Divisional Finance Director

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., 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.

Financial Planning:

• 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.

• 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.

• 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

• Bike loan scheme

• Sick pay+ pledge

• Enhanced maternity, paternity, and shared parental leave

• Discounted nursery fees at Kids Planet on Exchange Quay

• Loans for travel season tickets

• Death in service scheme

• Paid time off for volunteer work

• 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

• Professional qualification support

• Talent development programmes

• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off

• Monthly leadership breakfasts and lunches

Hybrid working

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.