We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!
About the role
As a member of HL’s Commercial Finance function, the Commercial Finance Analyst will be central to driving insight and shaping decisions across Client‑facing teams including Distribution, Marketing, and other commercial functions. Working closely with the Finance Business Partners (FBPs), this role delivers sharp analysis, dynamic modelling, and high‑impact reporting that influences strategic choices and fuels the continued growth and success of the business.What you’ll be doing
Collaborate across the Client team to drive value across both revenue and cost while supporting Finance Business partners on key projects and strategic initiatives
Support financial planning, reporting and performance tracking, including the creation of budgets, forecasts, monthly reporting packs and insightful commentary.
Develop clear and impactful reporting and dashboards on revenue, margin, contribution, initiatives and sales and operational performance; work with operational teams to translate insights into meaningful action
Support the development of business cases and financial models, challenging inputs where necessary to ensure robust and commercially sound recommendations.
Analyse financial data and monitor market and business developments to identify trends, risks, and opportunities, providing clear recommendations to improve financial performance.
Partner with business colleagues to produce insightful, timely, and well‑governed operational performance metrics, enabling effective performance management, accountability, and stronger commercial decision‑making.
Work collaboratively with the wider Finance team to share best practice, embed continuous improvement, to optimise processes and enhance the overall quality of financial insight across the function.
About you
Experience from a professional consultancy or accounting practice, or commercial experience within a group function of a large and complex organisation
Recently qualified to 3-years' PQE
Excellent financial modelling skills, with the ability to build clear, robust, and flexible models. BI tool experience is desirable but not essential.
Strong analytical and data gathering capability, with experience across sales and promotions, and ROI tracking considered advantageous.
Proactive, organised and self-sufficient, with the ability to manage competing priorities in a fast‑paced environment.
Skilled relationship‑builder, able to influence, negotiate, and handle challenging conversations confidently at all levels of the organisation.
Solution focused mindset, able to digest complex information quickly and develop innovative, practical solutions to difficult problems.
Comfortable working with a variety of systems, with a strong aptitude for learning new tools and technologies.
Ability to transition between the big picture thinking and detailed analysis, synthesising financial and non-financial insights from across the organisation.
Interview process
The selection process will consist of a first‑stage competency‑based interview with a manager/s, followed by a final interview with the Head of Function / Commercial Finance Director to explore your commercial acumen, strategic thinking, and overall fit for the role.
Working Schedule
This role is based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office with a minimum of 2 days per week in the office.
Why us?
Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.
To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.
What's on offer?
- Discretionary annual bonus* and annual pay review
- 25 days* holiday plus bank holidays and 1-day additional Christmas closure
- Option to purchase an additional 5 days holiday**
- Flexible working options available, including hybrid working
- Enhanced parental leave
- Pension scheme up to 11% employer contribution
- Income Protection and Life insurance (4 x salary core level of cover)
- Private medical insurance*
- Health care cash plans - including optical, dental, and outpatient care
- Health screening programme
- Help@hand - confidential support including mental health counselling and remote GP
- Wellhub - unlimited access to fitness providers and wellness coach sessions
- Variety of travel to work schemes with bike storage and shower facilities
- Inhouse barista and deli serving subsidised coffee and sandwiches
- Two paid volunteering days per year
* dependant on role level
** only available to select during our annual benefits window, in November each year
Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.
Please note, we are unable to provide employment sponsorship to candidates.
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What We Do
We’re the UK’s number 1 investment platform for private investors, based in Bristol, where we now employ over 1,700 people. For more than 40 years we’ve helped investors save time, tax and money on their investments. Today we're trusted by over 1.7 million clients. Our service allows clients to bring all their ISAs, pensions, SIPPS, and savings into one easy to manage place, allowing them to be in control.
