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

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

England Full-Time 48000 - 72000 £ / year (est.) Home office (partial)
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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 innovation.
  • 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 and client strategy.
  • Qualifications: Relevant qualification and strong communication and business development skills.
  • Other info: Exciting career growth potential in a supportive and collaborative 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) in England employer: S&W

As a leading financial services provider, we pride ourselves on fostering a dynamic and inclusive work culture in Southampton that prioritises employee growth and development. Our hybrid working model offers flexibility, while our commitment to professional advancement ensures that you will have the resources and support needed to thrive in your career. With competitive benefits such as private medical insurance, we strive to create a rewarding environment for our team members.
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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) in England

Tip Number 1

Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give us the inside scoop on the company culture and even lead to referrals.

Tip Number 2

Prepare for the interview by researching the company’s recent projects and achievements. This shows we’re genuinely interested and helps us tailor our answers to align with their goals.

Tip Number 3

Practice common interview questions, especially those related to client relationship management and business development. We want to showcase our skills confidently and clearly.

Tip Number 4

Don’t forget to follow up after the interview! A simple thank-you email can keep us fresh in their minds and show our enthusiasm for the role. Plus, it’s a great chance to reiterate why we’re the perfect fit.

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

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 reflects the skills and experiences that align with the Director of Financial Planning role. Highlight your qualifications and any relevant achievements in financial planning and client strategy.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've built client relationships and executed successful business plans in the past.

Showcase Your Communication Skills: Since strong communication is key for this position, make sure your application showcases your ability to convey complex ideas clearly. Use concise language and a professional tone throughout your written materials.

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!

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 Relationship-Building Skills

This role is all about client relationships. Prepare examples of how you've successfully built and maintained client connections in the past. Highlight your communication skills and any strategies you've implemented to enhance client satisfaction.

Understand the Business Landscape

Familiarise yourself with the current trends in the financial services sector, especially those affecting growth and client strategy. Being able to discuss these trends will show that you're not just knowledgeable but also proactive about the industry.

Prepare for Collaboration Questions

Since this position involves working closely with investment management teams, think of examples where you've successfully collaborated across departments. Be ready to discuss how you approach teamwork and resolve conflicts to achieve common goals.

Director of Financial Planning – Growth & Client Strategy (Hybrid) in England
S&W
Location: England
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  • Director of Financial Planning – Growth & Client Strategy (Hybrid) in England

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

    S&W

    50-100
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