Chartered Financial Planner

MAZARS UK; Guildford; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Chartered Financial Planner to manage client portfolios and provide tailored financial advice. This role offers the opportunity to thrive in a dynamic hybrid working environment, where you'll be empowered to grow the business as if it were your own. You'll play a key role in developing client relationships and contributing to business development strategies. If you're passionate about financial planning and eager to make a meaningful impact, this is the perfect opportunity for you.

Qualifications

• Hold at least a Diploma qualification, ideally Certified Financial Planner.
• Substantial financial planning experience required.

Responsibilities

• Manage a portfolio of existing clients and identify planning opportunities.
• Provide financial planning advice to clients and develop relationships.

Skills

Financial Planning

Client Relationship Management

Risk Management

Business Development

Education

Diploma Qualification

Certified Financial Planner

Chartered Financial Planner

Job description

Job Description

Chartered Financial Planner (4671)

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage our people to grow, feel empowered, and belong to the future direction of the firm. We are constantly improving our ways of working to enhance the solutions we offer. You will have a significant influence on your role and your team, enabling you to make a meaningful impact on our business.

Are you looking to make your mark in Financial Planning?

Are you eager to grow our business as if it were your own?

Do you thrive in open, engaged, and collaborative teams?

Are you interested in a hybrid office/remote working environment?

If so, apply to the role today!

Roles & Responsibilities

• Manage a portfolio of existing clients, ensuring that planning opportunities are identified and pursued where appropriate.
• Provide suitable financial planning advice to internally and externally referred clients.
• Develop and maintain relationships with the firm's staff and partners.
• Participate in executing the firm's business development strategy both internally and externally.
• Contribute to the growth plans for the business through your responsibilities.
• Handle ad hoc client advisory and planning issues as they arise within your client portfolio.

Skills, Knowledge, and Experience

• Hold at least a Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner.
• Have substantial financial planning experience.
• Proactively manage existing client relationships and develop new ones.
• Understand risk management issues.
• Contribute to business proposals and identify new business opportunities for the team.

This role is based out of our Poole offices and offers a hybrid working environment.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with two main entities: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories.

We celebrate individuality and thrive on teamwork. We empower our people to make meaningful contributions to our shared purpose. We support each other to deliver quality, foster change, and make an impact, enabling everyone to reach their full potential. Further details can be found on our website.

Documents

• FM - 4671 - CFP and Associate Director - JD.pdf (52.25 KB)