Financial Planning Manager
at Forvis Mazars
London EC4M 7AU, , United Kingdom -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 13 Feb, 2025 | Not Specified | 14 Nov, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
At Forvis Mazars, we’re agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We’re constantly improving the way we work, so that we enhance the solutions we offer. So you’ll have a big say in the way your role and your team works.
Are you looking to make an impact in Financial Planning? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? 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
- Maintain an up to date technical knowledge of personal tax and financial planning and related matters
- Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Diploma
Diploma qualified as a minimum ideally certified financial planner and chartered financial planner
Proficient
1
London EC4M 7AU, United Kingdom
