Head of Financial Planning and Analysis (FP&A), Private Wealth Management
Head of Financial Planning and Analysis (FP&A), Private Wealth Management
Posted on :
05-05-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Since our launch weve lent over 12bn to ambitious entrepreneurs. Thats led to the creation of over 56000 jobs and over 34000 new homes and were not about to stop there. Were dedicated to helping trailblazing businesses thrive and determined savers reach their financial goals. We are evaluating an opportunity to build a new modern wealth management proposition. As the Head of FP&A you will be pivotal in shaping the financial trajectory of our wealth management offering focusing on unit economics customer profitability and strategic financial planning.
Key Responsibilities
- Develop and lead the financial planning strategyfor the Private Wealth Management division ensuring alignment with OakNorths overall business objectives.
- Analyze and optimize unit economicsfocusing on metrics such as revenue per client costtoserve and client lifetime value to drive profitability.
- Oversee the annual budgeting process monthly forecasting and longterm financial planning providing insights to support strategic decisionmaking.
- Establish and monitor key performance indicators (KPIs)to assess the financial health of the division including AUM growth client acquisition costs and retention rates.
- Work closely with crossfunctional teams including Product Sales and Compliance to align financial strategies with business initiatives.
- Prepare and present comprehensive financial reports to senior leadership highlighting trends risks and opportunities.
What Were Looking For
- 8 years in financial planning and analysis within the wealth management sector.
- Expertise infinancial modeling pricing customer P&L and forecasting
- Strong understanding of UK financial regulations including FCA guidelines and MiFID II.
- Demonstrated ability to interpret complex financial data and provide actionable insights.
- Proven experience in leading teams and managing crossdepartmental projects.
What We Offer
- Opportunity to be part ofbuilding a new wealth management business from the ground up.
- Direct exposure to senior leadership and decisionmaking.
- Competitive compensation including equity participation.
- A missiondriven techforward culture that values innovation.
Required Experience:
Director
Employment Type
Full-Time
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
