Senior Financial Planning Strategist
3 weeks ago
About Forvis Mazars
Forvis Mazars is a leading global professional services network with operations across the world. The network operates under a single brand worldwide, consisting of two member firms.
Our vision strives to drive progress for our clients, people, industry, and communities globally. We aim to deliver an unmatched client experience by offering audit & assurance, tax, and advisory services around the globe. Our reach and areas of expertise help organisations address emerging sustainability issues in the global market, including human rights, climate change, environmental impacts, and culture.
We are currently seeking a Senior Financial Planning Strategist to join our team. As a hybrid role, you will work across our London South (Sutton) office and our London office at 30 Old Bailey as well as remotely and from our clients' location.
Job DescriptionThe successful candidate will have substantial financial planning experience and be able to manage a portfolio of existing clients, ensuring that planning opportunities are identified and pursued where appropriate.
- Provide high-quality financial planning advice to internally and externally referred clients.
- Deal with ad hoc client advisory and planning issues as they arise on the client portfolio.
The role requires strong business development skills, the ability to proactively manage existing client relationships, and develop new relationships.
A crucial aspect of this position is the ability to demonstrate an understanding of risk management issues and provide appropriate advice to clients.
As a Senior Financial Planning Strategist, you will contribute to building our financial planning business and continue to grow our presence in the UK's leading independent financial advisers sector.
With a competitive salary range of £85,000 - £105,000 per annum, depending on your experience, we offer a comprehensive benefits package and opportunities for career growth and professional development.
About the RoleThis is a senior appointment to work alongside our Financial Planning Partner, delivering a high-quality service to existing clients and assisting in winning new clients.
- 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.
We are committed to providing an inclusive and supportive work environment, fostering a collaborative culture, and encouraging continuous learning and professional growth.
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