About this role
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Who we’re looking for We are looking for a Finance Business Partner to join the Wealth Management Financial Planning & Analysis (‘FP&A’) team. The role will focus on division-wide client economics, revenue & AUM to drive a consistent approach to analysis, reporting and governance. The Finance Business Partner will act as the divisional centre of expertise for Revenue and AUM performance across Wealth Management, providing insight, analysis and challenge on divisional performance, whilst working in partnership with regional Finance Business Partners who retain responsibility for local business support and decision-making. About Us Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The base We have been at 1 London Wall Place since 2018. We’re close to our clients, in the heart of the UK’s financial centre, and have everything we need to work flexibly.
What you'll do Business Partnering & Commercial Support
• Partner through regional Finance Business Partners to support divisional decision-making, ensuring local market insight is reflected in consolidated Revenue and AUM analysis • Provide commercial insight at the divisional level on growth, pricing, proposition, pipeline and strategic initiatives through collaboration with the regional business partners • Translate financial and commercial performance into clear, actionable recommendations that drive business outcomes • Own the divisional forecasting framework and consolidated outlook for Revenue, AUM and flows, drawing on forecasts produced by regional Finance Business Partners. • Own and improve the divisional revenue forecast methodology and assumptions framework, including NNB, market movements, attrition, pipeline, pricing and mix ensuring consistent application across regional planning and forecasting processes • Own and improve the divisional reporting framework and tools for Revenue and AUM, enabling consistent regional input, consolidated analysis and cross-regional comparison. • Synthesise regional performance insights into a divisional view, challenging outcomes against targets and identifying cross-regional risks and opportunities • Provide clear, structured commentary on financial performance, linking outcomes to underlying business activity Performance Management & Insight Planning & Forecasting
• Coordinate and challenge Revenue and AUM assumptions across regions, working with regional Finance Business Partners to ensure budgets and forecasts are robust, consistent and aligned to divisional strategy. • Provide forward-looking Revenue and AUM analysis and scenario modelling to support divisional strategic planning • Challenge consolidated assumptions and work with regional Finance Business Partners to ensure plans reflect local market dynamics and operational reality Strategic Analysis & Projects
• Support strategic initiatives, transformation programmes, and business change through financial analysis and insight, business case review and benefits tracking, in particular for new hires • Deliver ad hoc analysis on key topics Performance Challenge & Governance
• Ensure financial outcomes are well understood and aligned with strategic objectives • Work closely with other members of the team to ensure consistency between reported performance, forecasts, and business narrative • Support the rollout of the key client book review • Benchmark performance against industry standards The knowledge, experience and qualifications you need
• Qualified (ACCA, CIMA, ACA or equivalent) with strong experience in FP&A, commercial finance or transformation financials • Experience of revenue, AUM, flows, pricing, pipeline or profitability analysis in financial services • Experience building or challenging revenue forecasts and connecting commercial activity to financial outcomes • Proven experience in business partnering, with the ability to influence senior stakeholders • Strong commercial acumen, with experience supporting decision-making in a complex business environment • Experience in financial analysis, planning, and performance management • Excellent analytical capability, with confidence working with data and translating insights into clear narratives • Strong communication and stakeholder management skills • Wealth Management experience with exposure to Operations, Technology, Data and Transformation advantageous • Experience with HFM, Power BI and management allocations advantageous The knowledge, experience and qualifications that’ll help
• Commercially minded, with a strong focus on value creation and business outcomes • Curious and proactive, with the ability to challenge constructively and influence decisions • Strong communicator, able to translate complex financial information into clear, relevant insight • Collaborative team player, comfortable working across Finance and the business • Able to manage competing priorities and deliver in a fast-paced environment We Recognise Potential, Whoever You Are Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.