Chartered Financial Planner

TN United Kingdom; Poole; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Planner to join their dynamic team. This hybrid role offers a unique opportunity to manage a diverse portfolio of clients while providing tailored financial planning advice. You will play a crucial role in enhancing client relationships and contributing to business growth. The company fosters an inclusive and collaborative environment, encouraging personal contributions to a shared purpose. If you're passionate about financial planning and eager to make a significant impact, this position is perfect for you.

Qualifications

• Minimum diploma qualification required, ideally Certified Financial Planner.
• Substantial financial planning experience is essential.

Responsibilities

• Manage a portfolio of 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 in Financial Planning

Certified Financial Planner

Chartered Financial Planner

Job description

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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!

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.

This role is a hybrid role based out of our Poole offices.

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.

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Created on 04/04/2025 by TN United Kingdom