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- Tasks: Lead financial planning strategies and enhance client services across the region.
- Company: A top-tier financial advisory firm in the UK.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Shape the future of financial planning while building strong client relationships.
- Qualifications: 2-3 years in a leadership role with CII Level 6 diploma required.
- Other info: Join a forward-thinking team with opportunities for growth and impact.
The predicted salary is between 43200 - 72000 £ per year.
A leading financial advisory firm in the UK is seeking a leader in financial planning to drive regional strategy and enhance client services. You will manage financial performance, develop client relationships, and ensure compliance with regulatory standards.
The ideal candidate has 2-3 years of experience in a leadership role, holds the CII Level 6 diploma, and possesses strong business development skills. Excellent proficiency in MS products and financial planning software will be vital in this role.
Regional Head of Financial Planning in Poole employer: Pkf-Francis Clark Chartered Accountants & Business Advisers
Contact Detail:
Pkf-Francis Clark Chartered Accountants & Business Advisers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Head of Financial Planning in Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its regional strategy. Show them you’re not just another candidate; demonstrate how your experience aligns with their goals and how you can enhance client services.
✨Tip Number 3
Practice your pitch! Be ready to discuss your leadership experience and how you've driven financial performance in previous roles. Confidence is key, so rehearse until you feel like a superstar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Let’s get you that dream job!
We think you need these skills to ace Regional Head of Financial Planning in Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your leadership experience and any relevant qualifications, like the CII Level 6 diploma, to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you can drive our regional strategy. Share examples of how you've developed client relationships and enhanced services in previous roles.
Showcase Your Tech Skills: Since proficiency in MS products and financial planning software is key, don’t forget to mention your experience with these tools. We want to see how you’ve used technology to improve financial performance or client service in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Pkf-Francis Clark Chartered Accountants & Business Advisers
✨Know Your Numbers
As a candidate for the Regional Head of Financial Planning, it's crucial to be well-versed in financial metrics and performance indicators. Brush up on key financial concepts and be ready to discuss how you've driven financial performance in previous roles.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership experience, especially in financial planning. Think about times when you successfully managed a team or project, and be ready to explain how you fostered collaboration and achieved results.
✨Client Relationship Mastery
Since developing client relationships is a key part of this role, come prepared with stories that demonstrate your ability to build and maintain strong client connections. Discuss specific strategies you've used to enhance client services and satisfaction.
✨Tech Savvy is Key
Make sure you're comfortable discussing your proficiency in MS products and any financial planning software you've used. Be ready to explain how these tools have helped you streamline processes or improve client outcomes in your past roles.
