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- Tasks: Lead a regional team in financial planning, ensuring top-notch client service and operational excellence.
- Company: Join a reputable firm focused on strategic growth and client relationships.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by driving strategy and fostering client relationships in a dynamic setting.
- Qualifications: 2-3 years in a leadership role with strong financial planning knowledge and client management skills.
- Other info: Embrace a culture of inclusion and continuous improvement while enhancing your career.
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 6 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 (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 Leader (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 opportunities. You never know who might have a lead or be able to refer you to someone looking for a Regional Leader.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and operational excellence, so you can showcase how your experience aligns with their goals. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to explain how your leadership style and strategic vision can drive regional performance. Highlight your experience with high-value clients and how you’ve fostered collaboration in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Regional Leader (Financial Planning) in Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership experience and any relevant qualifications, like your CII Level 6 Advanced Diploma in Financial Planning. We want to see how you align with our values and the role!
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 Regional Leader role. Share specific examples of how you've driven performance and built client relationships in the past. We love a good story that showcases your skills!
Showcase Your Technical Skills: Since this role involves financial planning software and MS products, make sure to mention your proficiency in these areas. If you've used tools like CashCalc or Intelliflo, let us know! We appreciate candidates who are tech-savvy and can hit the ground running.
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. Plus, it shows us you're keen on joining the StudySmarter team. We can't wait to see what you bring to the table!
How to prepare for a job interview at Pkf-Francis Clark Chartered Accountants & Business Advisers
✨Know Your Numbers
As a Regional Leader in Financial Planning, you’ll need to demonstrate your grasp of financial performance metrics. Brush up on key figures related to fee income budgeting and net asset growth targets. Be ready to discuss how you've managed these in the past and how you plan to drive performance in this role.
✨Showcase Your Leadership Style
This role requires strong leadership skills, so think about your approach to managing teams. Prepare examples of how you've fostered collaboration and accountability among Financial Planners and Paraplanners. Highlight any initiatives you've led that resulted in continuous improvement or enhanced client service.
✨Demonstrate Client Relationship Skills
You’ll be acting as a trusted advisor, so come prepared with stories that showcase your ability to build and maintain high-value client relationships. Discuss specific strategies you've used to retain clients and secure new business, emphasising your client-first mindset.
✨Be Ready for Compliance Questions
With thorough knowledge of FCA regulations being crucial, expect questions around compliance and regulatory requirements. Brush up on relevant policies and be prepared to discuss how you've ensured adherence in previous roles. This will show your commitment to operational excellence and risk management.
