What Jobs are available for Wealth Management Firms in London?

This exciting Finance and Planning role requires a professional to manage key financial activities and strategic planning and calls for a detail-oriented individual with expertise in accounting and finance.

Client Details

The employer is a well-established organisation within the Banking sector. This large organisation operates in a professional and structured environment, offering opportunities to work on challenging projects.

Description

Your remit will be to analyse financial and workforce data, create forecasts and provide insights for strategic decision-making including:

• Oversee budgeting and financial reporting processes.
• Build financial models and conduct performance analysis to support senior decision- making.
• Analyse financial statements, trends, and metrics to assess financial health.
• Develop models for forecasting, scenario planning, and strategic analysis.
• Support annual budgets, forecasts, and long-term financial planning.
• Monitor performance vs. targets, identify variances, and recommend actions.
• Deliver insights on strategic priorities such as workforce planning and cost control.
• Prepare and present financial reports with key findings and recommendations.
• Collaborate with Strategic Planning and senior leaders to align financial plans and resolve issues.

Profile

• Qualifications: ACA / ACCA / CIMA Qualified
• Analytical Expertise: Strong ability to interpret complex financial data, identify trends, and build financial models.
• Financial Modelling: Proficient in modelling tools and techniques.
• Accounting & Reporting Knowledge: Solid grasp of financial statements, budgeting, and forecasting.
• Communication Skills: Able to present financial insights clearly to both technical and non-technical audiences.
• Problem Solving: Skilled in diagnosing financial issues and recommending effective solutions.
• Attention to Detail: Committed to accuracy and data integrity.
• Budgeting & Forecasting: Experienced in designing and managing efficient planning processes.
• Stakeholder Engagement: Capable of delivering strategic financial narratives to senior leaders.
• Industry Experience: Proven success in financial analysis, planning, or strategy within banking or financial services.
• Planning Tools: Familiarity with Anaplan or similar enterprise platforms is a plus.

Job Offer

Competitive salary and annual bonus

Excellent benefits package

Strong career path and opportunity to contribute to strategic financial decisions in a large organisation.

Hybrid working, Offices in the City of London

• Lead the FP&A function, overseeing the budgeting, forecasting, and long-range planning processes.
• Develop and refine financial models to support strategic initiatives, business cases, and scenario planning.
• Provide insightful financial analysis and reporting to senior management and the board, highlighting key trends, risks, and opportunities.
• Drive performance management initiatives, establishing KPIs and monitoring business performance against targets.
• Collaborate closely with divisional heads and business unit leaders to ensure financial plans are aligned with operational goals.
• Oversee the preparation of monthly management accounts and variance analysis, providing clear explanations and recommendations.
• Identify and implement improvements to financial processes, systems, and controls to enhance efficiency and accuracy.
• Manage and mentor a team of FP&A professionals, fostering a high-performance culture.
• Support M&A activities, including financial due diligence and integration planning.
• Ensure compliance with all relevant financial regulations and reporting standards.

• ACA, ACCA, or CIMA qualified with a minimum of 7-10 years of post-qualification experience in FP&A, corporate finance, or a related field.
• Extensive experience within the financial services sector is highly desirable.
• Proven track record in leading FP&A functions, managing complex financial models, and driving strategic financial planning.
• Exceptional analytical, problem-solving, and quantitative skills.
• Strong understanding of financial accounting principles and management reporting.
• Excellent leadership, communication, and stakeholder management skills, with the ability to influence at all levels.
• Proficiency in advanced Excel, financial modelling software, and ERP systems (e.g., SAP, Oracle).
• Experience with BI tools and data visualization is a plus.
• Ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities.
• Must be able to commute to London, England for hybrid working arrangements.

The Assembly Finance team is seeking a detail oriented and driven Senior manager, FP&A.

The Senior manager, FP&A role provides an opportunity partner with key stakeholders across the company. In this position, the Senior manager will Support the Senior Director FP&A with responsibility for ensuring the completeness and integrity of forecasts, budgets, tracking performance, managing monthly operating expenses, and using analysis help drive informed decision making.

Responsibilities

• Work directly with the Senior Director FP&A and other business leaders to play a crucial role in planning and assessing the company's performance.
• Manage FP&A analyst.
• Contribute to the development of accounting systems, policies, and procedures.
• Maintain client profitability reporting and forecast.
• Work with Senior Director FP&A and business leaders to maintain revenue forecast and pipeline.
• Work with business leaders and senior director FP&A to plan and carry out annual budgeting and quarterly / rolling reforecasting.
• Work with the accounting team to handle monthly, quarterly, and annual closes, ensuring all expenses are recorded accurately and reconciled to forecast.
• Own cash flow forecasting and management for Assembly Europe working with AP, AR and Billing central services to forecast and manage cash flow.
• Drive operational improvements through automation.
• Collaborate with other key stakeholders to monitor performance, identifying & understanding any differences from our budget plans.
• Build and maintain financial reporting packages and dashboards.
• Conduct research and analysis into issues and questions raised by leadership team to inform decision-making
• Partner with cross-functional teams to help optimise business performance, including identifying trends, gaps, insights, and opportunity areas within the business

About Assembly

We find the change that fuels growth. We're a cutting-edge global agency combining data, tech, and top talent to supercharge the world's best brands. With over a decade in social and environmental impact, we clinched Ad Age’s Purpose-Led Agency of the Year, championing a diverse, purpose-driven culture. 

Join Assembly, and you're instantly with 1,600 digital specialists across 30 global offices, pushing boundaries in omnichannel media, data, and tech to drive brand evolution. 

Requirements

• ACCA qualified or equivalent
• Prior experience in international, multi-currency environment
• Experience within media or marketing services advantageous
• Continuous improvement mindset
• Understand widely accepted accounting principles and financial concepts.
• Approach tasks with ownership, using analytics to guide decisions and solve problems, rather than just reporting results.
• Seek and implement ways to improve, streamline and automate processes
• Well-organised with strong people skills and ability to evaluate and communicate with Clients and Agency leaders

Benefits

In return for your enthusiasm and expertise, we’ll reward you with an enviable range of benefits that include, 24 days holiday a year (increasing by 1 day/year to a max of 30 with every year of service), a day of birthday leave, early finish Fridays, pension, life assurance, enhanced parental leave and access to perkbox.

Equal Opportunities

Assembly is an advocate for equal opportunity in the workplace. We are committed to ensuring equal opportunities regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability and gender identity. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.

Social and Environmental Responsibility

At Assembly, we have a responsibility to bring impact into our every day. This means we must always look for ways in which to be conscious citizens in our roles to support society and environmental sustainability. We encourage employees to; be a conscious citizen by actively participating in our organisation's sustainability efforts, help us promote environmentally friendly practices within the workplace, collaborate with community organisations and stakeholders to support initiatives aligned with our company's values, participate in volunteer activities that benefit the community. Employees are also encouraged to make suggestions and evaluate our business practices to identify areas for improvement in social and environmental performance. Employees at Assembly demonstrate commitment to sustainability and inclusivity in their actions and behaviours.

New opportunity for a junior or mid-level Portfolio Compliance Analyst to join an expanding Compliance function.

Report and work closely with the Head of Compliance & Operational Risk.

Client Details

UK Asset Manager.

Description

• Review and sign-off of investment financial promotions and related materials, including review of associated procedures.
• Attendance at the Investment Risk meetings and Compliance governance committees, including assembly of the pack and recording the minutes.
• Conduct new joiner compliance inductions and deliver regulatory training where required.
• Participation in SMCR oversight, including training and competence oversight (for Investments, Funds, Research, Business Development and Dealing teams).
• Awareness of new regulatory requirements and working with the business to develop and implement compliant solutions.
• Work in partnership with the business to improve processes and procedures to mitigate regulatory risk.

Profile

• Demonstrable senior investment compliance experience.
• Significant experience of the regulations pertaining to retail client communications.
• Excellent knowledge and understanding of regulatory requirements affecting a UK asset management and wealth management business.

Job Offer

50k base salary.

Company benefits.

Hybrid working.