Finance Business Partner (FCA-regulated)
£65,000 to £75,000 depending on experience + 10% bonus + benefits | hybrid – Swindon, M4 Corridor | Permanent
Location: hybrid (3 days in office) – M4 corridor, Bristol/Swindon
About the Role
Our client is seeking an experienced Finance Business Partner to support high-quality commercial insight, performance analysis and decision support.
This is a true Finance Business Partner role, not a reporting or management accounting position. You will work closely with senior stakeholders across the business, acting as a trusted advisor, driving financial insight, and supporting strategic, commercial and operational decision-making.
The successful candidate will be a qualified accountant (ACA, CIMA, ACCA, ICAS) with hands‑on understanding of financial processes across Investments/Funds/AuM.
Purpose of the Role
* Act as the primary Finance Business Partner to the leadership team
* Provide clear financial insight, analysis and challenge to support decision‑making
* Own forecasting, budgeting and performance reporting across the portfolio
* Analyse profitability, cost drivers, trends and variances
* Support strategic initiatives and investment business cases
What Makes This Role Different
* Business partnering first, reporting second
* You are the trusted finance advisor to senior stakeholders
* Your insight directly drives commercial and financial performance
Key Responsibilities
* Partner with stakeholders to support commercial decisions
* Lead budgeting, forecasting and re‑forecasting cycles
* Deliver management information, analysis and insight
* Perform profitability, cost and variance analysis
* Track and explain performance—AuM, flows, fee revenue, KPIs, cost trends and profitability—highlighting what matters most.
* Support pricing decisions and strategic initiatives
* Challenge assumptions and highlight risks and opportunities
* Maintain strong financial control and governance
Experience & Qualifications Required
* Proven Finance Business Partner or Commercial Finance experience
* Strong budgeting, forecasting and analytical capability
* Fund management experience and working knowledge of relevant regulation
* Strong Excel and modelling skills
What You Bring
* Ability to challenge and influence constructively
* Clear communication of financial insight
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