Senior Finance Business Partner (Intermediary Wealth)

Responsibilities

• As a Senior Finance Business Partner, you’ll be at the heart of our Insurance, Pensions & Investments Intermediary Wealth business, using data, insight and influential partnerships to help shape strategic decisions and drive commercial success
• Leading a talented team and partnering with senior stakeholders, including Executive leaders, you’ll provide trusted advice, challenge thinking and help turn ambition into results
• This is more than a finance role—it’s an opportunity to influence the future direction of a major business, build meaningful relationships and create impact at scale
• As a Senior Finance Business Partner, you’ll lead a dedicated team supporting our Intermediary Wealth business, helping shape the commercial success of our business. Joining at a pivotal point in our transformation journey, you’ll work at the heart of growth, change and innovation—partnering with senior leaders and Executives to turn insight into action, influence strategic decisions and drive sustainable business performance
• From supporting the evolution of our Intermediary Wealth proposition to delivering impactful projects and initiatives, you’ll have the opportunity to make a visible difference while being part of a collaborative, inclusive and high‑performing finance team that’s passionate about developing future skills, embracing new ideas!
• Leading Intermediary Wealth business partnering team
• Development of financial forecasts
• Collaborate across platforms to ensure accountability & interlock
• Assessment of operating model and unit costs
• Communication of financial and key management results
• Drive commercial value from key projects and partnerships
• Identification and management of financial risks & opportunities
• Continued development of the business cases and tracking of benefits

Qualifications

• 5 plus years gaining strong business partnering capability, with the ability to work constructively with a range of colleagues across divisions and teams
• 5 plus years driving commercial results from deep financial experience and understanding of core financial principles
• Proven expertise in data analytics, visualisation and storytelling. Capable of helping us build new sets of insightful MI, that connects into a digital operation, inspiring action
• 5 plus years leadership experience demonstrating the ability to prioritise work, provide direction, and support team members in a small team environment
• Fully qualified accountant or actuary
• Proven ability to engage in constructive challenge, both with and from the Business, to support robust decision‑making
• We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply

Benefits

• A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
• A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
• Family leave: Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave.
• Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
• Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
• Colleague Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends.
• Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
• Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
• Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our ‘Your Tomorrow’ scheme. You can decide how much you save and get a say in where your contributions are invested.

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