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
Our Finance team is growing, resulting in an excellent opportunity for an experienced, commercially minded Finance Business Partner (FBP) to join us. You will be responsible for providing commercial finance expertise to Business Line Leadership, delivering financial reporting, budgeting, forecasting & planning, as well as creating insightful analysis. The successful candidate will work closely with Financial Control colleagues to maintain and improve a strong risk and control environment.
What you'll be doing
Nurturing relationships with key stakeholders across the business to develop an in depth understanding of the Business Line proposition, its clients, and their journeys.
Helping key stakeholders and leadership understand the revenue and cost opportunities and how product and journey design impacts financial performance
Building understanding to co-create our three-year plan (3YP) and budgets, whilst ensuring risks and opportunities are considered, identified and registered, with remediation plans put into place and delivered.
Maintaining investment analysis; including propositional development, pricing, incentives and OD investment
Income Statement & Balance Sheet accountability
Leading on cost leadership, and the pursuit of efficiency. Drive profitable growth, and positive operating leverage
Collaborating with colleagues in the Data team to prepare Financial Management Information, combining financial and non-financial data
Taking ownership of forecasting, ensuring projections have strong commercial rationale, and are activity driven wherever possible
Developing understanding of new business sales pipeline, conversion, revenue, and direct costs
Working closely with the business and broader Finance team, to create accurate profitability analysis
Supporting and where appropriate, leading on competitor analysis to inform propositional investment opportunities, activity, and cost benchmarking
Contributing a balanced voice of the client, colleague, and shareholder
Working across Financial Control and Commercial Finance to ensure best practice ways of working
Ensuring alignment and compliance with the Consumer Duty framework and our Assessment of Value obligations
About you
A qualified accountant (ACCA, CIMA, CIPFA, ACA) with current technical knowledge and post qualification Business Partnering experience
Experience of working in a commercial organisation and liaising with all levels of stakeholder.
Ability to understand the strategic business goals of an organisation, including revenue streams and pricing, 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
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
Ability to work, and be resilient, in a fast paced and changeable environment
Be curious, looking to continually improve your own, and the wider team's performance, actively promoting change and continuous improvement
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 and an online psychometric assessment
Working Schedule
This role is based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. 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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