Associate Director and Chartered Financial Planner
FULL DESCRIPTION
Summary
Seeking an Associate Director and Chartered Financial Planner to manage a client portfolio, provide financial planning advice, and contribute to business development. This role requires experience in financial planning, client relationship management, and risk management. The position is offered in a hybrid working environment.
Key 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
Core Requirements:
- 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.
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.
Benefits
Annual Leave +
Charitable Giving
Dental Insurance
Wellbeing Benefits
Virtual GP
Cycle to Work
Gym Discounts
Life Assurance
Pension
Flexible Benefits +