Finance Business Partner

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

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!

About the Role

As the Finance Business Partner for Corporate Functions, you will play a pivotal role in providing comprehensive financial support, ensuring strategic objectives are met-or exceeded-in line with plans. This exciting opportunity offers you the chance to advance your career within the Financial Services sector while gaining valuable exposure to C-suite executives.

Your key responsibilities will include budgeting and forecasting, financial analysis and modelling, insightful reporting, and maintaining a strong system of financial controls across the multiple business areas. Additionally, you will serve as the Finance lead for any Transformation initiatives across your area, driving collaboration and alignment across the business.

What you'll be doing

• Provide insightful analysis, support, and challenge to the Leadership team.
• Identify performance drivers, highlight trends, and recommend actions to address under/over performance.
• Collaborate with Leadership to agree and track improvement actions.
• Continuously seek opportunities for efficiency, collaboration, and cost reduction.
• Deliver timely, accurate, and relevant reporting
• Ensure accurate financial assumptions (e.g., spend accruals, strategic spend allocation) to support reporting.
• Produce reports that help Leadership understand financial impact and drive informed decisions.
• Manage Transformation and Strategic Spend, providing up-to-date financial positions and progress via QBRs, ABRs, and reviews.
• Support annual budgeting, forecasting, and long-term financial planning with clear assumptions.
• Oversee quarterly and ad hoc reforecasts and maintain a strong grasp of OKRs.
• Provide financial appraisal, challenge commercial decisions
• Build and maintain effective relationships and partnerships to drive success.

About you

• Qualified accountant (ACCA, CIMA, CIPFA, ACA) with post qualification experience
• Ability to understand the strategic business goals of an organisation, with the ability to 'look beyond the numbers' and understand the wider business context
• Strong communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation
• Analytical and critical thinking skills with the ability to translate complex financial data into actionable insights and interpret the impact of both financial and non-financial commercial decisions
• Attention to detail to proactively identify and resolve issues
• Ability to work flexibly with conflicting demands to ensure work is scheduled to meet changing priorities and deadlines
• Strong financial modelling and analytical capabilities, with advanced Excel skills

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 a presentation or assessment to prepare and deliver.

Working Schedule

This role is based in Bristol head office, BS1 5HL. This role is permanent, with the flexibility of working 4-5 days per week. For this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office (2 days a week).

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* and annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday**
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patientcare
• Health screening programme
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness providers and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year

* dependant on role level

** only available to select during our annual benefits window, in November each year

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.

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