Director of Financial Planning – Growth & Client Strategy (Hybrid)
Director of Financial Planning – Growth & Client Strategy (Hybrid)

Director of Financial Planning – Growth & Client Strategy (Hybrid)

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

  • Tasks: Build client relationships and execute strategic business plans in a dynamic financial environment.
  • Company: Leading financial services provider in the UK with a focus on growth and client strategy.
  • Benefits: Competitive salary, hybrid working model, private medical insurance, and professional development opportunities.
  • Why this job: Join a forward-thinking team and make a significant impact in financial planning.
  • Qualifications: Relevant qualification with strong communication and business development skills.
  • Other info: Exciting career growth potential in a supportive and innovative workplace.

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

A leading financial services provider in the United Kingdom is seeking a Director of Financial Planning to join their Southampton team. This role involves building and maintaining client relationships, executing business plans, and collaborating with investment management teams.

Ideal candidates will hold a relevant qualification and possess strong communication and business development skills.

The position offers a competitive salary along with a hybrid working model, private medical insurance, and opportunities for professional development.

Director of Financial Planning – Growth & Client Strategy (Hybrid) employer: S&W

As a leading financial services provider in the UK, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and well-being. Our Southampton team benefits from a hybrid working model, competitive salary, and comprehensive private medical insurance, alongside ample opportunities for professional development, making us an excellent employer for those seeking a meaningful career in financial planning.
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Contact Detail:

S&W Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Director of Financial Planning – Growth & Client Strategy (Hybrid)

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Director of Financial Planning role.

Tip Number 2

Prepare for those interviews by researching the company inside out. Understand their client strategy and how they execute business plans. This will help us stand out as candidates who are genuinely interested and knowledgeable about the role.

Tip Number 3

Showcase your communication skills! During interviews, be clear and concise when discussing your experience in building client relationships. We want to demonstrate that we can effectively collaborate with investment management teams.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive roles listed there that you won’t find anywhere else.

We think you need these skills to ace Director of Financial Planning – Growth & Client Strategy (Hybrid)

Client Relationship Management
Business Development
Communication Skills
Financial Planning
Investment Management Collaboration
Strategic Planning
Analytical Skills
Relevant Qualification

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Director of Financial Planning role. Highlight your relevant qualifications and experience in financial planning, client relationship management, and business development. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've successfully executed business plans or built client relationships in the past. We love a good story!

Showcase Your Communication Skills: Strong communication skills are key for this position. In your application, make sure to demonstrate your ability to convey complex information clearly and effectively. We’re looking for someone who can connect with clients and collaborate with teams effortlessly.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!

How to prepare for a job interview at S&W

Know Your Numbers

As a Director of Financial Planning, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive growth and client strategy in previous roles.

Showcase Your Client Relationship Skills

This role is all about building and maintaining client relationships. Prepare examples of how you've successfully managed client expectations and fostered long-term partnerships. Be specific about the strategies you employed.

Collaborate Like a Pro

Collaboration with investment management teams is crucial. Think of instances where you've worked cross-functionally to achieve business goals. Highlight your ability to communicate effectively and align different teams towards a common objective.

Ask Insightful Questions

Interviews are a two-way street. Prepare thoughtful questions that show your interest in the company's growth plans and how you can contribute. This not only demonstrates your enthusiasm but also helps you gauge if the company aligns with your career aspirations.

Director of Financial Planning – Growth & Client Strategy (Hybrid)
S&W
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  • Director of Financial Planning – Growth & Client Strategy (Hybrid)

    Full-Time
    48000 - 72000 £ / year (est.)
  • S

    S&W

    50-100
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