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- Tasks: Lead a regional team to deliver top-notch financial advice and client service.
- Company: Join a respected firm focused on operational excellence and client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for growth in a dynamic and inclusive workplace.
- Why this job: Make a real impact by driving strategy and fostering client relationships.
- Qualifications: 2-3 years in a leadership role with strong financial planning knowledge.
The predicted salary is between 36000 - 60000 £ per year.
Reporting to the Head of Financial Planning, providing leadership, strategic guidance and technical oversight of the regional team to ensure the highest quality advice, client service and operational excellence.
What you'll be doing day to day:
- Drive regional strategy and performance by working closely with the Head of Financial Planning to align with the overall FCFP business plan.
- Manage regional financial performance, including fee income budgeting, performance management, and achieving net asset growth targets.
- Lead internal and external business development activities to strengthen stakeholder relationships and maximise referrals.
- Maintain and grow client relationships by acting as a trusted advisor, retaining clients, and securing new high-quality work.
- Ensure adherence to FCFP policies, controls, and all regulatory and compliance requirements within the region.
- Provide leadership for Financial Planners, Paraplanners, and Client Executives, fostering collaboration, accountability, and continuous improvement.
- Influence strategic decisions on pricing strategies, cost optimisation, operational planning, and digital transformation initiatives.
- Promote inclusion and diversity through respect, fairness, and transparency in all interactions with colleagues, clients, and communities.
- Represent the firm externally and internally to uphold high standards of service and communication, enhancing brand and reputation.
About you:
- Ideally, 2-3 years’ experience in a leadership role within an IFA firm or similar professional services environment.
- CII Level 7 Advanced Diploma in Financial Planning (or equivalent).
- Thorough knowledge of FCA regulations and compliance.
- Proven experience in building and handling a portfolio of high value clients.
- Proficiency in a variety of MS products (especially Excel, PowerPoint, and Word) as well as financial planning software (e.g. CashCalc or similar) and CRM systems (e.g. Intelliflo or similar).
- A strong collaborator with a client-first mindset.
- Strong networking and business development skills and proven skills in building commercial internal and external business development.
- A proactive approach to work demonstrating initiative and problem-solving skills.
- A strong attention to detail and ownership for the delivery of high-quality work.
- Ability to communicate effectively and professionally, both written and orally, with financial and non-financial individuals.
- Ability to build relationships and interact with a wide range of clients, internal stakeholders and external contacts.
- Excellent organisational, prioritisation and time management skills as well as ability to manage multiple tasks.
- Proven ability to identify and drive change.
- Confidence in handling sensitive information in a discrete and confidential manner.
Regional Leader 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 Leader in Poole
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Regional Leader role.
✨Tip Number 2
Show off your leadership skills! When you get the chance to chat with potential employers, share specific examples of how you've led teams or projects. Highlight your ability to drive performance and foster collaboration – it’s what they’re looking for!
✨Tip Number 3
Be the trusted advisor! During interviews, focus on how you’ve built and maintained strong client relationships. Talk about your approach to client service and how you ensure high-quality advice – this will resonate with hiring managers.
✨Tip Number 4
Don’t forget to apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to see your enthusiasm for the role right from the start.
We think you need these skills to ace Regional Leader in Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Regional Leader role. Highlight your leadership experience and any relevant achievements in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Client Relationships: Since maintaining and growing client relationships is key, share examples of how you've successfully managed high-value clients in the past. We love to see how you’ve acted as a trusted advisor!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Pkf-Francis Clark Chartered Accountants & Business Advisers
✨Know Your Numbers
As a Regional Leader, you'll need to manage financial performance. Brush up on your budgeting and net asset growth strategies. Be ready to discuss how you've successfully driven financial performance in previous roles.
✨Showcase Your Leadership Style
You'll be leading a team of Financial Planners and Client Executives, so it's crucial to articulate your leadership approach. Prepare examples of how you've fostered collaboration and accountability in past positions.
✨Demonstrate Client Relationship Skills
Since maintaining and growing client relationships is key, think of specific instances where you've acted as a trusted advisor. Highlight your experience in securing new high-quality work and retaining clients.
✨Be Ready for Compliance Questions
With thorough knowledge of FCA regulations being essential, expect questions around compliance and regulatory requirements. Brush up on relevant policies and be prepared to discuss how you've ensured adherence in your previous roles.