At a Glance
- Tasks: Lead global financial planning and shape standards for client experiences across multiple regions.
- Company: Liberty Atlantic Advisors, a leader in international financial planning.
- Benefits: Competitive salary, leadership opportunities, and a dynamic work environment.
- Other info: Opportunity to collaborate across US, UK, and Europe in a fast-paced setting.
- Why this job: Make a significant impact on global financial strategies and team development.
- Qualifications: Extensive experience in financial planning and strong leadership skills.
The predicted salary is between 80000 - 120000 £ per year.
Liberty Atlantic Advisors is seeking a seasoned Head of Global Financial Planning in London to own and lead our international planning function.
You will serve as the US planning SME, shaping standards, processes, technology, and workflows to deliver high‑quality client experiences across US, UK, and Europe.
The role emphasizes leadership, team development, and cross‑border collaboration to scale our planning infrastructure globally.
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Global Head of Financial Planning (US/UK/EU) employer: Liberty Atlantic Advisors
Liberty Atlantic Advisors is an exceptional employer, offering a unique opportunity to lead and shape the global financial planning function within a growing international wealth management firm based in London. With a collaborative and professional work culture, employees benefit from exposure to diverse international markets, significant leadership influence, and ample opportunities for personal and professional growth. Join us to be part of a dynamic team that values innovation and excellence in client service.
StudySmarter Expert Advice🤫
We think this is how you could land Global Head of Financial Planning (US/UK/EU)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Global Head of Financial Planning (US/UK/EU)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Liberty Atlantic Advisors.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Liberty Atlantic Advisors's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Liberty Atlantic Advisors
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Liberty Atlantic Advisors.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Liberty Atlantic Advisors will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Liberty Atlantic Advisors employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
