Join Mattioli Woods during an exciting period of private equity (PE)-backed growth and transformation. We're seeking an experienced FP&A Manager who thrives on creating insight, partnering with senior leadership, and driving performance improvement across our wealth management business.
This is a hands-on, strategic role where you'll influence decision-making at Group and Board level in a fast-paced, collaborative environment.
What you'll do:
Strategic FP&A and business partnering
lead budgeting, reforecasting, and financial modelling for strategic initiatives and investment cases
act as trusted adviser to senior management, translating complex financial data into actionable insight
analyse revenue, costs, and profitability across products, clients, and business units
monitor key metrics: AuM, revenue per client, net flows, margin, cost-to-income ratios
Board and investor reporting
prepare Board papers and support PE investor reporting (quarterly updates, value creation tracking)
present financial results clearly to senior stakeholders
Team development and continuous improvement
provide guidance and review for FP&A Analyst
enhance reporting processes, identify automation opportunities, and champion best practice
What we’re looking for:
Essential
fully-qualified accountant (ACA, ACCA, CIMA) with 3+ years PQE in FP&A/business partnering
experience in a fast-paced, demanding finance environment
strong P&L, balance sheet, and cash flow understanding
advanced Excel and financial modelling skills
proven experience delivering management information and variance analysis to senior stakeholders
commercial mindset with excellent communication skills who can influence and challenge constructively
proactive, self-motivated, and comfortable in dynamic environments
understanding of consolidation processes
Desirable
wealth management or financial services background
BI tools or ERP systems (Power BI, Microsoft Dynamics, SAP, Oracle)
PE-backed environment experience
value creation initiatives and investor reporting exposure
Perks and benefits
💰 competitive salary (depending on experience)
⏰ 34.5-hour working week
🏥 health cash plan (Core Level 1)
💼 5% employer/5% employee pension
💖 4x salary life assurance and group income protection
🎉 25 days’ holiday plus statutory (increasing with service)
🏠 hybrid working – a blend of home and office time in Leicester
🌱 training and development opportunities
🤝 a supportive, collaborative team environment
Why join us?
This role offers genuine strategic influence in a PE-backed wealth management business during a growth phase. You'll have Board-level visibility, partner directly with senior leadership on value creation, and develop an FP&A Analyst while working in a collaborative, supportive environment where your insight drives decisions.
If you're a strong team player who thrives in fast-paced settings and wants real impact, we'd love to hear from you.
Top Skills
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
