Divisional Finance Director

Summary

Join AJ Bell as their Finance Director for the Advised Division and play a pivotal role in driving strategic planning, commercial management, and long-term growth. You will work closely with senior management to develop and deliver the division's strategic vision, ensuring alignment with Consumer Duty principles. Key responsibilities include leading strategic planning, overseeing financial planning and budgeting, and managing commercial aspects. The ideal candidate is a qualified accountant with at least 10 years of experience in strategic planning within financial services, possessing strong analytical and collaboration skills. AJ Bell offers a competitive salary, comprehensive benefits package, and a hybrid working model.

Requirements

• Qualified accountant (ACA/ACCA/CIMA)
• A minimum of 10 years’ experience in strategic planning, corporate strategy, or a similar role within financial services
• Deep understanding of the platform and advised markets and their competitive dynamics
• Exceptional analytical skills with the ability to interpret complex data and provide actionable insights
• Proven ability to develop and execute long-term strategic plans, ensuring alignment with organisational goals
• Commercial acumen with experience in pricing, profitability, and contract management
• Strong collaboration and stakeholder management skills, with experience engaging at the Board and Executive level

Responsibilities

• Lead the development of long-term strategic plans, aligning initiatives with AJ Bell’s corporate objectives
• Identify opportunities and threats in the advised market to drive proactive decision-making
• Present strategy proposals and progress updates to the Executive Committee and Board
• Oversee the annual business planning, forecasting, and budgeting processes for the advised business unit
• Provide data-driven insights to inform decision-making and monitor short-term plan execution
• Evaluate pricing strategies and strategic partnerships to enhance revenue streams
• Drive initiatives to improve profitability while maintaining customer value and outcomes
• Act as a trusted partner to the Advised Managing Director and Product Director, ensuring alignment of goals
• Collaborate with cross-functional teams to execute initiatives seamlessly

Benefits

• Competitive starting salary depending on experience
• Starting holiday entitlement of 29 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 8%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by SimplyHealth
• Private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Parking at Exchange Quay (subject to availability)
• Ongoing technical training
• Professional qualification support
• Talent development programmes
• Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Hybrid working