At a Glance
- Tasks: Support strategic success in Wealth Planning and collaborate on impactful business strategies.
- Company: TrinityBridge, a diverse and inclusive financial services firm.
- Benefits: Flexible work options, diverse culture, and opportunities for professional growth.
- Other info: Join a dynamic team with a focus on collaboration and innovation.
- Why this job: Make a real impact in a high-growth environment while developing your strategic skills.
- Qualifications: Experience in financial services, strong analytical skills, and excellent communication abilities.
The predicted salary is between 56700 - 69300 £ per year.
Overall Summary
Join Trinity Bridge Commercial Office Team where you will play a key role in supporting the strategic success of our Wealth Planning division.
Reporting to the Commercial Strategy Director, you will work in close partnership with the Head of Wealth Planning.
You will support the development and execution of Wealth Planning strategies that work towards the central Trinity Bridge business plan.
You will be responsible for supporting strategic planning, and aligning commercial analysis and performance reporting, with the specific focus on the Wealth Planning division.
We are open to candidates who are based in London, Birmingham, Northwich, Cheltenham or Chester.
Responsibilities
- Serve as a key strategic partner to the Head of Wealth Planning, providing insight, challenge, and support on all aspects of divisional strategy and operational performance.
- Collaborate with the Head of Wealth Planning to help shape the business plan, and ensure alignment with overall Trinity Bridge strategic objectives.
- Act as a conduit between the Head of Wealth Planning, Commercial Strategy Director, and other senior stakeholders, ensuring effective communication and delivery of strategic initiatives.
- Support the Head of Wealth Planning and Commercial Strategy Director in developing and executing the division’s short, medium, and long‑term strategy aligned to the strategy of Trinity Bridge, through provision of (a) Development and monitoring of meaningful MI metrics; (b) Understanding and analysis, where necessary, of client and operational metrics; (c) Provide performance insights, and relevant/agreed KPI reports, to inform strategic decision‑making and investment proposals; (d) Data reviews and analysis to support the development of strategies to increase revenues and margins, in line with the overall Trinity Bridge business plan; (e) Assessment of new business sources to support thinking and development of relevant business development strategies; (f) Market insights to support creation of business plans, propositional developments and client experience progression; (g) Collaboration with, but not limited to, Senior Finance Business Partner, Head of Wealth Planning, and wider Wealth Planning leadership; (h) As required, translate outputs from any strategy sessions into clear, actionable commercial initiatives; (i) Cost‑benefit analyses to support proposed initiatives and investment proposals.
- Work closely with Commercial Office colleagues with a particular focus on market intelligence and strategic insights, data analytics and client experience to ensure alignment across strategic initiatives, when partnering with the Head of Wealth Planning.
Qualifications
- Commercially astute, with a strong understanding of business dynamics and financial implications. Confident in manipulating, analysing, and interpreting data.
- Experience in a senior role within a high‑growth environment within financial services; experience within Asset Management is a bonus.
- Proactive, eager to improve efficiency, take initiative, and continuously learn.
- Confident, structured thinker, with robust communication skills, both verbal and written, able to distil complex concepts in an accessible way.
- A collaborative team member, adept at managing diverse requests, excelling in time and project management, and effectively delegating tasks within a team environment.
- Proficient in record‑keeping and reporting.
- Self‑driven, comfortable working independently with a strong bias towards action and the ability to get things done at pace and to a high standard.
- Technologically savvy, with solid proficiency in MS Office
Suite: Word, Excel (including advanced formulas), Power Point, Outlook skills, ideally with exposure to Microsoft 365 and its suite of power apps.
- Strong people‑orientation, able to establish and maintain business relationships and motivate cross‑functional teams.
Benefits
At Trinity Bridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box.
We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
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Strategic Planning Manager in Chester employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Strategic Planning Manager in Chester
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Strategic Planning Manager at TrinityBridge!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like TrinityBridge or be willing to refer you for that Strategic Planning Manager position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from TrinityBridge who’s on the lookout for their next Strategic Planning Manager star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Strategic Planning Manager role at TrinityBridge!
We think you need these skills to ace Strategic Planning Manager in Chester
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at TrinityBridge. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at TrinityBridge
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at TrinityBridge. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
