Project Manager - Financial Planning

Posted 6 February by Exchange Street Financial Services

Are you a project manager with experience of managing change within a financial services organisation? Someone who has picked up a great deal of IT/technology knowledge along the way? Do you also have brilliant analytical skills, able to spot something in trends and MI that no one else can? And that rare quality of being able to translate those trends into something tangible that resonates with other people?

Then this award winning wealth management business wants to speak to you.

Focusing on processes and how technology can be used to promote operational efficiency, you will lead projects that improve the advice process. You will oversee how that vision is implemented, and this will include training others so that you get the necessary buy-in. Obviously to do this you not only need the right skills (an up to date understanding of technology, financial planning knowledge, project management experience) but also a strong character with the confidence to lead and present.

And in return? An interesting, ever-changing and challenging role. A dynamic employer that needs people brimming with ideas. And a market leading package, including a sizeable pension contribution and annual discretionary bonus alongside an attractive starting salary and a raft of company benefits, such as a sizeable car allowance and private medical cover.

If this is for you then speak to Leanne Reid at Exchange Street who will happily go into much more detail with you.

Required skills

  • Financial Planning
  • Project Management

Reference: 34406158

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