{"id":48037,"date":"2025-10-15T08:29:44","date_gmt":"2025-10-15T08:29:44","guid":{"rendered":"https:\/\/www.brewermorris.com\/?p=48037"},"modified":"2025-10-15T08:30:33","modified_gmt":"2025-10-15T08:30:33","slug":"job-description-vs-client-briefing-call-why-both-matter-in-treasury-hiring","status":"publish","type":"post","link":"https:\/\/www.brewermorris.com\/de\/market-insight\/treasury\/job-description-vs-client-briefing-call-why-both-matter-in-treasury-hiring\/","title":{"rendered":"Job description vs client briefing call: why both matter in treasury hiring"},"content":{"rendered":"\n<div class=\"wp-block-columns alignwide post-content-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/via.placeholder.com\/2000x1200\" alt=\"\"\/><\/figure>\n\n\n\n<p>In the UK treasury jobs market, particularly across junior to mid-senior levels such as Treasury Analyst, Treasury Accountant, and <a href=\"https:\/\/www.brewermorris.com\/treasury-jobs\/\">Treasury Manager jobs<\/a>, the hiring journey often begins with a job description. But while the JD sets the stage, the real substance tends to emerge during the client briefing call.<\/p>\n\n\n\n<p>At <a href=\"https:\/\/www.brewermorris.com\/\">Brewer Morris<\/a>, we partner with hiring managers across markets like commerce and industry, financial services, real estate, and corporate finance, supporting roles within the finance function such as Financial Controller, Head of Treasury, and Treasury Manager. We know both sources of information are essential, yet they don\u2019t always tell the same story. For treasury professionals and jobseekers navigating their job search, understanding how these two inputs differ, and how they complement each other, can be the key to securing a competitive salary and the right cultural fit.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-job-description-a-starting-point-not-the-full-picture\">The job description: a starting point, not the full picture<\/h2>\n\n\n\n<p>Think of the JD as the formal outline. Usually written by HR or the hiring manager, it covers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reporting lines<\/li>\n\n\n\n<li>Core responsibilities<\/li>\n\n\n\n<li>Required experience and qualifications<\/li>\n\n\n\n<li>A glimpse into company culture<\/li>\n<\/ul>\n\n\n\n<p>It\u2019s structured, often standardised, and sometimes recycled from previous hiring rounds. While useful, it rarely captures the nuances of what the treasury function truly needs, whether that\u2019s cash management, liquidity, risk management, or treasury operations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-client-briefing-call-where-the-real-insight-lives\">The client briefing call: where the real insight lives<\/h2>\n\n\n\n<p>This is where we uncover the finer details. A live conversation with the hiring manager reveals:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The real priorities for the role<\/li>\n\n\n\n<li>Gaps in the current treasury team<\/li>\n\n\n\n<li>Personality traits that would thrive in the team<\/li>\n\n\n\n<li>Internal context, growth plans, challenges, and politics<\/li>\n\n\n\n<li>What\u2019s flexible vs what\u2019s non-negotiable<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-we-often-hear-things-like\">We often hear things like<\/h2>\n\n\n\n<p>\u201cWe\u2019ve listed five years\u2019 experience, but we\u2019d consider three if they\u2019ve worked in a fast-paced environment.\u201d<\/p>\n\n\n\n<p><br>\u201cThe JD mentions FX exposure, but what we really need is someone who can take ownership of cash flow forecasting from day one.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-both-matter\">Why both matter<\/h2>\n\n\n\n<p><strong>Structure and substance<\/strong><br>The JD provides a framework. The briefing call adds colour. Together, they allow us to position the role accurately and advise candidates effectively, whether it\u2019s a full-time, FTC, or on-site opportunity.<\/p>\n\n\n\n<p><strong>Assessing fit<\/strong><br>The JD helps candidates self-assess. The briefing call enables us to assess <em>true<\/em> fit, beyond the bullet points, and guide candidates on how to tailor their CVs and interview approach.<\/p>\n\n\n\n<p><strong>Managing expectations<\/strong><br>The JD sets baseline expectations. The briefing call helps us manage real-time ones\u2014timelines, urgency, and flexibility.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-where-they-can-conflict\">Where they can conflict<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Outdated JDs<\/strong>: Some haven\u2019t been updated in years and no longer reflect the team\u2019s current structure or business needs.<\/li>\n\n\n\n<li><strong>Misaligned priorities<\/strong>: The JD may focus on technical skills, while the manager is prioritising stakeholder engagement, adaptability, or decision making.<\/li>\n\n\n\n<li><strong>Generic language<\/strong>: JDs often lack specificity around deliverables and what success looks like in the role, especially in areas like financial planning, financial reporting, or treasury reporting.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-advice-for-candidates\">Advice for candidates<\/h2>\n\n\n\n<p>Whether you&#8217;re working with a recruiter or applying directly, curiosity is key.<\/p>\n\n\n\n<p><strong>Ask the right questions:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Are there flexibilities around the JD requirements?<\/li>\n\n\n\n<li>What did the hiring manager emphasise in the briefing call?<\/li>\n\n\n\n<li>What kind of personality or working style fits best with the team?<\/li>\n<\/ul>\n\n\n\n<p>Don\u2019t hesitate to reach out to the hiring recruitment consultant<a href=\"https:\/\/career-advice.jobs.ac.uk\/cv-and-cover-letter-advice\/cv-tips\/how-to-tailor-your-cv-to-job-roles-efficiently\/\">. A tailored CV and a short, thoughtful message that shows you understand the role beyond the JD<\/a> can make a real impact, especially in competitive markets like Treasury Analyst jobs, or Treasury Manager jobs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\">Final thoughts<\/h2>\n\n\n\n<p>In recruitment, the job description is the map. The client briefing call is the GPS.<\/p>\n\n\n\n<p>One shows the route. The other reveals the traffic, shortcuts, and the real destination.<\/p>\n\n\n\n<p>If you&#8217;re navigating the treasury career landscape, make sure you&#8217;re using both. And if you&#8217;re signed up to a job alert, remember: the successful candidate is often the one who understands not just the role, but the context behind it.<\/p>\n\n\n\n<p>For more insights, <a href=\"https:\/\/www.brewermorris.com\/report\/uk-treasury-salary-guide-and-market-report-2024-25\/\">download our latest salary guide<\/a> or speak to one of <a href=\"https:\/\/www.brewermorris.com\/consultant-location\/uk\/?_hd_person_specialism=treasury\">our consultants<\/a> about your next hire in treasury operations, risk management, or the wider finance function.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:25%\">\n\t<div class=\"hd-block hd-block-author\" id=\"block_002b1273c1fa183d83fa3cdc237fc699\">\n\n\t\t<div class=\"eyebrow-group\">\n\t\t\t<h3 class=\"hd-block-job__title is-style-eyebrow eyebrow-group__title\">Author<\/h3>\n\t\t<\/div>\n\n\t\t<div class=\"cards cards--people\">\n\n\t\t\t\n<div class=\"card 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srcset=\"https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2018\/01\/Stephanie.Granger-14299-6416-burtonphoto.co_.uk-sq-300x300.jpg 300w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2018\/01\/Stephanie.Granger-14299-6416-burtonphoto.co_.uk-sq-150x150.jpg 150w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2018\/01\/Stephanie.Granger-14299-6416-burtonphoto.co_.uk-sq-768x768.jpg 768w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2018\/01\/Stephanie.Granger-14299-6416-burtonphoto.co_.uk-sq.jpg 1000w\" \/><\/a>\t\t\t<\/figure>\n\n\t\t\t\t\t\t<div class=\"card__titles\">\n\t\t\t\t\t\t\t<h2 class=\"card__title\"><a href=\"https:\/\/www.brewermorris.com\/de\/consultants\/stephanie-grainger\/\">Stephanie Grainger<\/a><\/h2>\n\t\t\t\t\t\t\t\t<h3 class=\"card__subtitle\"><a href=\"https:\/\/www.brewermorris.com\/de\/consultants\/stephanie-grainger\/\">Associate Director<\/a><\/h3>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div 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news<\/a>\n\t\t\t\t\t<\/div>\t\n\t\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<div class=\"cards cards--posts\">\n\n\t\t\t\n<div class=\"card card--post post-54157 post type-post status-publish format-standard has-post-thumbnail hentry category-hiring-advice category-senior-finance category-uk hd_author-chris-stringer\" id=\"block_f20b5ffc216cf5601759150895c0b392-job-54157\">\n\n\t<a class=\"card__link\" href=\"https:\/\/www.brewermorris.com\/de\/hiring-advice\/how-private-equity-backed-businesses-structure-finance-teams-for-growth\/\">\n\n\t\t\n\t\t\t<div class=\"card__image-wrapper\">\n\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Smiley-man-using-laptop_shutterstock_2323696353-300x225.jpg\" class=\"card__image\" alt=\"\" sizes=\"(max-width: 481px) 100vw, (max-width: 599px) 50vw, (max-width: 1240px) 33vw, 370px\" srcset=\"https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Smiley-man-using-laptop_shutterstock_2323696353-300x225.jpg 300w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Smiley-man-using-laptop_shutterstock_2323696353-2048x1536.jpg 2048w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Smiley-man-using-laptop_shutterstock_2323696353-1024x768.jpg 1024w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Smiley-man-using-laptop_shutterstock_2323696353-768x576.jpg 768w\" \/>\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t<ul class=\"card__tags\">\n\n\t\t\t\t\t\t\t\t\t\t<li class=\"card__tag\"><\/li>\n\t\t\t\t\t\t\n\t\t\t<\/ul>\n\n\t\t\t\t\t\t<h3 class=\"card__title\">How private equity-backed businesses structure finance teams for growth<\/h3>\n\t\t\t\n\t\t<ul class=\"meta__list\">\n\n\t\t\t\t\t\t\t<li class=\"card__published-date meta__item\"><span class=\"meta__item-label\">Posted<\/span> <span class=\"meta__item-value\">Juni 24, 2026<\/span><\/li>\n\t\t\t\t\n\t\t<\/ul>\n\n\t\t\t\t\t<div class=\"card__content\">Contents Share Private equity-backed businesses don\u2019t have the luxury of getting their finance structure wrong. With a clear investment thesis, defined timelines and pressure to deliver return on investment, the finance team needs to help drive value creation from the outset. That\u2019s why we\u2019re seeing a clear shift in how PE-backed companies build their finance [&hellip;]<\/div>\n\t\t\t\n\t<\/a>\n\n<\/div>\n<div class=\"card card--post post-54109 post type-post status-publish format-standard has-post-thumbnail hentry category-europe category-hiring-advice category-netherlands category-senior-finance hd_author-michelle-ewing hd_author-michelleewing\" id=\"block_f20b5ffc216cf5601759150895c0b392-job-54109\">\n\n\t<a class=\"card__link\" href=\"https:\/\/www.brewermorris.com\/de\/hiring-advice\/finance-transformation-is-a-people-journey-not-a-technology-project\/\">\n\n\t\t\n\t\t\t<div class=\"card__image-wrapper\">\n\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Engaged-group-interacting-around-coffee-table_iStock-1065328992-300x225.jpg\" class=\"card__image\" alt=\"\" sizes=\"(max-width: 481px) 100vw, (max-width: 599px) 50vw, (max-width: 1240px) 33vw, 370px\" srcset=\"https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Engaged-group-interacting-around-coffee-table_iStock-1065328992-300x225.jpg 300w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Engaged-group-interacting-around-coffee-table_iStock-1065328992-2048x1536.jpg 2048w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Engaged-group-interacting-around-coffee-table_iStock-1065328992-1024x768.jpg 1024w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Engaged-group-interacting-around-coffee-table_iStock-1065328992-768x576.jpg 768w\" \/>\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t<ul class=\"card__tags\">\n\n\t\t\t\t\t\t\t\t\t\t<li class=\"card__tag\"><\/li>\n\t\t\t\t\t\t\n\t\t\t<\/ul>\n\n\t\t\t\t\t\t<h3 class=\"card__title\">Finance transformation is a people journey, not a technology project<\/h3>\n\t\t\t\n\t\t<ul class=\"meta__list\">\n\n\t\t\t\t\t\t\t<li class=\"card__published-date meta__item\"><span class=\"meta__item-label\">Posted<\/span> <span class=\"meta__item-value\">Juni 22, 2026<\/span><\/li>\n\t\t\t\t\n\t\t<\/ul>\n\n\t\t\t\t\t<div class=\"card__content\">Contents Share Across the Netherlands, organisations are investing heavily in finance transformation. From ERP upgrades and new financial systems to automation, machine learning and AI, the pace of digital transformation within the finance function continues to accelerate. Yet, despite this level of investment, many programmes fail to deliver the expected business outcomes. The issue isn\u2019t [&hellip;]<\/div>\n\t\t\t\n\t<\/a>\n\n<\/div>\n<div class=\"card card--post post-54025 post type-post status-publish format-standard has-post-thumbnail hentry category-career-advice category-tax category-uk hd_author-richard-williamson\" id=\"block_f20b5ffc216cf5601759150895c0b392-job-54025\">\n\n\t<a class=\"card__link\" href=\"https:\/\/www.brewermorris.com\/de\/career-advice\/tax-careers-in-startups-the-skills-that-set-you-apart-in-the-uk-market\/\">\n\n\t\t\n\t\t\t<div class=\"card__image-wrapper\">\n\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"225\" src=\"https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Man-writing-in-notepad-and-typing-on-keyboard-of-laptop_shutterstock_1593495850-300x225.jpg\" class=\"card__image\" alt=\"\" sizes=\"(max-width: 481px) 100vw, (max-width: 599px) 50vw, (max-width: 1240px) 33vw, 370px\" srcset=\"https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Man-writing-in-notepad-and-typing-on-keyboard-of-laptop_shutterstock_1593495850-300x225.jpg 300w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Man-writing-in-notepad-and-typing-on-keyboard-of-laptop_shutterstock_1593495850-2048x1536.jpg 2048w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Man-writing-in-notepad-and-typing-on-keyboard-of-laptop_shutterstock_1593495850-1024x768.jpg 1024w, https:\/\/www.brewermorris.com\/wp-content\/uploads\/sites\/4\/2026\/06\/Detail_Man-writing-in-notepad-and-typing-on-keyboard-of-laptop_shutterstock_1593495850-768x576.jpg 768w\" \/>\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t<ul class=\"card__tags\">\n\n\t\t\t\t\t\t\t\t\t\t<li class=\"card__tag\"><\/li>\n\t\t\t\t\t\t\n\t\t\t<\/ul>\n\n\t\t\t\t\t\t<h3 class=\"card__title\">Tax careers in startups: the skills that set you apart in the UK market<\/h3>\n\t\t\t\n\t\t<ul class=\"meta__list\">\n\n\t\t\t\t\t\t\t<li class=\"card__published-date meta__item\"><span class=\"meta__item-label\">Posted<\/span> <span class=\"meta__item-value\">Juni 19, 2026<\/span><\/li>\n\t\t\t\t\n\t\t<\/ul>\n\n\t\t\t\t\t<div class=\"card__content\">Contents Share The tech market across the UK is evolving quickly, and so is the nature of tax careers. Startups are scaling at pace, navigating a more complex tax system and bringing tax professionals into the business much earlier in their growth journey. For tax professionals, this creates a clear shift in expectations. Traditional experience [&hellip;]<\/div>\n\t\t\t\n\t<\/a>\n\n<\/div>\t\t\n\t\t<\/div>\n\n\t\t\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In the UK treasury jobs market, particularly across junior to mid-senior levels such as Treasury Analyst, Treasury Accountant, and Treasury Manager jobs, the hiring journey often begins with a job description. But while the JD sets the stage, the real substance tends to emerge during the client briefing call. At Brewer Morris, we partner with [&hellip;]<\/p>\n","protected":false},"author":723,"featured_media":44374,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-original.php","format":"standard","meta":{"_acf_changed":false,"_cn_metabox_post_checkbox_dont_send_once":false,"_cn_metabox_post_checkbox_dont_send_ever":false,"footnotes":""},"categories":[32,19],"tags":[],"hd_author":[],"class_list":["post-48037","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finding-talent","category-treasury"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.4 (Yoast SEO v25.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Job description vs client briefing call: why both matter in treasury hiring - Brewer Morris<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.brewermorris.com\/market-insight\/treasury\/job-description-vs-client-briefing-call-why-both-matter-in-treasury-hiring\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Job description vs client briefing call: why both matter in treasury hiring\" \/>\n<meta property=\"og:description\" content=\"In the UK treasury jobs market, particularly across junior to mid-senior levels such as Treasury Analyst, Treasury Accountant, and Treasury Manager jobs, the hiring journey often begins with a job description. But while the JD sets the stage, the real substance tends to emerge during the client briefing call. 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