all external reporting (Qtrly, HY, and FY announcement) and regulatory (e.g. ICARA) deliverables, and offer insights, analysis and commentary to stakeholders while challenging the business as needed Own the production of Quarterly Reforecasts, Budgets and 3YPs. Lead the evolution of our planning journey, shortening planning cycles, improving HL-wide linkage, clarity of planning assumptions, scenario analysis (both internal and external), ensuring that financial projections are underpinned with strong strategic plans with activities and dependencies clearly understood Deliver excellent stakeholder management, up and across the organisation. Ensure active engagement of all stakeholders, and appropriate challenge inputs Identify efficiencies, opportunities, and risks, and propose mitigation / execution plans as necessary Coach the FP&A team, and where necessary design, maintain and evolve integrated planning models, offline and system native, fit for the intended purpose e.g. Exec vs middle management, entity vs PLC, in-year vs 10 years Drive the evolution of HL wide performance reporting. Deliver best in class reporting for 'Lines of Business' (LoB) that support LoB / Product / Channel leadership drive performance and plan delivery Ensure financials are augmented with non-financial information, cost drivers are clearly understood, and directly and non-direct recharges are appropriate Drive product and LoB / Product / Channel profitability analysis and reporting, to support commercial decision making and our annual assessment of value process Lead the financial evaluation of the Strategy Programme portfolio, working closing with the FBP to the Transformation Office. Ensure HL's strategic investment capital is optimally allocated, and that in-project & post-project reviews surface lessons learnt Working with our Financial Control colleagues, deliver efficiency improvements to the month-end close process, including the production, communication & review of performance materials Strive to maximise the efficiency and effectiveness of our financial systems, removing wherever possible non-value add effort, and putting the right information in the hands of senior leadership in as timely and efficient a way as possible Champion the HL 'Save to Invest' strategy and the pursuit of efficiency throughout all reporting outputs, performance conversations, and planning cycles. Drive profitable growth, and create plan that deliver positive operating leverage, optimised investment of labour and capital Ensure compliance with relevant financial regulations, reporting standards and industry best practice, working closely with Financial Control and Risk and Compliance teams where necessary. About you Qualified accountant (ACCA, CIMA, CIPFA, ACA) with current technical knowledge Significant experience in Financial Planning and Analysis (FP&A) with exposure in a leadership role, ideally within Financial Services 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 Ability to work flexibly with conflicting demands so that work is scheduled to meet changing priorities and deadlines Plans and organises own workload effectively and get things done Experiencing of managing an FP&A team and owning an annual budgeting process 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 Financial Planning and Analysis 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