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- Tasks: Lead strategic planning and commercial management for AJ Bell's Advised Division.
- Company: AJ Bell is a fast-growing investment platform, trusted by over 561,000 customers.
- Benefits: Enjoy competitive salary, generous holiday, private healthcare, gym membership, and more perks.
- Why this job: Shape the future of financial services while collaborating with top leadership in a supportive culture.
- Qualifications: Qualified accountant with 10+ years in strategic planning within financial services required.
- Other info: Hybrid working model with a focus on building strong team connections.
The predicted salary is between 72000 - 108000 £ per year.
AJ Bell Manchester, England, United Kingdom Divisional Finance Director AJ Bell Manchester, England, United Kingdom Specialist in Executive Recruitment – Connecting Top Leadership Talent with AJ Bell Are you a strategic thinker with a passion for shaping the future of financial services? AJ Bell is seeking a Finance Director for our Advised Division. This is a unique opportunity to play a pivotal role in driving the strategic planning, commercial management, and long-term growth of one of the UK’s leading platform businesses. About The Role As Finance Director for the Advised Division, you will work closely with the Managing Director and senior management team to develop and deliver the division’s strategic vision. Your expertise in strategic planning, business forecasting, and commercial management will help guide the division toward sustainable and profitable growth. You’ll also ensure alignment with Consumer Duty principles, working collaboratively to deliver value to our customers and achieve positive outcomes. Key Responsibilities Strategic Planning: Lead the development of long-term strategic plans, aligning initiatives with AJ Bell’s corporate objectives. Identify opportunities and threats in the advised market to drive proactive decision-making. Present strategy proposals and progress updates to the Executive Committee and Board. Oversee the annual business planning, forecasting, and budgeting processes for the advised business unit. Provide data-driven insights to inform decision-making and monitor short-term plan execution. Commercial Management: Evaluate pricing strategies and strategic partnerships to enhance revenue streams. Drive initiatives to improve profitability while maintaining customer value and outcomes. Collaboration and Stakeholder Engagement: Act as a trusted partner to the Advised Managing Director and Product Director, ensuring alignment of goals. Collaborate with cross-functional teams to execute initiatives seamlessly. What We’re Looking For Qualified accountant (ACA/ACCA/CIMA) A minimum of 10 years’ experience in strategic planning, corporate strategy, or a similar role within financial services. Deep understanding of the platform and advised markets and their competitive dynamics. Exceptional analytical skills with the ability to interpret complex data and provide actionable insights. Proven ability to develop and execute long-term strategic plans, ensuring alignment with organisational goals. Commercial acumen with experience in pricing, profitability, and contract management. Strong collaboration and stakeholder management skills, with experience engaging at the Board and Executive level. About Us AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 561,000 customers using our award-winning platform propositions to manage assets totalling more than £89.5 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,450 employees and have been named one of the UK\’s \’Best 100 Companies to Work For’ for six consecutive years and in 2024 named a Great Place to Work. Benefits: Competitive starting salary depending on experience Starting holiday entitlement of 29 days, increasing up to 31 days with length of service and a holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan – provided by SimplyHealth Private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Discounted nursery fees at Kids Planet on Exchange Quay Loans for travel season tickets Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Parking at Exchange Quay (subject to availability) Ongoing technical training Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That\’s why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. Seniority level Director Employment type Full-time Job function Finance #J-18808-Ljbffr
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Divisional Finance Director
✨Tip Number 1
Network with professionals in the financial services sector, especially those who have experience in strategic planning and commercial management. Attend industry events or webinars to connect with potential colleagues or mentors who can provide insights into AJ Bell's culture and expectations.
✨Tip Number 2
Familiarise yourself with AJ Bell's recent strategic initiatives and market positioning. Understanding their approach to consumer duty principles and how they align with corporate objectives will help you articulate your vision and ideas during discussions.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully led strategic planning and commercial management in previous roles. Highlight your analytical skills and ability to interpret complex data, as these are crucial for the Finance Director position.
✨Tip Number 4
Engage with current or former employees of AJ Bell on platforms like LinkedIn. Gaining insights into their experiences can provide you with valuable information about the company culture and what they value in leadership roles.
We think you need these skills to ace Divisional Finance Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in strategic planning and financial management. Use specific examples that demonstrate your ability to drive growth and align with corporate objectives, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial services and how your background aligns with AJ Bell's mission. Mention your understanding of the platform and advised markets, and how you can contribute to their long-term strategic vision.
Highlight Relevant Qualifications: Clearly state your qualifications, such as being a qualified accountant (ACA/ACCA/CIMA) and your years of experience in similar roles. This will help establish your credibility and suitability for the Divisional Finance Director position.
Showcase Analytical Skills: Provide examples of how you've used analytical skills to interpret complex data and make informed decisions. This is crucial for the role, so be specific about the tools and methods you used to achieve positive outcomes.
How to prepare for a job interview at Aj Bell
✨Understand the Company and Its Vision
Before your interview, take the time to research AJ Bell thoroughly. Understand their mission, values, and recent developments in the financial services sector. This will help you align your answers with their strategic vision and demonstrate your genuine interest in the role.
✨Prepare for Strategic Questions
Given the focus on strategic planning in this role, be ready to discuss your experience in developing long-term strategies. Prepare examples of how you've identified opportunities and threats in previous roles, and how those insights led to successful outcomes.
✨Showcase Your Analytical Skills
As a Finance Director, you'll need exceptional analytical skills. Be prepared to discuss specific instances where you've interpreted complex data to inform decision-making. Use metrics and results to illustrate your impact on profitability and growth.
✨Emphasise Collaboration and Stakeholder Engagement
This role requires strong collaboration with various teams and stakeholders. Share examples of how you've successfully engaged with senior management and cross-functional teams in the past. Highlight your ability to build relationships and drive initiatives that align with organisational goals.
