Chartered Financial Planner Manager
3 weeks ago
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:- Client portfolio management, identifying and pursuing planning opportunities.
- Financial planning advice to internal and external clients.
- Relationship development with firm staff and partners.
- Business development strategy execution.
- Growth plan delivery for the business.
- Diploma qualification (ideally certified).
- Substantial financial planning experience.
- Client relationship management skills.
- Risk management knowledge.
- Business proposal contribution.
£80,000 - £100,000 per annum, based on experience.
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Sutton, United Kingdom Forvis Mazars Full timeJob Description At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are...
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are you looking to make an impact...
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are you looking to make an...
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Associate Director and Chartered Financial Planner
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are you looking to make an...
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Associate Director and Chartered Financial Planner
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are you looking to make an...
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are you looking to make an...
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are you looking to make an...
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Associate Director and Chartered Financial Planner
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. Are you looking to make an...
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Sutton, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works.All the relevant skills,...
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