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First Direct - Strategy and Planning Manager

🏢 HSBC 📍 Leeds, England 💼 Company - Public
Currency:
£42,000 - £65,000
£3,500 - £5,417 / mo
Verified Corporate Employer (Authorized Corporate Employer)

This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.

Transatlantic Cost of Living & Purchasing Power Benchmark

Verified Analytics
Location Base
Leeds, England
Tier-1 UK Economic Zone
Est. Take-Home Pay
68% - 74% (After PAYE & NI)
Single tax filer baseline
Transatlantic Parity
1.0 GBP ≈ $1.28 USD Living Standard
Direct corporate benchmark

Position Overview & Specifications

Strategy and Planning Manager

The Banking & Proposition Team is at the heart of first direct, bringing together the needs of first direct customers with the banks strategy, proposition, products and the commercial returns that the bank is aiming to achieve.

We’re looking for a Strategy and Planning manager to join our team to help develop and execute fd’s strategy and commercial plan
first direct disrupted what banking looked like, bringing you a revolutionary branchless bank experience so you could bank from home anytime you wanted, 24 hours a day. We have continued to innovate ever since and kept our top position in best customer service award.

As a Strategy and Planning Manager, you’ll work closely with fd Banking and Proposition team and wider fd business areas such as digital, operations, technology, etc. to develop and execute fd strategy (aka challenge the challenger). You’ ll collaborate closely with fd finance and wider HSBC UK team in developing proposition business case, trading plan and in tracking and reporting.

This role is a hybrid position requiring to be in office once a week in Leeds or London.

Objectives:
  • Support in the strategy planning and execution activities (e.g. FRP, strategy review, etc.)
  • Collaborate with stakeholders on strategic deep dive projects to drive insights from trading, financials and customer data
  • Help develop business case (including commercials) for fd’s new propositions by collaborating with wider fd and HSBC team
  • Ensure proper and timely consideration of market, industry and competitor analysis to support planning and performance management activities
  • Support running First Direct performance and engagement governance forums and in improving its quality and impact

Requirements
Requirements:
  • Strong strategic development and problem-solving skills and well developed analytical skills
  • Strong interpersonal and written communications skills with ability to influence senior stakeholders
  • Ability to work both independently and collaboratively in a team environment
  • Excellent proficiency in MS Office Suite (e.g., PowerPoint, Excel, Access etc), and ability to independently source, extract and analyse market data from primary and secondary sources
  • Good experience in developing product / proposition business cases and commercial models (excellent commercial / financial modelling skills is important)
  • Strategy consulting experience, is an advantage, gained at one of the leading global consultancies, together with industry knowledge of the Banking & Finance sectors


You’ll achieve more when you join HSBC.

At HSBC we look to enable our employees to better balance their work / life priorities and have the flexibility required to meet challenging needs as they progress through different life stages. Where possible we will consider the following flexible working options: part-time working, job sharing, term-time working, and working from home and staggered hours. If in considering a role with HSBC you have a need for some flexibility in your working arrangements please discuss this with the recruitment team in the early stages of the application process.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 2078328500.

You can find out more about the recruitment journey and what to expect by viewing our Recruitment Process FAQs in HR Direct and by clicking here (only available via internal access).



Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.”

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Candidate Selection & Onboarding Process

1

Application & Resume Screening

Submit your tailored CV/Resume directly to the talent acquisition portal.

2

Technical & Competency Interviews

Virtual interviews with the hiring manager and multidisciplinary team.

3

Formal Offer & Benefits Negotiation

Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.

4

Onboarding & Corporate Integration

Equipment provisioning, team orientation, and commencement of duties.

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Hiring Organization
HSBC

Apply for this Position

Location: Leeds, England
Eligibility: Verified Employer Direct Placement
Schedule: Company - Public
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