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For Companies At a Glance
- 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, performance bonuses, hybrid working, 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 5+ years of advisory experience.
- Other info: Join a diverse team in Edinburgh, close to the city centre, with excellent transport links.
The predicted salary is between 36000 - 60000 £ 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.
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 based on experience and benchmarking, 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 employer: MAZARS UK
Contact Detail:
MAZARS UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning - Director
✨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 new opportunities. You never know who might have a lead or can introduce you to someone at Forvis Mazars.
✨Tip Number 2
Prepare for those interviews! Research Forvis Mazars thoroughly, understand their values, and think about how your experience aligns with their mission. Be ready to share specific examples of how you've led teams and developed client strategies.
✨Tip Number 3
Showcase your leadership skills! When chatting with potential employers, highlight your experience in managing teams and driving business development. They want to see that you can inspire others and contribute to their growth.
✨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 genuinely interested in joining the Forvis Mazars team and making an impact from day one.
We think you need these skills to ace Financial Planning - Director
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning. We want to see how your skills align with the role of Director, so don’t hold back on showcasing your achievements!
Showcase Your Leadership Skills: Since this role involves leading a team, it’s crucial to demonstrate your leadership experience. Share specific examples of how you've managed teams or projects successfully, as we value collaboration and growth.
Highlight Client Relationships: We’re all about building trusted client relationships, so include any relevant experiences where you’ve successfully advised clients. This will show us that you understand the importance of client-focused financial advice.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at MAZARS UK
✨Know Your Financial Planning Stuff
Make sure you brush up on your technical knowledge, especially around investments, pensions, and tax-efficient planning. Be ready to discuss complex scenarios and how you've navigated them in the past. This will show that you're not just a leader but also a knowledgeable advisor.
✨Showcase Your Leadership Skills
Prepare examples of how you've led teams and developed colleagues in previous roles. Highlight specific instances where your leadership made a difference in performance or client satisfaction. This is crucial for a Director role, so make it count!
✨Demonstrate Business Development Acumen
Be ready to talk about your track record in winning new clients and developing sustainable revenue streams. Share specific strategies you've used to generate leads and how you've built relationships with high-net-worth individuals. This will show your potential employer that you can contribute to their growth.
✨Align with Their Values
Familiarise yourself with Forvis Mazars' culture of inclusion, collaboration, and responsibility. Think about how your personal values align with theirs and be prepared to discuss this during the interview. Showing that you fit into their culture can set you apart from other candidates.
