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. 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 advis e rs 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 th is 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 33 rd in The Sunday Times Top 100 Apprenticeship Employers 2025. While w e’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 Health & Wellbeing benefits: • Option to buy 5 extra days holiday* • Counselling and support for you and your immediate family • Virtual GP for you and your immediate family • Cycle to work* Other benefits: • Medicash Extras providing you with shopping and gym discounts • Gifts for career and family milestones • One volunteering day per year to support local organisations • Emergency funding from the Francis Clark Charitable Foundation Please note * These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.