Senior FP&A Analyst – Expiring soon!

Looking to develop a career with an award-winning, fast paced FTSE 250 business in the financial services industry? AJ Bell could have just the opportunity for you.

A new role has been created to join the Financial Planning & Analysis team, reporting directly to the Head of FP&A. The role will assist the team with the production of the Group’s three year business plan, budget and rolling forecast; together with analysis and reporting to senior management to support decision making.

We are looking for an individual with a proactive approach, strong thought leadership and critical mindset, with the ability to work independently, to challenge, and who can build strong relationships and communicate well across the team and the wider business.

Key roles and responsibilities

• Assist with the preparation of the Group budget and reforecasting process, collaborating with product owners and cost centre managers
• Support the Group’s annual business planning process and the development and evolution of the three year business plan
• Draft reports to the Board and senior management
• Research macroeconomic and microeconomic conditions
• Ad hoc analysis to support decision making in the business, producing reports and projections based on the analysis conducted
• Appraise potential acquisitions
• Develop simple financial models that address complex issues

What we’re looking for

• ACA, ACCA or CIMA qualified accountant (minimum of 5 years PQE in FP&A, or in a comparable role)
• Proficient in Microsoft Office (Excel and Powerpoint at an advanced level)
• Power BI knowledge desirable but not essential
• Strong mathematical, financial analysis and critical thinking skills
• Strong financial modelling skills
• Strong organisational skills and excellent attention to detail
• Strong oral and written communication skills with the ability to effectively interact with all levels within the organisation
• Awareness of macroeconomic variables and how they impact business performance
• Ability to simplify the complex

Qualifications

ACA, ACCA or CIMA qualified accountant (minimum of 5 years PQE in FP&A, or in a comparable role)

Additional Information

About us

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 491,000 customers using our award-winning platform propositions to manage assets totalling more than £76.1 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 1200 employees and have been named one of the UK’s ‘Best 100 Companies to Work For’ for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

Additional information

What we offer:

• Competitive starting salary
• Generous holiday allowance increasing up to 31 days with service, plus bank holidays
• Holiday buy/sell scheme
• Hybrid working policy and casual dress code
• Discretionary bonus and contributory pension scheme
• Buy as you earn share scheme and free shares scheme
• Paid study support for qualifications
• Enhanced maternity/paternity scheme from day one
• Bike loan and Season ticket loan portal
• Discounted PMI and Dental
• On-site gym and personal trainer led classes and paid volunteering opportunities
• Free social events and more

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.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit, and business need.