Senior Financial Planning Manager
3 weeks ago
We are seeking a highly skilled and experienced Chartered Financial Planner to join our team as an Associate Director and Financial Planning Expert. This is a senior appointment that will work alongside our Financial Planning Partner to deliver a high-quality service to existing clients and assist in winning new clients.
The successful candidate will have a complimentary specialism, business network, and/or professional connections to the Financial Planning team, which will be desirable. The goal is to continue to build our financial planning business.
The role involves managing a portfolio of existing clients, ensuring that planning opportunities are identified and pursued, providing financial planning advice to internally and externally referred clients, and developing relationships with the firm's staff and partners.
The ideal candidate will have a Diploma qualification as a minimum, ideally Certified Financial Planner and Chartered Financial Planner, substantial financial planning experience, and the ability to proactively manage existing client relationships and develop new relationships.
About Forvis MazarsForvis Mazars is a leading global professional services network with a commitment to providing an unmatched client experience. We deliver audit & assurance, tax, and advisory services around the world, helping organisations respond to emerging sustainability issues in the global marketplace.
We are a diverse, multicultural, multi-generational team with a huge sense of connection and belonging. We empower our people, celebrate individuality, and thrive on teamwork. Our hybrid role allows for flexibility, with the expectation of working across our London South (Sutton) office and our London office at 30 Old Bailey, as well as remotely and from clients' locations.
We are committed to making the recruitment process as accessible and inclusive as possible. Please contact us to discuss any changes you may require to support you throughout your application.
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Senior Financial Planning Manager
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Forvis Mazars. As a key member of our Financial Planning team, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing high-quality financial planning advice.Key...
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Senior Financial Planning Manager
1 week ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Forvis Mazars. As a key member of our Financial Planning team, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing high-quality financial planning advice.Key...
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Senior Financial Planning Manager
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Chartered Financial Planner to join our team as an Associate Director and Financial Planning Expert. This is a senior appointment that will work closely with our Financial Planning Partner to deliver a high-quality service to existing clients and assist in winning new clients.The successful...
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Senior Financial Planning Manager
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Chartered Financial Planner to join our team as an Associate Director and Financial Planning Expert. This is a senior appointment that will work closely with our Financial Planning Partner to deliver a high-quality service to existing clients and assist in winning new clients.The successful...
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Senior Financial Planning Manager
7 days ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Forvis Mazars. As a key member of our Financial Planning team, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing high-quality financial planning advice.Key...
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Senior Financial Analyst
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a highly skilled and experienced Accounts & Audit Senior/Assistant Manager to support the delivery of audit and accounts assignments. As a key member of the team, you will work closely with clients to understand their needs and provide expert advice to ensure their financial health.Key ResponsibilitiesSupport the...
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Senior Financial Planning Manager
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Forvis Mazars. As a key member of our Financial Planning team, you will be responsible for managing a portfolio of existing clients, providing financial planning advice, and developing relationships with our staff and partners.Key...
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Senior Financial Planning Manager
1 week ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Forvis Mazars. As a key member of our Financial Planning team, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing high-quality financial planning advice.Key...
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Senior Financial Planning Manager
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Chartered Financial Planner to join our team as an Associate Director and Financial Planning Expert. This is a senior appointment that will work closely with our Financial Planning Partner to deliver a high-quality service to existing clients and assist in winning new clients.The successful...
-
Senior Financial Planning Manager
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a highly skilled and experienced Chartered Financial Planner to join our team as an Associate Director and Financial Planning Expert. This is a senior appointment that will work closely with our Financial Planning Partner to deliver a high-quality service to existing clients and assist in winning new clients.The successful...
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Financial Services Manager
1 month ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a skilled Financial Services Manager to join our team. As a key member of our audit and accounts team, you will be responsible for supporting the delivery of high-quality audit and accounts assignments.Your Key ResponsibilitiesSupport the delivery of audit and accounts assignmentsWork closely with our clients to...
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Senior Financial Analyst
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a highly skilled and experienced professional to support the delivery of audit and accounts assignments. As a key member of the team, you will work closely with clients to understand their needs and provide expert advice to ensure their financial health.Key ResponsibilitiesSupport the delivery of audit and...
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Financial Controller
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Financial Controller
1 month ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout Hays Senior FinanceHays Senior Finance is delighted to be partnering with a market leading group to add a qualified Management Accountant to their finance team.You will be joining a multinational group involved in various sectors, with a reputation for long-term, tailored solutions that add value to their partners.They have ambitious growth plans and a...
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Financial Services Manager
1 month ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Hays Senior Finance. As a key member of our team, you will be responsible for supporting the delivery of audit and accounts assignments and working closely with our clients to provide exceptional service.About the CompanyHays Senior Finance is a...
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Financial Services Manager
1 month ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Manager to join our team at Hays Senior Finance. As a key member of our team, you will be responsible for supporting the delivery of audit and accounts assignments and working closely with our clients to provide exceptional service.About the CompanyHays Senior Finance is a...
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Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAbout the RoleWe are seeking a seasoned Senior Financial Planning Manager and Chartered Financial Planner to join our Financial Planning team at Forvis Mazars.Key ResponsibilitiesManage a portfolio of existing clients, identifying and pursuing planning opportunities where appropriate.Provide financial planning advice to internally and externally referred...
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Financial Controller
1 month ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout Hays Senior FinanceHays Senior Finance is a leading provider of financial services, partnering with top companies to deliver exceptional results. We're committed to your professional growth and values internal progression.Your New RoleWe're seeking a qualified Management Accountant to join our finance team. As a key member, you'll play a pivotal role...
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Financial Controller
1 month ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout Hays Senior FinanceHays Senior Finance is a leading provider of financial services, partnering with top companies to deliver exceptional results. We're committed to your professional growth and values internal progression.Your New RoleWe're seeking a qualified Management Accountant to join our finance team. As a key member, you'll play a pivotal role...
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Financial Controller
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is partnering with a market-leading group to add a qualified Management Accountant to their finance team. The company is involved in various sectors and has a reputation for long-term, tailored solutions that add value to their partners. They have ambitious growth plans and a strong sustainability message.Your New RoleYou...
