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 AJ Bell

AJ Bell is one of the UK’s fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors.

Today, over 644,000 customers trust us to manage more than £103.3 billion of assets. By continually striving to make investing simpler and more accessible, we’re helping more people take control of their financial futures.

We’re proud to be recognised as one of the UK’s Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026 a reflection of our supportive and collaborative culture.

What we offer

• 25 days holiday, increasing with service + buy/sell scheme + bank holidays
• 6% Pension with matched contributions
• Discretionary bonus scheme
• Share schemes (including free shares and BAYE)
• Health Cash Plan and discounted private healthcare
• Free onsite gym
• Enhanced family leave (subject to qualifying criteria)
• Travel and bike loan schemes
• Employee Assistance Programme

Life at AJ Bell

• Regular social events including summer and Christmas parties
• Learning and development opportunities tailored to you
• Casual dress code
• Friendly, supportive team environment

Our ways of working

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships.

Inclusion & diversity

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work.

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.