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Experienced Financial Planner ( Multiple Locations)

Fishermead, Milton Keynes, United Kingdom
Competitive Salary
Closing date
Jan 15, 2022

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Job Role
Contract Type
Full Time
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Our unbiased approach to financial planning sets us apart from other financial planning firms. Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management, working alongside our Tax and other professional service teams to:

  • Individuals
  • Business Owner-Managers
  • Trustees - Private and Charitable

We are one of the UK's leading, purely fee based, Independent Financial Advisers (IFA). We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.

Because we are independent, we are not reliant on commission payments from providers which means our advice is truly unbiased and tailored to clients. As a result, clients only pay for our advice, as they require it. This unbiased approach to financial planning, based solely on a client's circumstances and lifestyle objectives, sets us apart from other financial planning firms.

Job Purpose

This is a Manager or Senior Manager appointment where we have a number of opportunities across our office locations to deliver a high-quality service to existing clients and assist in winning new clients.

We would love to hear from candidates in the Milton Keynes and Oxfordshire area

Bringing a complimentary specialism, business network and/or professional connections to the Mazars Financial Planning team is desirable.

To increase the profile of MFP within Mazars LLP and the wider business and professional community and to contribute in the development of Mazars Private Client services.

Role & Responsibilities

  • Comply with the Training and Competence Scheme of MFP
  • Management of a portfolio of existing MFP clients, ensuring that planning opportunities are identified and, where appropriate, pursued
  • Provide appropriate financial planning advice to Mazars LLP and externally referred clients.
  • Be responsible for the delivery of your part in the growth plans for the specific office.
  • 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
  • Involvement in business development of MFP both within Mazars LLP and externally
  • 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 Partner.

Skills, Knowledge and Experience

  • Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
  • Holds substantial financial planning experience
  • Team player with excellent communication skills both oral and written
  • Adaptable, organised with a commercial approach
  • 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 act as a positive role model for MFP and Mazars LLP
  • 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 MFP/LLP team.
  • Drive/commitment as would be expected of a senior member of an expanding professional practice

Inclusion and Diversity

At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business.

We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.

Service line:Private Client Business unit:Private Client Financial Planning Office:London, Milton Keynes Role type:Full-time
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