Senior Financial Planner

7 days ago


London, Greater London, United Kingdom MAZARS LIMITED Full time

We are looking for a Senior Financial Planner to lead our Client Services team and manage a portfolio of existing clients. As a key member of our Financial Planning team, you will be responsible for delivering high-quality services to clients and driving business growth.

Job Overview

In this role, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing financial planning advice. You will also work closely with the firm's staff and partners to develop relationships and drive business growth.

Key Responsibilities

  • Manage a portfolio of existing clients and identify planning opportunities
  • Provide financial planning advice to internally and externally referred clients
  • Develop relationships with the firm's staff and partners
  • Maintain technical knowledge of personal tax and financial planning matters
  • Deal with ad hoc client advisory issues

Requirements

To be successful in this role, you should have a Diploma qualification as a minimum, ideally Certified Financial Planner and Chartered Financial Planner. You should also hold substantial financial planning experience and be able to demonstrate an understanding of risk management issues.

Benefits

The estimated salary for this role is £90,000 - £110,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including flexible working arrangements and opportunities for professional development.



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