Senior Business Finance Analyst (Private Wealth)

7im; Greater London; On-site; GBP 55,000 - GBP 75,000; Full time

Job summary

A financial services company in Greater London is seeking a Finance Analyst to support its Private Wealth businesses. This role involves providing financial insights, managing financial planning cycles, and collaborating with various stakeholders. Candidates should have experience in financial analysis, excellent communication skills, and the ability to manage multiple priorities while delivering on time. The position offers a dynamic work environment and the opportunity to contribute to significant financial projects.

Qualifications

• Experience in Private Wealth business and commercial understanding.
• Ability to manage multiple stakeholders.
• Resilience to meet deadlines and adapt to new challenges.
• Expertise in financial analysis and financial planning.
• Strong financial modelling skills.

Responsibilities

• Support financial review and analysis for Private Wealth businesses.
• Provide insights during business reviews using financial data.
• Manage financial planning cycles including budgets and forecasts.
• Lead finance team involvement in Private Wealth projects.

Skills

Financial analysis

Financial modelling

Stakeholder management

Team collaboration

Attention to detail

Communication

Job description

Purpose: This role reports to the Head of Financial Planning & Analysis and is part of a 20+person Group Finance team at 7IM. The primary responsibility is supporting the Private Wealth businesses of 7IM from a Financial Planning and Analysis perspective.

Responsibilities

• Support the Private Wealth businesses and business heads with financial review, planning and analysis of their businesses. Current businesses include both Independent and Integrated Private Wealth businesses as well as Lync.
• Support the Head of Financial Planning & Analysis, the CFO, CEO etc on Groupwide financial analysis, typically focused on Private Wealth and Advice.
• Attend Private Wealth monthly business reviews and add financial insight using P&L, netflow and AuM as well as other financial and market intelligence.
• Support Private Wealth businesses with financial analysis on various projects including deep dive reviews, MCRs, Deferred consideration and other compensation schemes.
• Lead the Finance team involvement in Private Wealth projects including pricing work, business integrations, M&A, target operating model execution etc.
• Manage the integration of new acquisitions from an FP&A perspective.
• Work closely between the Entity Controllers within Finance, the Data Insight & Analytics team and the business to ensure the right level of information and insight for effective management and decision making.
• Manage and provide Private Wealth input into the financial planning cycles (budget, forecasting, 5 year business plan etc).

About You

Experience

• Private Wealth business and commercial understanding.
• Stakeholder management – able to manage multiple stakeholders and outputs.
• Resilience – able to deliver on time and go the extra mile when necessary.
• Excellent experience of Financial analysis and financial planning.
• Financial modelling skills.
• Staff management (1 PQ staff).
• Team collaboration.
• Breadth of financial awareness and understanding.

Skills/Other relevant information

• Display strong attention to detail and accuracy.
• Be able to communicate effectively (written and verbal) with internal and external stakeholders, including senior management.
• Manage workload independently (and for team) and demonstrate initiative.
• Adapt easily to varied responsibilities.

The position encompasses a combination of some routine with many ad hoc assignments.

Commitment to upholding 7IM’s mission, core values, and the principles outlined in the company’s Treating Customers Fairly initiatives is expected.

Qualifications