Financial Planning Director

9 hours ago


Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full time
Job Overview

We 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 clients, ensuring effective client relationships and continued business growth
  • Development of new relationships with internal and external partners, driving business development and revenue growth
  • Liaising with the firm's staff and partners to execute business development strategies
  • Continuous professional development to maintain expertise and stay up-to-date on industry trends

Requirements:

  • Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
  • Substantial experience in financial planning, with a proven track record of success
  • Ability to manage complex client relationships and develop new business opportunities
  • Excellent communication and interpersonal skills

About Forvis Mazars

Forvis Mazars is a leading global professional services network, operating under a single brand worldwide. Our firm values individuality and teamwork, empowering employees to make a personal contribution to our shared purpose. We support each other to deliver quality, create change, and make an impact, enabling everyone to reach their full potential.

Salary Range: £80,000 - £120,000 per annum, dependent on experience



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