Financial Solutions Advisor providing comprehensive financial advice to clients at Bank of America. Helping clients achieve financial goals by recommending investment strategies and products in a collaborative environment.
About the role
- Lead Finance Business Partner managing financial insights for Retail Direct and Advice business at Phoenix Group. Driving performance and supporting commercial decisions for the Pensions & Savings division.
Responsibilities
- Provide challenge in business performance plans and outcomes, with an aim to maximise commercial value in the aligned business area.
- Play a proactive role in the development of financial forecasting and planning, across a range of financial metrics, and ensure connection and consistency with the respective business areas activity and delivery.
- An ability to explain the trading results to the business stakeholders in a meaningful way that can influence decisions and actions. Supporting the business unit in understanding the commercial drivers behind each of the businesses to execute value maximising activity.
- Identify options and opportunities for financial performance management through considered analysis of experience and ensuring presentation of these findings in an appropriate method. Taking accountability to drive forward value to the aligned business area and champion a curiosity mindset, with a willingness to engage proactively in decisions.
- Deliver ad-hoc commercial analysis, identifying key trends and bringing these to life for the business stakeholders. Making recommendations from the findings of the analysis.
- Support the creation of business cases that will improve strategic value and ensure that these are aligned to ongoing strategy, forecasting and planning for the business.
- Effectively communicate complex information to a wide group of stakeholders against a background of continuous regulatory and business change. Ensuring that outputs are tailored appropriately to the audience.
- A self-starter attitude looking for ways to optimise or improve the outputs from the team to ensure we work efficiently and driving forward best-practice in making-things-happen. To be a trusted voice to the stakeholders across the business and finance.
- Taking ownership for commercial assessments within broader activity and feed into broader investment decisions for the aligned business area, ensuring that all financial impacts are understood and considered as part of decision making. Ensuring that accountability is taken for changes driven elsewhere across the Group that affect the business area of the team.
- Represent the team across various internal and external working groups/management committees, sharing knowledge and opinions, proactively engaging, and influencing other stakeholders where appropriate to ensure reasonable requirements are met.
Requirements
- A strong understanding of pensions and savings products, along with awareness of the competitive landscape and wider markets.
- A naturally curious mindset with a willingness to engage in a wide range of initiatives and a natural desire for problem solving and optimisation.
- Analytical thinking skills, paired with the ability to clearly communicate complex information to diverse audiences and stakeholders.
- Ability to identify key priorities and seek guidance when needed, in an environment of constant change and tight deadlines.
- Proven experience in stakeholder management, including effective business partnering for an open trading business.
- Influencing at various levels: the role must provide challenge on financial performance and expense management, often navigating sensitive or contested decisions.
- Must have an accounting qualification.
Benefits
- Up to £70,000 depending on experience plus an indicative bonus range 16% - 32%
- private medical cover
- 38 days annual leave
- excellent pension
- 12x salary life assurance
- career breaks
- income protection
- 3x volunteering days
- much more
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients to achieve their financial goals. Assisting clients with brokerage products and investment strategies to align with their needs.
Financial Solutions Advisor at Bank of America, providing advice and customized solutions to achieve clients' financial goals. Planning, recommending, and managing investment strategies aligned with client's needs.
Financial Solutions Advisor at Bank of America providing customized financial advice and solutions. Responsible for building client relationships and delivering tailored investment strategies.
Finance Specialist providing specialized accounting services to the Europe Region. Involved in processing invoices, accounting close, and financial management under TNC policies.
Finance Assistant responsible for processing invoices and maintaining billing data. Join a collaborative finance team in a hybrid working environment from Egham, Surrey.
Manager, FP&A overseeing financial planning and analysis for B2C business. Collaborating across Europe, US, and Japan in a data - driven international environment.
Director of Global FP&A leading financial planning and analysis for B2C and B2B at Coolbet. Collaborating with senior leaders and managing a diverse team in Tallinn.
Intern in Investment Team at BlueOrchard supporting financial analysis and monitoring Micro Finance Institutions. Assist in research and communication with financial institutions in a multicultural environment.
Director of FP&A leading financial forecasting and analysis across music labels and distribution. Collaborating with executives to drive strategic financial decisions and optimize processes.