Financial Service Planner

Financial Service Planner

Full-Time 44100 - 53900 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive operational excellence in Financial Services through innovative strategies and techniques.
  • Company: Join a leading consultancy with a diverse team of experts.
  • Benefits: Enjoy hybrid working, competitive salary, generous leave, and health perks.
  • Other info: Embrace a culture of inclusion and personal growth opportunities.
  • Why this job: Make a real impact by solving complex challenges in the financial sector.
  • Qualifications: Experience in financial services and operational improvement is essential.

The predicted salary is between 44100 - 53900 £ per year.

As strategies, technologies, and innovation collide, we create opportunity from complexity. Our teams of interdisciplinary experts combine innovative thinking and breakthrough technologies to progress further, faster. We are over 4,000 strategists, innovators, designers, consultants, digital experts, scientists, engineers, and technologists with deep expertise in various sectors.

Hybrid working - our approach is to be in the office or on client site a minimum of 2 days per week. However, the actual time you spend and where you spend it will vary by role or assignment, including up to 5 days per week on a client site. This role is based at our London Victoria office.

Are you keen to work to build improvement capability and operations excellence? This role will primarily be focussed on our Financial Services Sector, specifically our Banking and Wealth and Asset Management Portfolio of clients. Our primary areas of focus are:

  • Operational effectiveness and efficiency through Lean and Six Sigma techniques
  • Process optimisation
  • Service design
  • Change and implementation management
  • Training development and delivery

We are seeking a talented individual with Financial Services cost optimisation and operational improvement experience:

  • Core experience of delivering operational improvement across front, middle and back office service areas
  • Proven experience of leading assignment workstreams, assignments and teams
  • Core experience of working and delivering similar projects ideally within the Financial Services sector
  • A track record of realising business benefits and outcomes
  • Experience deploying advanced techniques such as digital technologies, cost improvement, and change management
  • The ability to demonstrate leadership skills in large and diverse project teams
  • Confidence to work across multiple levels of an organisation, with the ability to influence senior stakeholders and navigate challenging discussions
  • An aptitude for delivering creative as well as innovative solutions

The ideal candidate will also have:

  • An interest in developing new business
  • Ability to work independently, developing excellent relationships with stakeholders internally and externally
  • Excellent interpersonal and team working skills
  • A drive for personal and professional progression
  • Prior consulting experience with a large consultancy firm or internal consultancy function would be highly desirable
  • Lean Green or Black Belt certified desirable

Facilitating workshops, providing compelling, evidence-based insights and helping to manage complex and senior stakeholders is expected. Our Operations and Improvement consultants are expected to be hands-on, working together with our clients to bring energy, direction and expertise in solving operational and supply chain challenges.

In addition to the formal benefits set out below, we are passionate about the personal and career development of our consultants. Our team is committed to providing the opportunities, support, training and coaching required at all levels to ensure our consultants can achieve their potential.

Please be aware that some of our UK roles at PA Consulting require a UK security clearance. We therefore ask that you only apply if you meet the residency requirements (i.e. you are a British citizen or have been resident in the UK for the past 5 years), as this is the prerequisite for a security clearance.

We're focused on building a workplace that values human difference and diverse mindsets, and a culture of inclusion and equality that unlocks the potential in our people so everyone can be their best self. We are dedicated to supporting the physical, emotional, social and financial well-being of our people.

Health and lifestyle perks accompanying private healthcare, 25 days annual leave (plus a bonus half day on Christmas Eve) with the opportunity to buy 5 additional days, generous company pension scheme, opportunity to get involved with community and charity-based initiatives, annual performance-based bonus, PA share ownership, tax efficient benefits (cycle to work, give as you earn).

We're committed to advancing equality. We recruit, retain, reward and develop our people based solely on their abilities and contributions.

Adjustments or accommodations - Should you need any adjustments or accommodations to the recruitment process, at either application or interview, please contact us on recruitmentenquiries@paconsulting.

Financial Service Planner employer: PA Consulting

At PA Consulting, we pride ourselves on being an excellent employer that fosters a collaborative and innovative work culture. As a Data Architect, you will have the opportunity to lead transformative projects in a hybrid working environment, allowing for flexibility while engaging with clients and colleagues. We are committed to your professional growth, offering continuous learning opportunities and the chance to work on cutting-edge AI-driven data solutions that make a real impact.

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Contact Details:

PA Consulting Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Service Planner

Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like PA Consulting. You never know who might be your next boss or a crucial contact!

Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from PA Consulting.

Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like PA Consulting. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Financial Service Planner

Financial Services Cost Optimisation
Operational Improvement
Lean Techniques
Six Sigma
Process Optimisation
Service Design
Change Management

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in PA Consulting and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show PA Consulting how you can be a team player!

How to prepare for a job interview at PA Consulting

Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with PA Consulting.

Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

Connect with Company Goals

Familiarise yourself with PA Consulting's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!