Senior Financial Planning Manager
4 weeks ago
We are seeking a highly experienced Senior Financial Planning Manager to join our team at Forvis Mazars.
The successful candidate will have a strong background in financial planning and will be responsible for managing a portfolio of existing clients, identifying and pursuing new planning opportunities, and providing high-quality financial advice to clients.
The role requires excellent communication and relationship-building skills, as well as the ability to work collaboratively with colleagues to deliver business growth plans.
Key Responsibilities:
- Manage a portfolio of existing clients and identify new planning opportunities
- Provide financial planning advice to internally and externally referred clients
- Develop relationships with firm staff and partners
- Contribute to business proposals and bring business opportunities to the attention of the team
Requirements:
- 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 relationships
- Understanding of risk management issues
What We Offer:
- Competitive salary: £60,000 - £80,000 per annum
- Opportunities for career development and professional growth
- Collaborative and dynamic work environment
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