Strategic Director and Financial Planning Leader

4 days ago


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

We are seeking a Strategic Director and Financial Planning Leader to join our team at Forvis Mazars. This is an exciting opportunity to make a significant impact in our financial planning department.

Key Responsibilities
  • Lead a portfolio of existing clients, identifying planning opportunities and pursuing them where appropriate
  • Provide expert financial planning advice to clients referred internally and externally
  • Develop and maintain strong relationships with firm staff and partners
  • Contribute to the execution of our business development strategy both internally and externally
  • Play a key role in delivering our growth plans for the business
  • Address ad hoc client advisory and planning issues as they arise on the client portfolio
Requirements
  • Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
  • Substantial financial planning experience
  • Ability to proactively manage existing client relationships and develop new ones
  • Understanding of risk management issues
  • Ability to contribute to business proposals and identify business opportunities
About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide. We celebrate individuality and thrive on teamwork, giving people the freedom to make a personal contribution to our shared purpose.

Salary and Benefits

The estimated salary for this role is £80,000 - £120,000 per annum, depending on experience. We also offer a range of benefits, including a hybrid office/remote working environment, open and engaged teams, and opportunities for career growth and development.



  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleThe London Borough of Sutton is seeking a highly skilled Strategic Finance Business Partner to join its Financial Planning and Business Partnering team. This key role will provide strategic support to the Head of Financial Planning and Business Partnering, focusing on revenue and capital programme management.The successful candidate will take...


  • Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a detail-oriented and experienced Finance Manager to join our finance team in the UK. As a key member of our team, you will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Responsibilities:Financial Planning and Reporting: Prepare comprehensive financial reports,...

  • Financial Director

    4 weeks ago


    Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Financial DirectorWe are seeking a detail-oriented and experienced Financial Director to join our finance team in the UK. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management review.Monitor and...

  • Financial Director

    1 month ago


    Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Director to oversee financial planning, reporting, and analysis for beBee Professionals in Sutton Coldfield, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end and...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleWe are seeking an exceptional candidate to fill the position of Financial Business Partner for Sutton Council's Environment, Housing, and Neighbourhoods directorate. The successful candidate will provide strategic support to the Head of Financial Planning and Business Partnering, focusing on revenue and capital programme management.Key...


  • Sutton Coldfield, Birmingham, United Kingdom Thegradcafe Full time

    Job Title: Strategic Business LeaderJob Summary:We are seeking a highly experienced Strategic Business Leader to drive profitable and sustainable revenue growth through the development and implementation of a customer-centric strategy. The successful candidate will provide strategic leadership to a high-performing team, fostering an atmosphere of energy,...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleThe London Borough of Sutton is seeking a highly skilled Strategic Finance Business Partner to join its shared finance service with Kingston Council. This key role will focus on supporting the Head of Financial Planning and Business Partnering by providing strategic support for services and their senior officers within the Environment, Housing...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleWe are seeking a skilled finance professional to join our team as a Strategic Finance Business Partner, focusing on supporting the Residents and Communities directorate and Corporate Services directorate at Kingston Council.This role will involve providing strategic support to senior officers, with a primary focus on revenue and capital. The...


  • Sutton Coldfield, Birmingham, United Kingdom Epsom and St Helier University Hospitals NHS Trust Full time

    Job OverviewThe Associate Director of Nursing Medicine Division is a key leadership role that requires a senior clinical nursing professional to work closely with the Director of Nursing, Divisional Director of Operations, and Medical Director to achieve the division's key performance targets. This position involves leading effective and efficient delivery...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleThe London Borough of Sutton is seeking a highly skilled Strategic Financial Support Specialist to join its shared finance service with Kingston Council. This role will focus on providing financial support to budget managers and contributing to the council's revenue and capital budget setting processes.Key Responsibilities:Financial Planning...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleThe London Borough of Sutton is seeking a highly skilled Strategic Finance Business Partner to join its shared finance service. This exciting opportunity will focus on supporting the Residents and Communities directorate and the Corporate Services directorate, providing strategic financial expertise to ensure the successful delivery of...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleThe London Borough of Sutton is seeking a highly skilled Senior Finance Business Partner to join its shared finance service. This key role will focus on supporting the Head of Financial Business Partnering and the Strategic Finance Business Partner - Place by providing strategic financial support for services and their senior officers. The...


  • Sutton Coldfield, Birmingham, United Kingdom Epsom and St Helier University Hospitals NHS Trust Full time

    Job OverviewTo work collaboratively with the Director of Nursing, Divisional Director of Operations, and Medical Director to achieve the division's key performance targets, leading effective and efficient delivery of operational and clinical services with a focus on clinical excellence, strategic planning, and resource deployment.Main ResponsibilitiesLead...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleAs a Financial Solutions Specialist, you will play a crucial role in supporting the Head of Financial Business Partnering in providing strategic support for services and their senior officers. Your focus will be on revenue and capital management within Kingston Council's Housing service.This key position entails taking responsibility...

  • Financial Director

    2 months ago


    Sutton Coldfield, Birmingham, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Sutton Coldfield, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring...


  • Sutton Coldfield, Birmingham, United Kingdom Epsom and St Helier University Hospitals NHS Trust Full time

    Job OverviewTo work collaboratively with the Director of Nursing, Divisional Director of Operations, and Medical Director to achieve the division's key performance targets, leading effective and efficient delivery of operational and clinical services with a focus on excellent clinical care and strategic, financial, and operational planning.The post holder...


  • Sutton Coldfield, Birmingham, United Kingdom Forvis Mazars Full time

    About the RoleWe are seeking a seasoned Senior Financial Planning Manager and Chartered Financial Planner to join our Financial Planning team at Forvis Mazars.Key ResponsibilitiesManage a portfolio of existing clients, identifying and pursuing planning opportunities where appropriate.Provide financial planning advice to internally and externally referred...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the JobThis is a critical role that supports the Head of Financial Business Partnering and the Strategic Finance Business Partner-Place in providing financial support and advice to budget managers in Kingston Council.The post holder will work closely with the Strategic Finance Business Partners and the Head of Finance Business Partnering to provide...


  • Sutton Coldfield, Birmingham, United Kingdom London Borough of Sutton Full time

    About the RoleSutton and Kingston Council is seeking a highly skilled candidate to fill the role of Strategic Finance Business Partner for its shared finance service. This key position sits within the shared service, but its focus is on Kingston Council only, supporting the council's Place directorate.The successful candidate will provide strategic support...


  • Sutton Coldfield, Birmingham, United Kingdom Reed Full time

    We are seeking a highly skilled FP&A Accountant to play a key role in our finance team. This role is ideal for a proactive individual who excels in financial planning and analysis. The successful candidate will be instrumental in providing key financial insights that will help shape our strategic business decisions.Day-to-day of the role:Develop financial...