You’ll be joining a leading financial services group headquartered in Edinburgh, known for its strong presence in the adviser platform and retirement planning space. With over £100bn in assets under administration and a growing client base, the organisation is part of a wider group dedicated to supporting financial advisers through innovative technology and operational excellence. They offer a collaborative, forward-thinking environment where finance plays a strategic role in driving business success.

As FP&A Senior, you’ll be a key member of the finance team, reporting to the Head of Planning or Head of Commercial Finance. You’ll take ownership of budgeting, forecasting, and performance analysis, providing critical insights to support strategic decision-making. This is a high-impact role that involves close collaboration with senior stakeholders and cross-functional teams to drive financial performance and continuous improvement.

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