Financial Planning Manager

Sutton Green, UK
28 Jul 2019
01 Aug 2019
Contract Type
Full Time
To help continue the significant expansion of the Financial Planning business in the South East, by taking on a portfolio of existing clients but with a significant focus on developing new business opportunities from both internal and external referrals.

• Manage a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued

• Heavy involvement in business development both within Mazars LLP and externally

• Comply with the Training and Competence Scheme of MFP

• Continuous development of relationships with Mazars LLP staff and partners

• Increase the level of Mazars LLP client penetration by MFP

• 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

• Increasing the profile of Mazars Private Client offering to the wider business and professional community.

• Other day-to-day responsibilities as determined by the MFP Director

Role requirements

Essential Requirements:

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner, or working towards

• Holds significant experience as a financial planner

• History of strong business development skills

• Strong technical knowledge in all aspects of financial planning

• Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the MFP/LLP team.

Desirable Skills:

• Able to take the initiative and be pro-active in generating new leads

• Team player with excellent communication skills both oral and written

• Adaptable to a different way of working; organised with a commercial approach with the ability to exercise judgement and work without close supervision

• Ability to proactively manage existing client relationships and to develop new relationships

• Ability to generate creative solutions to problems

• Ability to demonstrate an understanding of risk management issues

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