Director of Financial Services

5 days ago


Sutton, Greater London, United Kingdom Forvis Mazars Full time

About Forvis Mazars

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We thrive on teamwork and are agile, supporting one another to deliver quality, create change and deepen our understanding to help make an impact. Our reach and areas of expertise enable us to help organisations respond to emerging sustainability issues in the global marketplace.

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Job Role

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This is a senior appointment to work alongside our Financial Planning Partner, delivering a high-quality service to existing clients and assisting in winning new clients. The goal is to continue building our financial planning business.

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Responsibilities

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  • Identify and pursue planning opportunities for existing clients.">
  • Develop relationships with the firm's staff and partners.">
  • Provide financial planning advice to clients.">
  • Deal with ad hoc client advisory and planning issues.">
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Requirements

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The ideal candidate will have a minimum Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner, with substantial financial planning experience and the ability to demonstrate an understanding of risk management issues.

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Salary Package

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We offer a competitive salary package, including a base salary of £80,000 - £120,000 per annum, depending on experience, plus benefits such as a comprehensive pension scheme, private health insurance and flexible working arrangements.

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Estimated Salary: £100,000 per annum



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