Strategic Planning Manager

TrinityBridge; Chester; Hybrid; 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

Tools

MS Office Suite

Job description

Overall Summary

Join TrinityBridge 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 TrinityBridge 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 TrinityBridge 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 TrinityBridge, 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 TrinityBridge 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), PowerPoint, 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 TrinityBridge 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.