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    • Ensure best-practice financial controls are adhered to and continuously improved.
    • You’ll help ensure financial controls are maintained and adhered to,…
    • View all IPSUM jobs - Stoke-on-Trent jobs - Finance Partner jobs in Stoke-on-Trent
    • Salary Search: Assistant Finance Business Partner salaries in Stoke-on-Trent
    • In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients…
    • Possess excellent technical knowledge across a broad range of financial planning disciplines.
    • A strong communicator who can explain complex financial matters…
    • Manage complex financial services administration cases from start to finish.
    • Experience using provider platforms and financial services back-office systems.
    • Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.
    • Experience within financial services, ideally in a financial planning or wealth management practice.
    • Review client portfolios and support ongoing financial…
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Supporting the preparation of accurate financial information, including financial reporting and statutory returns.
    • A practical approach to problem solving.
    • Knowledge of cashflow modelling and financial analysis tools.
    • Completing relevant calculations and financial analysis to support recommendations.
    • Produce comprehensive, compliant financial planning reports for advisers to present to clients.
    • Keep up to date with financial planning legislation, products,…
    • Responding to adviser and client information requests.
    • Supporting agency setup and online access for adviser firms.
    • Managing print and post requests.
    • This is a client and growth-focused, high-impact role for a Financial Planner who enjoys winning new business, building long-term relationships and being…
    • Keep up to date with financial products and legislation.
    • After assessing these against the client’s financial objectives, you will produce timely and compliant…
    • Keep up to date with financial products and legislation.
    • After assessing these against the client’s financial objectives, you will produce timely and compliant…
    • The purpose of the role is to generate new qualified business opportunities from both existing and new clients relating to all forms of commercial finance.

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financial advisor
Assistant Finance Business Partner
IPSUM
·
5.0
Stoke-on-Trent
Permanent, Full-time

Job details

Pay information not provided
Annual leave, Company pension, Paid volunteer time, Cycle to work scheme
Permanent, Full-time
Monday to Friday
Stoke-on-Trent

Full job description

Assistant Finance Business Partner

Location: Stoke – Office Based

Employment type: Full Time

Working Hours: Monday to Friday

What’s in it for you…

We believe in looking after our people, and it shows. When you join Ipsum, you’re not just taking a job — you’re starting a career with real support behind it.

  • 25 annual leave plus bank holidays with the option to buy more
  • Group Personal Pension Plan
  • Career development & progression with the opportunity to earn professional qualifications
  • 24/7 access to a virtual GP and Mental health support & counselling services
  • Cycle to Work scheme
  • Discount club - supermarkets, phone bills, gyms & more!
  • Life assurance cover
  • Long service recognition
  • Active local social committees
  • Regular social events
  • Paid volunteering opportunities in your community


About the role…

As an Assistant Finance Business Partner, you will support the Power Division across the North Power region, working closely with operational teams to provide effective finance business partnering. You’ll help ensure financial controls are maintained and adhered to, supporting strong governance and compliance.

You will play an important role in managing working capital and preparing accurate financial and commercial information to support performance, forecasting, and investment decisions. This role offers great exposure within a fast‑paced, operational environment and an opportunity to further develop your finance business partnering skills.



As an Assistant Finance Business Partner you will…

  • Own the full balance sheet, including debtor and creditor management, tax control accounts, and all associated reconciliations.
  • Take responsibility for the completion of the monthly P&L and the delivery of accurate and insightful P&L reporting.
  • Partner closely with operational and commercial teams to develop forecasts, budgets, and financial plans.
  • Liaise with external auditors during the annual audit process.
  • Work closely with finance and commercial processing teams to ensure control compliance.
  • Review and oversee the payroll process ahead of Finance Business Partner sign-off.
  • Prepare and manage cashflow and working capital information for review.
  • Ensure best-practice financial controls are adhered to and continuously improved.



About you…

You are a part‑qualified accountant with a strong desire to progress, challenge yourself, and continue developing your career within a commercial environment. You bring experience from an accounting role, with strong Excel and systems skills, and ideally have exposure to commercial finance. You’re confident working at pace, responding well under pressure, and questioning the status quo to drive improvement. A proactive team player, you build positive relationships at all levels, can influence and motivate others, and are driven by a genuine desire to succeed.



Our commitment to Equal Opportunities...

We’re proud to be an equal opportunities employer. We welcome applications from all backgrounds and experiences, and we’re committed to building a diverse and inclusive workforce. Before applying, please review our Privacy Policy to understand how we process your data in line with GDPR.



Next steps...
If you’re interested in this opportunity, please apply or reach out to careers@ipsum.co.uk for more info!

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