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Regional Head of Financial Planning

Job in Poole, Dorset County, BH15, England, UK
Listing for: PKF-Francis Clark Chartered accountants & business advisers
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial advisory firm in the UK is seeking a leader in financial planning to drive regional strategy and enhance client services. You will manage financial performance, develop client relationships, and ensure compliance with regulatory standards. The ideal candidate has 2-3 years of experience in a leadership role, holds the CII Level 6 diploma, and possesses strong business development skills.

Excellent proficiency in MS products and financial planning software will be vital in this role.
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