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- Tasks: Lead a regional team in financial planning, driving strategy and client relationships.
- Company: Join PKF Francis Clark, the largest independent chartered accountants in South West England.
- Benefits: Enjoy flexible hybrid working, competitive salary, and comprehensive health benefits.
- Why this job: Make a real impact in a supportive culture while developing your career.
- Qualifications: 2-3 years leadership experience in financial services and strong client management skills.
- Other info: Recognised as a Great Place to Work with excellent career growth opportunities.
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.
Why work at PKF Francis Clark:
As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a breadth of opportunities to develop your career in the way that’s right for you. Established in 1919, we’ve grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we’re big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture. We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes a flexible approach to hybrid working. And our focus on wellbeing and learning and development has been recognised nationally. For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list. We’re also in the UK’s top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services. All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey. The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025. While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries.
Your core benefits:
- Financial benefits: Pension.
- Group life assurance - up to four times your core salary.
- Group income protection.
- Health cash plan to help cover the costs of everyday healthcare.
Regional Leader (Financial Planning) employer: PKF Francis Clark
Contact Detail:
PKF Francis Clark Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Leader (Financial Planning)
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that Regional Leader role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your leadership experience and how you've driven performance in previous roles. We want to see that client-first mindset in action!
✨Tip Number 3
Be proactive! If you hear about a job opening, don’t just wait for the application process to start. Reach out directly to the hiring manager or team to express your interest. It shows initiative and can set you apart from the crowd.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the time to engage with us directly. Let’s make it happen together!
We think you need these skills to ace Regional Leader (Financial Planning)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in leadership roles and financial planning. We want to see how your skills align with the job description, so don’t hold back on showcasing your achievements!
Showcase Your Client Relationships: Since maintaining and growing client relationships is key for this role, share specific examples of how you've successfully managed high-value clients. We love to see a client-first mindset in action!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read through your qualifications and experiences. Remember, we appreciate attention to detail!
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 you’re keen to join our team!
How to prepare for a job interview at PKF Francis Clark
✨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 like 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.
✨Client Relationships Matter
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, as well as how you’ve navigated sensitive situations with discretion.
✨Be Ready for Compliance Questions
Given the importance of FCA regulations and compliance in this role, brush up on relevant policies. Be prepared to discuss how you've ensured adherence to compliance requirements in your previous roles and how you would uphold these standards within the region.