Associate Director and Chartered Financial Planner

Associate Director and Chartered Financial Planner, Sutton

Client: Forvis Mazars

Location: Sutton, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 8dc96ee40e6d

Job Views: 14

Posted: 29.04.2025

Expiry Date: 13.06.2025

Job Description:

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage people to grow, feel empowered, and feel a sense of belonging in shaping the future of the firm. We continuously improve our work processes to enhance our solutions. Your role will significantly influence our business, giving you a big say in how your team operates.

Are you eager to make your mark in Financial Planning?

Are you looking to grow our business as if it were your own?

Do you thrive in open, engaged, and collaborative teams?

Are you interested in a hybrid office/remote working environment?

If so, apply today!

Responsibilities:

• Manage a portfolio of existing clients, identifying and pursuing planning opportunities where appropriate.
• Provide suitable financial planning advice to both internal and external clients.
• Develop and maintain relationships with the firm's staff and partners.
• Participate in executing the firm's business development strategy internally and externally.
• Contribute to the growth plans of the business.
• Handle ad hoc client advisory and planning issues within your portfolio.

Skills, Knowledge, and Experience:

• Minimum diploma qualification; ideally Certified Financial Planner and Chartered Financial Planner.
• Extensive financial planning experience.
• Proactive in managing and developing client relationships.
• Understanding of risk management issues.
• Ability to contribute to business proposals and identify new business opportunities.

About Forvis Mazars:

Forvis Mazars is a leading global professional services network operating under a single brand worldwide, comprising Forvis Mazars LLP in the US and Forvis Mazars Group SC, active in over 100 countries and territories.

We celebrate individuality, foster teamwork, and empower our people to contribute meaningfully towards our shared purpose. We support each other to deliver quality, create change, and make an impact. More details can be found on our website.