Senior Financial Planning Business Development Lead

1 month ago


Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full time
Job Summary

We are seeking an experienced Senior Financial Planning Business Development Lead to join our team at Forvis Mazars. This is a senior appointment to work alongside our Financial Planning Partner, delivering a high-quality service to existing clients and assisting in winning new clients.

About the Role
  • Management of a portfolio of existing clients, ensuring that planning opportunities are identified and pursued where appropriate.
  • Provide financial planning advice to internally and externally referred clients.
  • Continuous development of relationships with firm staff and partners.
  • Involvement in the execution of the firm's business development strategy both internally and externally.
  • Responsibility for delivering growth plans for the business.
About You
  • Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner.
  • Substantial financial planning experience.
  • Ability to proactively manage client relationships and develop new ones.
  • Understanding of risk management issues.
  • Contribution to business proposals and bringing business opportunities to the attention of the relevant team member.
What We Offer

As a Senior Financial Planning Business Development Lead at Forvis Mazars, you can expect a competitive salary of £60,000 - £80,000 per annum, depending on experience, plus benefits including:

  • Pension scheme.
  • Health insurance.
  • Discretionary bonus.
  • Flexible working arrangements.
  • Ongoing professional development opportunities.

We are committed to creating an inclusive workplace culture and welcome applications from candidates with diverse backgrounds and experiences. If you are looking for a challenging and rewarding role in a dynamic environment, we encourage you to apply.



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