Support with the various aspects of the FP&A function, assisting with the preparation of the Group’s financial planning, budget and forecasting processes, conducting complex analysis, including detailed scenario modelling and producing high-quality reports to support senior management decision-making.

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 AJ Bell

AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.

Today, over 644,000 customers trust us to manage more than £103.3 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.

We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.

What we offer

• 25 days holiday, increasing with service + buy/sell scheme + bank holidays
• 6% Pension with matched contributions
• Discretionary bonus scheme
• Share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare
• Free onsite gym
• Enhanced family leave (subject to qualifying criteria)
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment

Our ways of working

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.