Senior Financial Planning Business Development Lead
1 month ago
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.
- 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.
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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