Financial Planning and Analyst

Robert Half International
London, United Kingdom
GBP70000 - GBP75000 per annum + benefits
21 Jan 2023
29 Jan 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Robert Half are currently working with an Asset Management firm based in the City of London, helping them source a Financial Planning and Analyst candidate for a 12 month contract with the chance to convert into a permanent role.

Pay up to £75,000 plus benefits.


As Financial Planning and Analyst Accountant, you will help to bridge the gap between the financials and the business. You'll need to build a picture around the revenues and forecasts, for various departments, and use this to help build a new budget for the business.

Your key responsibilities will include:
  • Working with various business heads to provide insights on the revenues of the Asset Management teams within the business and present to the board
  • The budgeting, forecasting and long-term planning process.
  • Analyse the performance of actual against budget / forecast and monitoring KPIs, KRIs and lead indicators.
  • Support decision making by providing timely and meaningful insights on business performance.
  • Assist in the development of automated dashboard reporting and the development of business intelligence tools.
  • Performing ad-hoc analysis on AUM, fundraise and liquidity.
  • Budgeting for compensation and analysing potential scenarios
  • Involvement in development of forecast analytics using Workday and Adaptive Insights
  • Driving to streamline the budgeting and reporting process of the function
  • Other ad hoc analysis on demand

  • Excellent attention to detail
  • Self-starter who can work autonomously
  • Previous experience calculating commissions and bonuses for a business
  • Strong communication skills, written and verbal
  • Workday / Adaptive Insights desirable
  • Excellent excel skills with modelling experience


This Asset Firm was established in 2009 by some leading market professionals who wanted to create an efficient and direct way to take advantage of alternative investment opportunities.

Their aim is to create a fully diversified portfolio for their investors giving steady returns to beat the equity market through all market conditions. Since then, they have built multiple portfolios in excess of €20bn of with an excellent track record of success.

Salary & Benefits

Pay up to £75,000 plus benefits.

Based in London. Financial Services, Accountancy, Financial Planning & Analysis, Financial Planning and Analyst

The salary range/rates of pay is dependent upon your experience, qualifications or training.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:
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