Senior Financial Planner & Growth Leader

MAZARS UK; Sutton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global professional services firm is seeking a Financial Planner - Associate Director to manage a client portfolio and generate new business. This hybrid role supports both London and Sutton offices, offering competitive salaries and flexible working arrangements. The ideal candidate should have strong financial planning experience and the necessary qualifications. The position also provides career progression opportunities and comprehensive wellbeing support.

Benefits

Competitive salary

Flexible working arrangements

Career progression opportunities

Comprehensive wellbeing support

Qualifications

• Strong financial planning experience required.
• Proven track record in managing client portfolios.
• Relevant qualifications are essential.

Responsibilities

• Manage a client portfolio and generate new business.
• Support clients with financial planning needs.
• Facilitate career progression and wellbeing support.

Skills

Financial planning experience

Client management

Business generation

Education

Relevant financial qualifications

Job description

A global professional services firm in the UK is seeking a Financial Planner - Associate Director to manage a client portfolio and generate new business. The ideal candidate will possess strong financial planning experience and hold necessary qualifications. This hybrid role supports both London and Sutton offices, offering competitive salaries and flexible working arrangements. Applicants will benefit from career progression opportunities and comprehensive wellbeing support.