This role is designed for an analytical individual who is passionate about financial modelling, collaborating with stakeholders across the business, and enabling better decision making through structured analysis and automation.
What does the job involve?
Business planning and forecasting
* Support the production of the Group’s multiyear plan, annual budgets and long-term forecasts
* Support ongoing development of the Workday Adaptive Planning tool, and supplementary financial planning tools
* Provide analysis and recommendations to senior management, product owners and cost centre managers, to assist with decision making
* Support the production of the monthly forecast and reporting to the CFO/ business
* Awareness of macroeconomic variables and how they impact business performance, providing appropriate support, analysis and suggestions, considering available external information
Other
* Conduct scenario analysis for Board and senior management decision-making, considering internal and external influences
* Maintain and develop supplementary financial models, including transfer pricing, internal valuation, ICARA stress scenarios and wind down planning
* Support Interim, final and subsidiary dividend recommendations to the Board
* Ad hoc projects and requests, including project appraisals and cost reviews
* Identify opportunities to enhance profitability, efficiency or scalability through detailed financial analysis, benchmarking and insight generation
* Support and enable the business to achieve its regulatory requirements, including consumer duty
Competence, Knowledge and Skills
Competence
* Strong financial modelling and analytical capability
* Ability to handle complex calculations and identify emerging trends
* Ability to develop working relationships with key stakeholders
* Qualified accountant, or working towards (ACCA, CIMA, ACA)
* Experience in the Financial Services Sector
Knowledge & Skills
* Strong communication skills, both written and verbal, to finance and non-finance stakeholders, capable of producing high-quality reports for senior management
* Continuous improvement mindset – proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes
* Attention to detail - Maintains high levels of attention to detail under pressure, with a curious mindset to understand the AJ Bell business model and its internal and external drivers
* Sound planning and organisational skills with the ability to prioritise own workload within tight deadlines and the flexibility to change those priorities as required.
* Data visualisation - experience with Power BI or similar tools (e.g. excel visualisation)
* Planning and reporting tools - experience with Workday or similar tools would be an advantage.
* Highly numerate with a logical mind-set to solve problems & high proficiency in Excel
About us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2024 and 2025 named a Great Place to Work®.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
What we offer:
We offer a competitive package including:
* Starting holidays of 25 days, increasing to 31 with length of service as well as buy/sell options
* Matched pension contributions up to 6%
* Discretionary bonus scheme, Free share awards & BAYE scheme
* Private healthcare options, Health Cash Plan & Free onsite gym
* Enhanced family leave
* Ongoing technical training & professional qualification support
For the full list of benefits and more detail about the role, click apply or visit our careers page.
Hybrid working:
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you
Salary description
£45000.00 - £55000.00 per year