Director of Client Strategy

15 hours ago


Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full time
Job DescriptionKey Responsibilities:
  • Develop and manage a portfolio of existing clients, identifying planning opportunities and pursuing them where appropriate.
  • Provide expert financial planning advice to internally and externally referred clients.
  • Cultivate strong relationships with colleagues and partners across the firm.
  • Contribute to the execution of our business development strategy both internally and externally.
  • Take ownership of delivering growth plans for the business and addressing ad hoc client advisory and planning issues as they arise.
Requirements:
  • Strong understanding of financial planning principles and practices.
  • Ability to develop and maintain strong relationships with clients and stakeholders.
  • Excellent communication and interpersonal skills.
  • Proven ability to work collaboratively as part of a team.
  • Highly motivated and driven individual with a passion for financial planning.

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