Chartered Financial Planner Executive
12 hours ago
We are seeking an experienced Chartered Financial Planner to join our executive team at Forvis Mazars. This role will involve leading our financial planning practice, developing new business opportunities, and providing exceptional financial planning advice to our clients.
Key Responsibilities:
- Leading the financial planning practice, including team management and performance monitoring
- Development of new business opportunities, working closely with internal partners
- Collaboration with the firm's staff and partners to drive business development and revenue growth
- Staying up-to-date with industry trends and best practices, applying this knowledge to enhance client outcomes
Requirements:
- Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
- Extensive experience in financial planning, with a proven track record of success
- Ability to communicate complex financial concepts in a clear and concise manner
- Strong leadership and people management skills
About Forvis Mazars
Our firm operates under a single brand worldwide, valuing individuality and teamwork. We empower employees to make a personal contribution to our shared purpose, supporting each other to deliver quality, create change, and make an impact.
Salary Range: £100,000 - £160,000 per annum, dependent on experience
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