Director of Financial Planning and Propositions

4 weeks ago


Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

About Us: At Schroders Recruitment, we're dedicated to empowering financial advisers with cutting-edge tools, services, and investment solutions to enhance their client propositions. With a focus on client service excellence and integrated technology, we're transforming the landscape of financial planning in the UK. Our team is passionate about delivering positive client outcomes and tangible financial advantages.

Key Responsibilities:

  • Work closely with Change teams and Benchmark Digital to implement clear value propositions.
  • Build relationships with stakeholders to inform business decisions.
  • Develop and implement financial planning strategies to drive business growth.

Requirements:

  • Degree or equivalent qualification, preferably in business.
  • Extensive experience in Financial Services, particularly Financial Planning / IFA and wrap/platform markets.
  • Solid background in proposition management with knowledge of financial planning principles.
  • Strong networking, interpersonal, and negotiation skills.
  • Proficiency in Microsoft Office and experience with IT CRM systems.
  • Valid UK driving license.


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