At a Glance
- Tasks: Lead the transformation of wealth advice strategies and build scalable plans.
- Company: Established UK wealth management firm with a focus on innovation.
- Benefits: Competitive day rate, hybrid work model, and potential for extended role.
- Other info: Initial six-month interim role with strong potential for extension.
- Why this job: Make a real impact in transforming financial advice delivery and strategy.
- Qualifications: Deep knowledge of wealth advice, hands-on modelling skills, and board-level presentation experience.
The predicted salary is between 70000 - 90000 £ per year.
An established UK wealth management and financial advice business is transforming how it delivers advice. They seek an interim commercial strategy lead to build a scalable plan and understand what it will really take to execute it.
The challenge
Our client has a substantial adviser population, a long-standing client base and a serious ambition: to move from a one-size-fits-all advice model to a segmented one, efficient and scalable at the lower end, genuinely differentiated at the higher end. There is a view of the destination. You will define the journey, its cost, understand how long the trough lasts, and what happens to advisers and clients through transformation. The exam question is how to build a model that scales and sustains revenue across the current client population and new client acquisition, whilst transforming the front-to-back-end channels and experience.
What you’ll do:
- Build an honest, bottom-up picture of the advice business as it is today, adviser productivity, book composition and value distribution, revenue and fully-loaded cost-to-serve by segment, real unit economics.
- Model the transition, not just the end state, book migration, adviser capability and attrition, recruitment, technology dependencies, and the cost profile through the change.
- Pressure-test the strategy through its own economics and surface the contradictions rather than model around them.
- Scenario-plan the downside with named break points, not shaded cells.
- Connect the commercials to the operating model, segmentation, remuneration design, servicing, technology, and support ratios.
- Put a case in front of the executive and the board that survives scrutiny and defend it yourself.
What you’ll bring:
- Deep advice and wealth content. You understand how an advice business makes money, adviser productivity, remuneration, its second-order effects, cost-to-serve, distribution, and acquisition.
- Modelling you do yourself. Swiss army knife-style hands-on build of strategy, hands-on keyboard to build the model yourself, no analysts, from a limited data quality environment, from a fortnight of good questions.
- A practitioner’s credibility. You have run or rebuilt this kind of business, not only advised on it. Maybe a strategy-consulting foundation followed by a real operating career in wealth or advice. Or your career was born in advice, and you’ve run businesses for different players in the space.
- Board-facing presence. You present and defend your own work at executive and board level.
- Intellectual honesty. You are prepared to conclude and prove that the plan needs re-framing and to land that in a way the organisation can hear.
The detail:
- Interim assignment, initial six months, with strong potential to extend into a broader remit if the first phase lands.
- Day rate. Rate competitive and reflective of the market for this profile.
- UK-based, hybrid, with meaningful onsite presence expected.
- Available now or shortly. This is a live requirement with executive sponsorship and board-level visibility.
- If you do not have a recent/broad background in wealth financial advice, please do not apply, as you will not be successful.
Interim Commercial Strategy Lead - Wealth & Advice Transformation in England employer: ZRG
ZRG is an exceptional employer that fosters a collaborative and innovative work culture, particularly for those in the dynamic field of ERP implementation. With a focus on employee growth and development, team members benefit from hands-on experience in finance transformation while working in a hybrid model that offers flexibility. Located in Hampshire, ZRG provides a supportive environment where your contributions directly impact the success of the organisation, making it a rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Interim Commercial Strategy Lead - Wealth & Advice Transformation in England
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at ZRG.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like ZRG looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Interim Commercial Strategy Lead - Wealth & Advice Transformation in England
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with ZRG and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at ZRG.
How to prepare for a job interview at ZRG
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
