Chartered Financial Planner

Join to apply for the Chartered Financial Planner role at Forvis Mazars in the UK1 week ago Be among the first 25 applicantsJoin to apply for the Chartered Financial Planner role at Forvis Mazars in the UKDirect message the job poster from Forvis Mazars in the UKMatching professionals with opportunity; Tax and Financial PlanningForvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.This is a Associate Director appointment is to join our Milton Keynes financial planning team and contribute towards our stretching growth plans. You will be part of a team of 6 planners and associated support staff. Whilst the team have a significant number of existing client to deliver a high-quality service to, the main focus of the role will be to provide a local market presence and to focus on winning new clients.The goal is to lead the growth from new clients form external and internally made contacts in our Milton Keynes business in alignment with the firms strategic growth plan. A big part of this will be to increase the profile of Financial Planning at Forvis Mazars within Mazars LLP and the wider business and professional community and to contribute in the development of Forvis Mazars Private Client services.About the roleBring or develop a presence in the local market place and have a plan in how to win new clients.Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursuedProvide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients.Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider businessContinuous development of relationships with ForvisMazars LLP staff and partnersIncrease the level of Forvis Mazars LLP client penetration by ForvisMazars Financial Planning.Maintain an up-to-date technical knowledge of personal tax and financial planning and related mattersWhat are we looking for?Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial PlannerHolds strong financial planning experienceTeam player with excellent communication skills both oral and writtenEvidence of l an ability to generate new work from new client found externally to an existing client book.Adaptable, organised with a commercial approachAbility to exercise judgement and work without close supervisionAbility to proactively manage existing client relationships and to develop new relationshipsForvis Mazars is a leading professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click hereOur aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.Visit forvismazars.com/uk to learn more.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/AuditingReferrals increase your chances of interviewing at Forvis Mazars in the UK by 2xSign in to set job alerts for “Financial Planner” roles.Senior Paraplanner - 12 month fixed termMilton Keynes, England, United Kingdom 2 months agoMilton Keynes, England, United Kingdom 2 weeks agoChartered Financial Planner - Associate DirectorMilton Keynes, England, United Kingdom 1 week agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr