Regional Leader; Financial Planning

In a nutshell

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.

• 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

• 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. Cash Calc 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