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
1. Drive regional strategy and performance by working closely with the Head of Financial Planning to align with the overall FCFP business plan
2. Manage regional financial performance, including fee income budgeting, performance management, and achieving net asset growth targets
3. Lead internal and external business development activities to strengthen stakeholder relationships and maximise referrals
4. Maintain and grow client relationships by acting as a trusted advisor, retaining clients, and securing new high-quality work
5. Ensure adherence to FCFP policies, controls, and all regulatory and compliance requirements within the region
6. Provide leadership for Financial Planners, Paraplanners, and Client Executives, fostering collaboration, accountability, and continuous improvement
7. Influence strategic decisions on pricing strategies, cost optimisation, operational planning, and digital transformation initiatives
8. Promote inclusion and diversity through respect, fairness, and transparency in all interactions with colleagues, clients, and communities
9. Represent the firm externally and internally to uphold high standards of service and communication, enhancing brand and reputation
About you
10. Ideally, 2-3 years’ experience in a leadership role within an IFA firm or similar professional services environment CII Level 7 Advanced Diploma in Financial Planning (or equivalent)
11. Thorough knowledge of FCA regulations and compliance
12. Proven experience in building and handling a portfolio of high value clients
13. 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)
14. A strong collaborator with a client-first mindset
15. Strong networking and business development skills and proven skills in building commercial internal and external business development
16. A proactive approach to work demonstrating initiative and problem-solving skills
17. A strong attention to detail and ownership for the delivery of high-quality work
18. Ability to communicate effectively and professionally, both written and orally, with financial and non-financial individuals
19. Ability to build relationships and interact with a wide range of clients, internal stakeholders and external contacts
20. Excellent organisational, prioritisation and time management skills as well as ability to manage multiple tasks
21. Proven ability to identify and drive change
22. Confidence in handling sensitive information in a discrete and confidential manner