Head of Financial Management

1 month ago


Skipton, North Yorkshire, United Kingdom Skipton Building Society Full time
Head of Financial Management

We are seeking an experienced and skilled Head of Financial Management to join our team at Skipton Building Society. As a key member of our leadership team, you will be responsible for ensuring our financial advice proposition is competitive, provides value for money, and is accessible to the mass market.

Key Responsibilities:
  • Lead the development and implementation of our financial advice proposition, ensuring it meets the needs of our customers and is aligned with our business strategy.
  • Monitor and report on trends in the financial services industry, identifying opportunities for growth and improvement.
  • Collaborate with our marketing team to ensure our financial advice proposition is effectively communicated to our customers and stakeholders.
  • Develop and maintain relationships with key stakeholders, including senior leaders, customers, and industry partners.
  • Provide strategic guidance and support to our financial planning team, ensuring they have the resources and expertise needed to deliver excellent customer outcomes.
Requirements:
  • Deep technical knowledge of financial planning and investment management products, services, pricing, and value.
  • Experience in financial services proposition roles, ideally within the mass affluent management/advice sector.
  • Strong stakeholder management skills, with the ability to work effectively and build relationships with senior leaders.
  • Confident in delivering presentations, with advanced influencing skills, being seen as a trusted partner with a true understanding of our customers, teams, products, and business drivers and risks.
  • Ideal candidate will have advice qualifications (ideally Chartered Financial Planner).
  • Ability to work autonomously in building knowledge and keeping up to date with industry trends.
  • Strong people leadership experience, including successfully leading, motivating, and performance managing teams.
  • Ability to analyse and interpret complex data, legislation, and industry developments and present findings in a relevant understandable format.
  • Strong organisational skills and ability to designate resource appropriately to ensure potential risk areas are fully investigated and reported.
  • Ability to instruct, present, and analyse MI relevant to all aspects of Financial Advice.

In this role, you will be 'Certified' under the Financial Conduct Authority/Prudential Regulation Authority's Senior Managers and Certification Regime (SMCR). This means that we will need to complete some regulatory background checks on you before you take up your role and we will need to ask you some questions on an annual basis to make sure you remain 'fit and proper' to carry out your role. We will provide training on what holding a SMCR role means when you join us and annually thereafter.


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