Associate Director and Chartered Financial Planner

Forvis Mazars; London; Hybrid; GBP 75,000 - 95,000; Full time

Job summary

A leading professional services network in Sutton is seeking an Associate Director and Chartered Financial Planner. In this role, you will manage client portfolios, provide impactful financial advice, and contribute to business growth strategies. Ideal candidates should have extensive financial planning experience and relevant qualifications. The position offers a hybrid working environment, encouraging both office and remote work.

Qualifications

• Minimum Diploma qualification; ideally Certified Financial Planner and Chartered Financial Planner.
• Extensive financial planning experience.
• Proactive in managing existing client relationships.

Responsibilities

• Manage a portfolio of existing clients.
• Provide financial planning advice to clients.
• Develop relationships with the firm's staff and partners.

Skills

Financial planning experience

Client relationship management

Risk management understanding

Business proposal contribution

Education

Diploma qualification

Certified Financial Planner

Chartered Financial Planner

Job description

Social network you want to login/join with:

Associate Director and Chartered Financial Planner, Sutton

col-narrow-left

Client:

Forvis Mazars

Location:

Sutton, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

8dc96ee40e6d

Job Views:

23

Posted:

12.08.2025

Expiry Date:

26.09.2025

col-wide

Job Description:

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered, and belong to the future direction of the firm. We're constantly improving our work methods to enhance our solutions. You'll have a significant say in how your role and team operate, enabling you to make an impact on our business.

Are you looking to make your mark in Financial Planning?

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

Are you interested in open, engaged, and collaborative teams?

And do you prefer a hybrid office/remote working environment?

If so, apply today!

• Manage a portfolio of existing clients, ensuring planning opportunities are identified and pursued where appropriate.
• Provide appropriate 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 as they arise.

Skills, knowledge, and experience

• Minimum Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner.
• Extensive financial planning experience.
• Proactive management of existing client relationships and development of new ones.
• 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, with two members: Forvis Mazars LLP in the US and Forvis Mazars Group SC, operating in over 100 countries and territories.

We celebrate individuality and teamwork, giving people the freedom to contribute to our shared purpose. We support one another to deliver quality, create change, and make an impact, helping everyone reach their full potential. More details can be found on our website.