Chief Personal Finance & Strategy Lead in Bristol
Chief Personal Finance & Strategy Lead

Chief Personal Finance & Strategy Lead in Bristol

Bristol Full-Time 48000 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team to shape personal finance guidance and engage with clients.
  • Company: Leading investment platform based in Bristol with a focus on innovation.
  • Benefits: Hybrid working model, competitive salary, and various employment perks.
  • Why this job: Make a real difference in clients' financial futures while leading a passionate team.
  • Qualifications: Exceptional knowledge in financial planning and strong communication skills.
  • Other info: Opportunity for career growth in a dynamic and supportive environment.

The predicted salary is between 48000 - 72000 Β£ per year.

A leading investment platform in Bristol is seeking a Head of Personal Finance to shape its guidance on savings and retirement. The role involves leading a personal finance team, engaging with clients, and producing trusted financial insights.

Candidates should have:

  • Exceptional knowledge in financial planning
  • Excellent communication skills
  • Experience in client engagement

This full-time position offers a hybrid working model and various employment benefits.

Chief Personal Finance & Strategy Lead in Bristol employer: Hargreaves Lansdown plc

As a leading investment platform based in Bristol, we pride ourselves on fostering a dynamic work culture that values innovation and collaboration. Our employees enjoy a hybrid working model, competitive benefits, and ample opportunities for professional growth, making us an excellent employer for those passionate about personal finance and client engagement.
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Contact Detail:

Hargreaves Lansdown plc Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Chief Personal Finance & Strategy Lead in Bristol

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at that leading investment platform in Bristol.

✨Tip Number 2

Prepare for interviews by brushing up on your financial planning knowledge. Be ready to discuss your insights on savings and retirement strategies, as well as how you would lead a personal finance team. We want you to shine!

✨Tip Number 3

Showcase your communication skills! During interviews, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to engage with clients effectively, which is key for the role.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Chief Personal Finance & Strategy Lead in Bristol

Financial Planning
Client Engagement
Team Leadership
Communication Skills
Analytical Skills
Strategic Thinking
Problem-Solving Skills
Trust Building
Insight Generation

Some tips for your application 🫑

Show Your Passion for Personal Finance: When writing your application, let your enthusiasm for personal finance shine through. We want to see how your experience aligns with our mission to provide trusted financial insights and guidance.

Highlight Your Leadership Skills: As a Chief Personal Finance & Strategy Lead, you'll be leading a team. Make sure to showcase your leadership experience and how you've successfully engaged with clients in the past. We love seeing examples of teamwork and collaboration!

Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We appreciate candidates who take the extra step to connect their background with our needs.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Hargreaves Lansdown plc

✨Know Your Stuff

Make sure you brush up on your financial planning knowledge. Understand the latest trends in savings and retirement strategies, as well as the specific services offered by the investment platform. This will help you demonstrate your expertise and show that you're genuinely interested in the role.

✨Showcase Your Leadership Skills

As a Chief Personal Finance & Strategy Lead, you'll be leading a team. Prepare examples of how you've successfully managed teams in the past, focusing on your communication style and how you engage with clients. Highlight any initiatives you've led that improved client satisfaction or team performance.

✨Engage with Real Scenarios

Think about potential client scenarios you might encounter in this role. Be ready to discuss how you would approach these situations, providing trusted financial insights. This will showcase your problem-solving skills and ability to connect with clients on a personal level.

✨Ask Thoughtful Questions

Prepare some insightful questions to ask during the interview. This could include inquiries about the company's vision for personal finance guidance or how they measure success in client engagement. Asking thoughtful questions shows your enthusiasm for the role and helps you assess if the company is the right fit for you.

Chief Personal Finance & Strategy Lead in Bristol
Hargreaves Lansdown plc
Location: Bristol
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