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, or Cheltenham as well as 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: + Development and monitoring of meaningful MI metrics
+ Understanding and analysis, where necessary, of client and operational metrics
+ Provide performance insights, and relevant/agreed KPI reports, to inform strategic decision-making and investment proposals
+ Data reviews and analysis, to support the development of strategies to increase revenues and margins, in line with the overall TrinityBridge business plan
+ Assessment of new business sources, to support thinking and development of relevant business development strategies
+ Market insights, to support creation of business plans, propositional developments and client experience progression
+ Collaboration with, but not limited to, Senior Finance Business Partner, Head of Wealth Planning, and wider Wealth Planning leadership (as agreed with Head of Wealth Planning)
+ As required, translate outputs from any strategy sessions into clear, actionable commercial initiatives
+ 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.

WE WOULD LOVE TO HEAR FROM YOU IF:

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, particularly in Asset Management. 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.


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.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.


We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.


We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.


Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.


We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.


We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.


We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.