Senior Financial Planning Manager

1 week ago


Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full time

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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