Chartered Financial Planner Manager

3 weeks ago


Sutton Green, United Kingdom Forvis Mazars Full time
About Forvis Mazars:

We are a leading global professional services network, operating under a single brand worldwide. Our network is built on teamwork, individuality, and shared purpose.

Role Overview:

This is a leadership role within our financial planning department. The successful candidate will lead a portfolio of existing clients, providing financial planning advice and developing relationships with firm staff and partners.

Responsibilities:
  1. Client portfolio management, identifying and pursuing planning opportunities.
  2. Financial planning advice to internal and external clients.
  3. Relationship development with firm staff and partners.
  4. Business development strategy execution.
  5. Growth plan delivery for the business.
Requirements:
  • Diploma qualification (ideally certified).
  • Substantial financial planning experience.
  • Client relationship management skills.
  • Risk management knowledge.
  • Business proposal contribution.
Compensation:

£80,000 - £100,000 per annum, based on experience.



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