Senior Financial Planning Manager
1 week ago
About the Role
We are seeking a highly skilled and experienced Senior Financial Planning Manager 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, identifying planning opportunities, and providing high-quality financial planning advice.
Key Responsibilities
- Manage a portfolio of existing clients and identify planning opportunities
- Provide financial planning advice to clients
- Develop relationships with staff and partners
- Contribute to business development strategy
- Deliver growth plans for the business
Requirements
- Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
- Substantial financial planning experience
- Ability to manage client relationships and develop new relationships
- Ability to demonstrate an understanding of risk management issues
- Ability to contribute to business proposals
About Forvis Mazars
Forvis Mazars is a leading global professional services network. We provide audit, tax, and advisory services to clients around the world. Our team is diverse, multicultural, and multi-generational, and we empower our people to take ownership of their careers and make a personal contribution to our shared purpose.
What We Offer
- A hybrid role with opportunities to work across our London offices and remotely
- A collaborative and agile work environment
- Opportunities for career growth and development
- A competitive salary and benefits package
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