Senior Finance Business Partner (Wealth Planning)

OVERALL SUMMARY

We are seeking a highly skilled and influential Senior Finance Business Partner to join our FP&A function and act as the primary partner to the Head of Wealth Planning and the Wealth Planning Senior Leadership Team. This role is central to enabling highquality commercial decisionmaking through accurate timely and insightful financial analysis forwardlooking forecasting and clear storytelling of business performance.

You will play a pivotal role in shaping and challenging business strategy ensuring alignment to TrinityBridges goals and proactively identifying opportunities to enhance financial performance.

This is a significant opportunity to lead and uplift a developing team embedding stronger processes improving use of technology and automation and coaching team members to enhance accuracy pace and overall performance. You will also work closely with and support the Head of Finance.

We entrust our Business Partners to operate with integrity and couragebuilding strong relationships constructively challenging senior leaders and turning numbers into meaningful actionable insight.

RESPONSIBILITIES

Business Partnering & Stakeholder Influence

• Act as the lead Finance Business Partner to the Wealth Planning business with particular focus on supporting the Head of Wealth Planning.
• Build strong trusted and influential relationships across the Wealth Planning Senior Leadership Team and wider business.
• Confidently challenge assumptions provide thoughtful insight and hold stakeholders to account in a constructive and solutionsfocused way.
• Represent the FP&A team and support the Head of Finance on crossfunctional initiatives.

Analysis Insight & Reporting

• Deliver accurate timely and relevant MI analysis and insight to support performance tracking forecasting and strategic decisionmaking.
• Produce monthly and quarterly reporting packs with clear commentary trend analysis and commercial implications across FUM AUA flows revenue and cost drivers.
• Lead the annual planning and rolling forecasting processes ensuring alignment with TrinityBridges strategic priorities.

Commercial Modelling Scenario Analysis & M&A Support

• Develop robust financial models to evaluate potential acquisitions and support due diligence.
• Build and maintain scenariobased commercial models to assess the financial impact of strategic and operational decisions both in response to stakeholder needs and proactively identifying new opportunities or areas of concern.
  • Examples include:
    • Profitability analysis of products client segments or service lines
    • Scenario modelling to assess the potential disposal or restructuring of business units
    • Modelling revenue cost or productivity initiatives
    • Stresstesting business plans forecasts and operational decisions
• Provide clear insightdriven recommendations highlighting financial implications risks opportunities and strategic options.
• Deliver postacquisition financial oversight performance tracking and integration analysis.

Process Improvement & Technology Enablement

• Drive continuous improvement of BAU FP&A processes ensuring reporting becomes more automated efficient and controlled.
• Promote the effective use of technology and analytical tools within the team identifying opportunities to streamline data handling and improve output quality.
• Champion best practice across FP&A processes and systems.

Leadership & Team Development

• Lead coach and develop two team members embedding a highperforming culture focused on accuracy accountability and continuous improvement.
• Provide handson guidance to uplift team capability improve analytical quality and ensure consistent delivery standards.

AdHoc Projects

• Respond to adhoc queries and provide support to business heads senior management the CFO and the wider FP&A team.
  

Regulatory responsibilities Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role whilst practising effective risk management taking account of outcomes for clients.
  
• Understand follow and demonstrate compliance with all relevant internal and external rules regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual local and Group Compliance and Risk policies.

Developing Our People:as a line manager you will be responsible for increasing productivity and developing performance through coaching mentoring and developing your team members. You will encourage your team to take responsibility for their own personal development and provide support through regular feedback.

WE WOULD LOVE TO HEAR FROM YOU IF:

Experience

• Essential: Significant experience in a commercial FP&A or Finance Business Partnering role ideally within wealth management asset management or broader financial services partnering directly with senior leadership.

Technical & Analytical Expertise

• Qualified accountant (CIMA ACA or ACCA) with 3 years PQE.
• Strong financial modelling scenario analysis and commercial decisionsupport skills.
• Excellent Excel and PowerPoint skills with experience managing large and complex datasets.
• Desirable: Experience with analytical tools such as Power BI SAP Analytics Cloud Workday Adaptive Planning or similar.

Interpersonal Skills & Leadership

• Exceptional communication influence and relationshipmanagement skills with the confidence to challenge negotiate and partner with demanding senior stakeholders.
• Ability to simplify complex issues and present insight in a clear commercially compelling way.
• Proven experience coaching and developing a small team.

Ways of Working

• Independent thinker with strong judgement and the confidence to lead conversations with senior stakeholders.
• Proactive solutionsfocused mindset with the resilience to operate in a dynamic fastgrowing environment.
• Highly organised able to deliver multiple priorities to a consistently high standard

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at.