Strategic Financial Planning Manager
3 weeks ago
The estimated annual salary for this role is $120,000 to $180,000.
We are seeking an experienced Associate Director and Chartered Financial Planner to join our team at Forvis Mazars. As a key member of our financial planning team, you will be responsible for managing a portfolio of existing clients and providing financial planning advice to internal and external referrals.
You will work closely with our staff and partners to develop relationships and execute the firm's business development strategy. This includes delivering growth plans for the business and dealing with ad-hoc client advisory and planning issues.
To be successful in this role, you must have a diploma or higher in financial planning, substantial experience in the field, and the ability to proactively manage client relationships and develop new ones.
In addition, you should be able to demonstrate an understanding of risk management issues and contribute to business proposals.
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Financial Planning and Analysis Manager
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Sutton, Greater London, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to join our finance team at beBee Professionals in the United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with...
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Senior Financial Planning Manager
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Sutton, Greater London, United Kingdom Forvis Mazars Full timeCompany Overview">Forvis Mazars is a leading global professional services network, providing audit & assurance, tax and advisory services worldwide. With a commitment to delivering an unmatched client experience, our strategic vision strives to move clients, people, industry and communities forward.">Job Description">We are seeking a Senior Financial...
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Financial Planning Lead
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Financial Planning Manager
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Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we strive to deliver innovative solutions and drive business growth.We are seeking an experienced Financial Planning Manager to join our team.The ideal candidate will have a strong background in financial planning and the ability to develop strategic relationships with clients.Key Responsibilities:Manage a portfolio of existing clients to...
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Financial Planning and Wealth Management Lead
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Sutton Green, United Kingdom Forvis Mazars Full timeJob Description:This role offers an exciting opportunity to lead a team of financial planners, working closely with firm staff and partners. As a Chartered Financial Planner Manager, you will be responsible for managing a portfolio of existing clients, identifying and pursuing planning opportunities where appropriate.About the Role:This is a leadership...
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Director of Financial Planning and Advisory
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Sutton Green, United Kingdom Forvis Mazars Full timeJob Title:Associate Director and Chartered Financial PlannerAbout the Role:In this exciting opportunity, you will lead a portfolio of existing clients, identifying and pursuing planning opportunities where appropriate. You will provide financial planning advice to internal and external referrals, developing relationships with firm staff and partners.You will...
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Financial Planning
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Strategic Financial Leader
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Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a detail-oriented and experienced Finance Manager to join our finance team in the UK. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Responsibilities:Financial Planning and Reporting: Prepare comprehensive financial reports,...
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Financial Planner Lead
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Financial Planning and Reporting Expert
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Senior Financial Planning Manager
3 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeJob OverviewWe 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...
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Chartered Financial Planner Manager
3 weeks ago
Sutton Green, United Kingdom Forvis Mazars Full timeAbout Forvis Mazars:We are a leading global professional services network, operating under a single brand worldwide. Our network is built on teamwork, individuality, and shared purpose.Role Overview:This is a leadership role within our financial planning department. The successful candidate will lead a portfolio of existing clients, providing financial...
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Senior Financial Manager
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Sutton, Greater London, United Kingdom beBee Professionals Full time £45,000 - £65,000Senior Financial ManagerWe are seeking a highly experienced Senior Financial Manager to join our finance team at beBee Professionals in the United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key...
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Financial Director
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Financial Planning Expert
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Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeFinancial Planning Expert WantedWe are seeking an experienced and skilled Financial Planner to join our team at Forvis Mazars. As a Financial Planner, you will be responsible for managing a portfolio of existing clients, identifying planning opportunities, and providing expert financial advice.This role requires strong financial skills, including risk...
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Financial Controller
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Sutton in Ashfield, Nottinghamshire, United Kingdom Michael Page (UK) Full timeFinance and Accounting Leadership OpportunityWe are seeking an accomplished Financial Controller to drive the daily operations within our Finance department. This pivotal role includes managing the Accounting system, ensuring the integrity of financial data, and driving professional development.About the RoleAs a key member of our team, you will manage the...
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Financial Planning Expert
2 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeOverview: Forvis Mazars is a leading global professional services network, with a strong focus on delivering quality and making an impact. Our team is agile enough to embrace change and deliver results.Job Summary: We are seeking a skilled Financial Planning Expert to join our team. As a key member of our financial services division, you will be responsible...
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Financial Planning Administrator
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Sutton Coldfield, United Kingdom Recruit UK Full timeJob Title: Financial Planning Administrator Industry: Wealth Management Location: Sutton Coldfield **Salary**: £25,000 - £32,000 (negotiable dependent on experience) Job Reference: 8583 **Job Description**: Are you a Financial Planning Administrator seeking your next role in Financial Planning? Recruit UK is working on an excellent opportunity for a...
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Financial Planning Administrator
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Breachwood Green, United Kingdom Brevere Group Full time**Experienced financial services administrator required for successful financial planning practice.** **Are you looking for a new role in a dynamic and supportive environment, offering long term career development?** This established, successful business that is financially secure with a strong brand, is looking for a key member of their team to work...
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Financial Planning Director
4 weeks ago
Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full timeJob OverviewWe are seeking a highly skilled and experienced Chartered Financial Planner to lead our financial planning team. This role will be responsible for managing a portfolio of existing clients, identifying and pursuing new planning opportunities, and providing exceptional financial planning advice.Key Responsibilities:Portfolio management of existing...