• Work as a member of the FP&A team in delivering accurate, reliable forecasts and analysis across multiple functional areas, with a strong focus on data integrity and consistent execution. • Assist with budgeting, forecasting, and planning processes, working closely with leadership to incorporate inputs from functional teams and meet planning timelines and deliverables. • Support monthly close and forecast update cycles by validating actuals, updating forecasts, and ensuring alignment between Accounting and FP&A views. • Prepare Budget vs. Actual (BvA) analysis and variance commentary, helping leadership clearly explain results, trends, and key drivers. • Build, maintain, and update financial models to support departmental planning needs, including headcount scenarios, ROI analyses, software and vendor forecasts, and other ad hoc analyses. • Maintain and manage inputs within FP&A systems and tools (e.g., Pigment, TeamOhana, and related tools), ensuring data accuracy and consistency across forecasts, budgets, and reporting. • Work closely with the People team to maintain accurate headcount data and forecasts, ensuring hiring plans, attrition assumptions, and timing are accurately reflected in FP&A models and planning cycles. • Execute analyses and deliverables based on priorities set by FP&A leadership, managing multiple workstreams while meeting planning and reporting deadlines. • Serve as a reliable finance resource for internal teams, responding to finance-related questions and helping clarify data, assumptions, and outputs. • Help scale FP&A processes and capabilities by supporting improvements to models, templates, reporting, and documentation as the organization grows. • Document models, assumptions, and processes to support consistency, knowledge sharing, and long-term scalability. • Grow into increased ownership over time, with the opportunity to eventually support end-to-end analysis and partnership for specific departments or planning areas.

• Implement simple, reliable and actionable financial management for the group • Ensure the integrity and accuracy of cash • Produce useful management reporting • Introduce financial discipline across the organization • Serve as the link between operations, finance and accounting

• Conduct financial analysis, forecasting, and budgeting to support strategic decision-making and drive business performance. • Build and maintain complex financial models for scenario analysis, business case evaluations, and new business underwriting. • Partner with cross-functional teams across the company to uncover financial trends and translate data into actionable insights that improve performance. • Develop and track key financial and customer metrics (KPIs), providing clear visibility into our performance against targets. • Prepare and present financial reports and presentations for senior leadership, the executive team, and key stakeholders. • Assist in the preparation of investor materials, including board decks and investor communications, helping to tell our company's story. • Identify and champion process improvements within the finance function and across the company to increase efficiency and effectiveness. • Stay ahead of industry trends and best practices to ensure our financial operations are robust and competitive.

• Provide remote independent financial advice using pioneering technology • Drive forward the change required to build a model office experience for clients and colleagues as an active tester, user, shaper and advocate of technology solutions built by Wealth Wizards • Support the Personal Advice Team, as a subject matter expert to help the development of team members • Provide advice to clients in a compliant manner as detailed in the compliance manual and procedures documents. • Ensure high standards of product research, record keeping, management reporting, compliance and customer satisfaction, and ensure any associated business risks are understood and managed. • Comply with the Financial Services and Markets Act 2000, the FCA Statement of Principles & Code of Practice for approved persons and the relevant FCA rules at all times. • Taking responsibility for the client advice files, including the recommendations, suitability report, client specific illustration and key features document prepared by paraplanners, prior to sign off, and communication of recommendations to clients. • Maintain the level of competence required by the T&C scheme, including documenting sufficient CPD to ensure a current Statement of Professional Standing **(**SPS) is held at all times. • Oversee decisions on referrals from the automated advice journeys. • Fulfil all CF30 requirements • Meet objectives set in line with Company aspirations • Achieve minimum business levels and conversions set by the Company • Adhere to all Information Security policies and procedures • Work with the wider Wealth Wizards product and advice teams to share insight and shape future developments that will make advice accessible and affordable • Own and deliver on agreed parts of the plan to build a Model Office within the Personal Advice Team