Director of Wealth Management

3 weeks ago


Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full time
About the Role

We are looking for a Director of Wealth Management to join our team at Forvis Mazars.

The successful candidate will be responsible for leading our wealth management team and developing strategies to drive business growth.

The role requires excellent leadership and communication skills, as well as the ability to build strong relationships with clients and colleagues.

Key Responsibilities:

  • Lead the wealth management team and develop business growth strategies
  • Manage a portfolio of existing clients and identify new business opportunities
  • Develop relationships with firm staff and partners
  • Contribute to business proposals and bring business opportunities to the attention of the team

Requirements:

  • Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
  • Substantial financial planning experience
  • Ability to lead and motivate a team
  • Understanding of risk management issues

What We Offer:

  • Competitive salary: £70,000 - £90,000 per annum
  • Opportunities for career development and professional growth
  • Collaborative and dynamic work environment


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