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 partnering with the WM COO including Transformation, Operations, Technology and Data functions.
The Finance Business Partner will act as a trusted advisor to the business, combining strong financial insight with commercial acumen to provide forward-looking analysis, challenge performance, and support key strategic initiatives.
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
- Act as a trusted finance advisor to the WM COO and Operations, Transformation, Data and Technology functions, supporting decision-making division wide
- Provide commercial insight on key decisions including investment cases, cost optimisation, and strategic initiatives
- Translate financial performance into clear, actionable recommendations that drive business outcomes
Performance Management & Insight
- Lead performance discussions with the specified business functions, focusing on key drivers
- Interpret management information and challenge performance against targets, identifying risks and opportunities
- Provide clear, structured commentary on financial performance, linking outcomes to underlying business activity
Planning & Forecasting (Business Ownership)
- Partner with stakeholders to shape budgets and forecasts, ensuring assumptions are robust and aligned to strategy
- Provide forward-looking analysis and scenario modelling to support strategic planning
- Challenge business inputs and ensure financial plans reflect operational reality
Strategic Analysis & Projects
- Support strategic initiatives, transformation programmes, and business change through financial analysis and insight, business case review and benefits tracking
- Deliver ad hoc analysis on key topics
- Influence prioritisation and resource allocation decisions across the business
Performance Challenge & Governance
- Act as a critical POC to the business, providing constructive challenge on performance and cost discipline
- 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
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 and exposure to business cases, benefits realisation and the financial impact of transformation initiatives
- 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.
About Us
Skills Required
- Professional accounting qualification such as ACCA, CIMA, ACA, or equivalent
- Strong experience in FP&A, commercial finance, or transformation finance
- Experience developing business cases, tracking benefits realization, and assessing transformation initiatives
- Proven business partnering experience with the ability to influence senior stakeholders
- Strong commercial acumen in a complex business environment
- Experience in financial analysis, planning, and performance management
- Excellent analytical skills and ability to translate data into clear narratives
- Strong communication and stakeholder management skills
- Wealth Management experience with exposure to Operations, Technology, Data, and Transformation
- Experience with HFM, Power BI, and management allocations
- Ability to manage competing priorities in a fast-paced environment
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
-
Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
-
Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
-
Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
