Associate Director and Chartered Financial Planner

Forvis Mazars; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Forvis Mazars is seeking an Associate Director and Chartered Financial Planner in Sutton. This role involves managing client portfolios and providing tailored financial advice while contributing to business growth. Ideal candidates will hold financial planning certifications and have extensive experience in client relationship management.

Qualifications

• Minimum Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner.
• Extensive financial planning experience required.
• Proactive in managing client relationships and identifying new business opportunities.

Responsibilities

• Manage a portfolio of existing clients and identify planning opportunities.
• Provide financial planning advice to clients.
• Contribute to business development strategy execution.

Skills

Financial planning experience

Managing client relationships

Risk management

Education

Diploma qualification

Certified Financial Planner

Chartered Financial Planner

Job description

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Associate Director and Chartered Financial Planner, Sutton

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Client:

Forvis Mazars

Location:

Sutton, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8dc96ee40e6d

Job Views:

4

Posted:

22.06.2025

Expiry Date:

06.08.2025

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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 that they belong to the future direction of the firm. We're constantly improving the way we work to enhance the solutions we offer. You'll have a significant say in how your role and your team operate, enabling you to make an impact on our business.

Are you looking to make your mark in Financial Planning?

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

Are you seeking open, engaged, and collaborative teams?

And are you interested in a hybrid office/remote working environment?

If so, apply to the role 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 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 in your client portfolio.

Skills, knowledge, and experience

• Minimum Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner.
• Extensive financial planning experience.
• Proactive in managing existing client relationships and developing 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 United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories.

We celebrate individuality, thrive on teamwork, and support our people to make a meaningful contribution. For more details, visit our website.