Strategic Director and Financial Planning Leader
4 days ago
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
- 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
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 BenefitsThe 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.
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