Head of Financial Plannin...
Aj Bell, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Associate, Financial Plan...
The Bank of New York Mellon Corporation, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Management Accountant
OCU Group, Stockport
- Full time
- Permanent
Apply on company site
Associate Director - Acco...
RSM International, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Management Accountant
BCN Group, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Audit Assistant Manager -...
KPMG International Cooperative, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Apprentice Accounts & Aud...
LEAVITT WALMSLEY ASSOC LTD , Sale, Trafford
- Full time
- Permanent
- Apprenticeship programme
Apply on company site
Accounts Apprentice
Axis Accounting, Macclesfield, Cheshire East
- Full time
- Permanent
- Apprenticeship programme
Apply on company site
Retail Finance Business P...
Lloyds Banking Group, Halifax, Calderdale
- Full time
- Permanent
Apply on company site
Tax Associate Director
Forvis Mazars, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Bookkeeping Apprentice
Cura Accounting Ltd, Peel Brow, Bury
- Full time
- Permanent
- Apprenticeship programme
Apply on company site
Senior Accountant
Munich Re, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Assistant Management Acco...
Thrive Childcare and Education, City Centre, Manchester
- Full time
- Temporary
Apply on company site
Public Sector - Audit Man...
Forvis Mazars, Rhodes Bank, Oldham
- Full time
- Permanent
Apply on company site
Public Sector - Audit Man...
Forvis Mazars, Northern Moor, Manchester
- Full time
- Permanent
Apply on company site
Public Sector - Audit Man...
MAZARS LLP, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Corporate Tax Advisor
THOMAS & CO INTERNATIONAL LIMITED, Rhodes Bank, Oldham
- Full time
- Permanent
Apply on company site
Accountant / Bookkeeper
Aviva Plc, Bolton
- Full time
- Permanent
Apply on company site
Assistant Accountant Befo...
Club L London, City Centre, Manchester
- Full time
- Permanent
Apply on company site
Public Sector - Audit Man...
Forvis Mazars, Manchester
- Full time
- Permanent
Apply on company site
Head of Financial Planning & Analysis
Salary not available. View on company website.
Aj Bell, City Centre, Manchester
- Onsite working
- Full time
- Permanent
Posted today, 23 May
Job ref: 8bd59a6338634bf0acf2eb6f17cd31ac
Full Job Description
We are now seeking a a commercially minded Head of Financial Planning & Analysis (FP&A) to join our Manchester based team and take a leading role in shaping our financial future. This is a high impact leadership opportunity for an experienced finance professional who combines strategic vision with technical excellence. You will lead the FP&A team, drive the Group's financial planning and forecasting processes, and provide insight and challenge that enables effective decision making at the highest level of the business., Strategic Financial Leadership
- Partner with the CFO, ExCo, and senior leaders to support strategic decision making through actionable financial insight.
- Present complex financial information to executive leadership and the Board in a clear and impactful way. Business Planning & Forecasting
- Own the production and documentation of the Group's three year plan, annual budgets, and long term forecasts.
- Ensure timely delivery of robust, evolving forecasts and analysis to support business planning and regulatory submissions (including ICARA).
- Build and maintain financial models to support rolling forecasts and scenario planning. Performance Analysis & Insight
- Direct the analysis of financial and non-financial data to identify trends, risks, and opportunities.
- Produce the monthly outturn and quarterly forecasts, providing high quality reporting and insight to key stakeholders.
- Continuously seek to unlock efficiencies and drive sustainable growth through insightful financial analysis. Regulatory & Scenario Modelling
- Lead the financial modelling to support ICARA, wind down planning, liquidity policies, and capital allocation frameworks.
- Provide input and analysis to support Investor Relations, and external financial communications. Non-Financial Reporting
- Oversee the production of monthly non-financial KPIs for internal and external reporting, including trading updates and Board packs.
- Lead efforts to streamline and enhance the reporting process, ensuring accuracy and efficiency. Leadership & Transformation
- Manage and mentor a high-performing team of financial analysts.
- Drive a culture of excellence, collaboration, and continuous improvement.
- Champion process improvements and support finance transformation initiatives, including the development of integrated planning tools.
Professional qualification (CIMA, ACA, ACCA, CPA, or CFA) - Extensive experience in financial planning and analysis, including significant time in a leadership capacity
- Experience in Financial Services or a highly regulated environment.
- Proven success influencing senior stakeholders and delivering financial strategy in a corporate setting.
- Strong commercial acumen and strategic mindset.
- Advanced financial modelling, budgeting, and forecasting skills.
- Experience with financial systems (NetSuite, Workday, or similar) and advanced Excel skills.
- Demonstrated ability to lead, develop, and inspire teams.
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 593,000 customers using our award-winning platform propositions to manage assets totalling more than £90.4 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2024 named a Great Place to Work®. - Competitive starting salary
- Starting holiday entitlement of 27 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 8%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan - provided by SimplyHealth
- Private healthcare scheme and dental plan
- Free gym membership, with an on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (subject to availability)
- Ongoing technical training
- Professional qualification support
- Talent development programmes
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches Hybrid working At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
Copy the direct link to this job
Jobs by core skill
Accountancy
Accountancy jobs by area
Accountancy jobs in Barnstaple
Accountancy jobs in Bath
Accountancy jobs in Bournemouth
Accountancy jobs in Bridgwater
Accountancy jobs in Bridport
Accountancy jobs in Bristol
Accountancy jobs in Chard
Accountancy jobs in Cheltenham
Accountancy jobs in Christchurch
Accountancy jobs in Cirencester
Accountancy jobs in Devizes
Accountancy jobs in Dorchester
Accountancy jobs in Exeter
Accountancy jobs in Falmouth
Accountancy jobs in Gloucester
Accountancy jobs in Heywood
Accountancy jobs in Melksham
Accountancy jobs in Paignton
Accountancy jobs in Plymouth
Accountancy jobs in Poole
Accountancy jobs in Salisbury
Accountancy jobs in Stroud
Accountancy jobs in Swindon
Accountancy jobs in Taunton
Accountancy jobs in Torquay
Accountancy jobs in Trowbridge
Accountancy jobs in Truro
Accountancy jobs in Weston-Super-Mare
Accountancy jobs in Weymouth
Accountancy jobs in Yeovil