Strategic Planning Lead, Wealth Planning

TrinityBridge; Chester; On-site; GBP 60,000 - 90,000; Full time

Job summary

A financial services firm in Chester seeks a strategic partner for its Wealth Planning division. The role involves collaborating on the business plan and providing insights for performance. Candidates should have a strong commercial acumen, experience in financial services, and proficiency in data analysis. The position emphasizes teamwork, effective communication, and project management skills. The firm promotes inclusivity and flexible work options to ensure a balanced work-life experience.

Qualifications

• Strong understanding of business dynamics and financial implications.
• Experience in a senior role within financial services.
• Confident in manipulating and interpreting data.
• Robust communication skills, able to simplify complex concepts.
• Proactive and eager to improve efficiency and learn.
• Self-driven with a high standard of work.

Responsibilities

• Serve as a strategic partner to the Head of Wealth Planning.
• Collaborate on the business plan, ensuring alignment with objectives.
• Communicate and delivery strategic initiatives effectively.
• Support development and execution of short/long term strategies.
• Provide insights and analyses to inform decision-making.

Skills

Data analysis

Commercial understanding

Strategic planning

Communication skills

Project management

Team collaboration

MS Office proficiency

Job description

A financial services firm in Chester seeks a strategic partner for its Wealth Planning division. The role involves collaborating on the business plan and providing insights for performance. Candidates should have a strong commercial acumen, experience in financial services, and proficiency in data analysis. The position emphasizes teamwork, effective communication, and project management skills. The firm promotes inclusivity and flexible work options to ensure a balanced work-life experience.