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- Tasks: Lead financial planning and client service for a dynamic accounting firm.
- Company: A top independent chartered accounting firm in Poole.
- Benefits: Hybrid working options, competitive benefits, and a supportive culture.
- Why this job: Shape regional strategy and work with high-value clients in a collaborative environment.
- Qualifications: 2-3 years in finance, strong leadership, and business development skills.
- Other info: Great opportunity for career growth in a thriving firm.
The predicted salary is between 36000 - 60000 £ per year.
A leading independent chartered accounting firm in Poole is seeking a Regional Leader to oversee financial planning and client service. The role requires a strong leader with 2-3 years of experience in a financial environment, proven business development skills, and the ability to manage a portfolio of high-value clients.
You will drive the regional strategy, ensure compliance with regulations, and promote collaboration among teams. This position offers a supportive culture and hybrid working options alongside competitive benefits.
Regional Head of Financial Planning in Poole employer: PKF Francis Clark
Contact Detail:
PKF Francis Clark 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 sector and let them know you're on the hunt for a Regional Head of Financial Planning role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and client service, so you can showcase how your experience aligns with their needs. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to discuss your business development skills and how you've managed high-value clients in the past. We recommend rehearsing with a friend or in front of a mirror to boost your confidence.
✨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 Head of 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 financial planning roles you've held. We want to see how you can drive our regional strategy!
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 Head of Financial Planning role. Share specific examples of your business development successes and how you've managed high-value clients in the past.
Showcase Your Team Spirit: Since collaboration is key in this role, don’t forget to mention your experience working with teams. We love to see how you’ve fostered teamwork and compliance in previous positions, so let us know how you can bring that to StudySmarter!
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 supportive culture!
How to prepare for a job interview at PKF Francis Clark
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics relevant to financial planning. Understand the firm's portfolio and be prepared to share insights on how you can enhance their client service.
✨Showcase Leadership Skills
Prepare examples that highlight your leadership experience, especially in managing teams and driving strategy. Think about specific situations where you've successfully led a project or initiative in a financial environment.
✨Demonstrate Business Development Acumen
Be ready to discuss your approach to business development. Share past successes in acquiring high-value clients and how you plan to grow the firm's client base in the region.
✨Emphasise Collaboration
Since the role involves promoting teamwork, think of examples where you've fostered collaboration among teams. Highlight how you can contribute to a supportive culture while ensuring compliance with regulations.
