Finance Insights Analyst, FP&A and FBP

We're now recruiting a Finance Insights Analyst, FP&A and FBP to play a key role in transforming complex financial and non-financial data into analysis and insights for use across the business to impact short-medium- and long-term business performance. In addition, you will support FP&A and FBP teams in automation of existing and new processes.

This role is designed for a highly analytical individual who is passionate about enhancing data quality, reporting efficiency and enabling better decision making through structured analysis and automation.

What does the job involve?

• Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally
• Build and develop financial and non-financial insights on recurring and ad-hoc basis to drive actions and improve business performance, with support from FP&A and FBP team members
• Translate complex and / or high volumes of data into clear business insights for both finance and non-finance teams
• Automate insights such that they are available throughout the month to various stakeholders
• Build relationships and work closely with data and product teams to enhance the reliability and availability of source data from the data warehouse (snowflake)
• Leverage Workday Adaptive Planning and Snowflake to automate and enhance processes
• Assist the FP&A and Finance Business Partner function as required.
• Collaborate with and support wider finance teams in ongoing work/projects

Competence, knowledge, and skills

Competence

• Strong data insights and analysis skills
• Ability to develop strong working relationships with key stakeholders
• Qualified accountant, or working towards ACCA, CIMA, ACA, CFA

Knowledge & Skills

• Financial analysis and reporting – ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances
• 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 -including 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 to create dashboards
• Planning and reporting tools - experience with Workday or similar tools would be an advantage.
• High proficiency in Excel
• SQL knowledge would be desirable

About us:

AJ Bell is one of the UK’s fastest-growing investment platforms, serving over 644,000 customers and managing £103.3 billion in assets. Through our award-winning platform, we support everyone from professional financial advisers to first-time investors, making it easier to take control of your financial future and feel good investing.

With over 1,500 employees across Manchester, London, and Bristol, AJ Bell is a FTSE 250 company and has been recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, as well as a Great Place to Work® in 2025 and 2026. We offer a collaborative, friendly environment built on strong guiding principles and pride in what we do.

What we offer:

• Competitive starting salary
• Generous holiday allowance of 26 days, increasing up to 31 days with length of service
• Holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 7%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Ongoing technical training
• Professional qualification support
• Talent development programmes
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Casual dress code
• Access to a range of benefits from our sponsorship deals

Hybrid working:

At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.

We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.