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- Tasks: Lead and manage high-quality private client portfolios with tailored financial planning advice.
- Company: Forvis Mazars, a global professional services network focused on collaboration and inclusion.
- Benefits: Competitive salary, hybrid working, performance bonuses, and comprehensive wellbeing support.
- Why this job: Make a meaningful impact while developing your career in a supportive environment.
- Qualifications: Chartered Financial Planner status preferred with significant advisory experience.
- Other info: Join a diverse team in Edinburgh, close to the city centre, with excellent transport links.
The predicted salary is between 43200 - 72000 £ per year.
At Forvis Mazars, we are always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You will be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you will belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team:
Part of our Private Client business, the Financial Planning team provides independent, client-focused financial advice to individuals and families with a wide range of personal and financial needs. Our clients include entrepreneurs and owner-managed businesses, high-net-worth individuals and families, senior executives and professionals, as well as trusts, estates and clients with complex tax and succession planning requirements. Working closely with colleagues across Tax, Audit and Advisory, the team delivers joined-up, holistic advice that goes beyond traditional financial planning. You will be involved in building and maintaining trusted client relationships, supporting business growth and contributing to the continued development of our Financial Planning offering. From day one, you will gain early responsibility and exposure to high-quality clients, while being supported by experienced leaders in a collaborative and values-driven environment where your ideas are encouraged and your career can develop.
What You Will Do:
- Client Leadership – Lead and manage a portfolio of high-quality private clients, delivering trusted, independent financial planning advice tailored to individual needs.
- Advisory Oversight – Provide sophisticated financial planning solutions across investments, retirement, protection, estate and succession planning.
- Client Strategy – Develop and implement client strategies aligned to personal objectives, tax considerations, and long-term financial goals.
- Review & Delivery – Oversee the preparation, review and delivery of financial planning advice, ensuring regulatory, technical and firm standards are met.
- Business Development – Generate new leads and prospects through personal networks, intermediaries, and collaboration with colleagues across the firm.
- Team Leadership – Lead, manage and develop Financial Planning colleagues, fostering high performance, engagement and professional development.
What You Will Bring:
- Qualification – Chartered Financial Planner status (or working towards) preferred.
- Advisory Experience – Significant experience in Financial Planning, with a minimum of 5+ years advising private clients.
- Level of Responsibility – Demonstrated experience operating at Director level or in a senior advisory role with leadership responsibility.
- Leadership Experience – Proven ability to lead, manage and develop Financial Planning teams, acting as a positive role model.
- Technical Expertise – Strong technical knowledge across complex planning areas, including investments, pensions, tax-efficient planning and estate planning.
- Business Development – Proven and demonstrable track record of winning new clients and developing sustainable revenue streams.
What We Offer:
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We are united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you will be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you are looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
Salaries & Benefits:
At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which is based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You will enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people.
Location:
Edinburgh Office – Located in Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP. Just a few minutes from Haymarket station with excellent tram and bus links. Close to the historic city centre, offering a perfect mix of heritage and modern business.
Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!
Financial Planning - Director in Midlothian employer: Forvis Mazars
Contact Detail:
Forvis Mazars Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning - Director in Midlothian
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Forvis Mazars and their approach to client-focused financial advice. Show them you understand their values and how you can contribute to their mission of delivering holistic financial solutions.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it aligns with the role of Director in Financial Planning. Highlight your leadership skills and your track record in business development to stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Forvis Mazars team and making an impact.
We think you need these skills to ace Financial Planning - Director in Midlothian
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Director role. Highlight your relevant experience and how it aligns with our values of growth, belonging, and impact.
Showcase Your Leadership Skills: Since this role involves team leadership, don’t forget to mention your experience in managing and developing teams. Share specific examples of how you've fostered high performance and engagement in your previous roles.
Demonstrate Your Technical Expertise: We’re looking for someone with strong technical knowledge in financial planning. Be sure to detail your expertise in areas like investments, pensions, and tax-efficient planning in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Forvis Mazars
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and tax-efficient strategies. Be ready to discuss how you've applied this expertise in previous roles, as it shows you're not just knowledgeable but also practical.
✨Showcase Your Leadership Skills
Since the role involves leading a team, prepare examples of how you've successfully managed and developed others in the past. Think about specific situations where you fostered high performance or engaged your team, as this will demonstrate your capability to lead effectively.
✨Client-Centric Mindset
For this position, it's crucial to highlight your experience with high-net-worth individuals and complex financial needs. Prepare to share stories that illustrate how you've built trusted relationships and tailored advice to meet individual client objectives.
✨Business Development Savvy
Be ready to discuss your track record in generating new leads and developing sustainable revenue streams. Think of specific strategies you've used in the past to attract clients and how you can apply those to Forvis Mazars' unique environment.
