Associate Director and Chartered Financial Planner

MAZARS UK; England; Hybrid; GBP 75,000 - 90,000; Full time

Job summary

MAZARS UK recherche un Associate Director et Chartered Financial Planner pour rejoindre leur équipe. Le candidat idéal aura une expérience significative en planification financière et se chargera de gérer des relations clients tout en contribuant à la croissance de l'entreprise. Le poste offre une flexibilité de travail hybride et une opportunité de faire partie d'une équipe dynamique engagée à offrir l'excellence dans tous les aspects des services financiers.

Qualifications

• Diplôme requis, idéalement Certified Financial Planner et Chartered Financial Planner.
• Expérience substantielle en planification financière.
• Capacité à gérer et développer des relations avec les clients.

Responsibilities

• Gérer un portefeuille de clients existants et identifier les opportunités de planification.
• Fournir des conseils financiers aux clients référés.
• Contribuer à la stratégie de développement commercial de l'entreprise.

Skills

Financial Planning

Risk Management

Client Relationship Management

Education

Diploma or Certified Financial Planner

Chartered Financial Planner

Job description

Associate Director and Chartered Financial Planner (4204)

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business.

Are you looking to make your mark in Financial Planning?

Are you looking to grow our business as if it was your own?

Are you looking for open, engaged and collaborative teams?

And are you looking for a hybrid office/remote working environment?

Then apply to the role today!

Roles & Responsibilities

• Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
• Provide appropriate financial planning advice to internally and externally referred clients.
• Continuous development of relationships with the firm's staff and partners
• Involvement in the execution of the firm's business development strategy both internally and externally
• Be responsible for the delivery of your part in the growth plans for the business.
• Deal with ad hoc client advisory and planning issues as they arise on the client portfolio

Skills, knowledge and experience

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
• Holds substantial financial planning experience
• Ability to proactively manage existing client relationships and to develop new relationships
• Ability to demonstrate an understanding of risk management issues
• Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team.

About Forvis Mazars

Forvis Mazars is a leading global 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.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.

Documents

• 4204 Associate Director and Chartered Financial Planner.pdf (37.53 KB)