Associate Director and Chartered Financial Planner (4204) | Sutton, UK

MAZARS LIMITED; London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

MAZARS LIMITED seeks an Associate Director and Chartered Financial Planner to manage client portfolios and provide financial planning advice. This role requires effective relationship management, extensive financial planning experience, and an understanding of risk management. Join a collaborative team in a hybrid working environment.

Qualifications

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

Responsibilities

• Manage a portfolio of existing clients, ensuring that planning opportunities are identified.
• Provide financial planning advice to clients.
• Contribute to the business development strategy.

Skills

Client relationship management

Financial planning

Risk management

Business development

Education

Diploma qualification

Certified Financial Planner

Chartered Financial Planner

Job description

Associate Director and Chartered Financial Planner (4204)

Associate Director and Chartered Financial Planner (4204)

MAZARS LIMITED Sutton, United Kingdom Apply now Posted 10 days ago | Permanent | Competitive

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage our people to grow, feel empowered, and belong to the future direction of the firm. We are continuously improving our work methods to enhance our solutions. You will have a significant influence on your role and team, enabling you to make a meaningful impact on our business.

Are you aiming to make your mark in Financial Planning?
Are you looking to grow our business as if it were your own?
Do you want to be part of open, engaged, and collaborative teams?
Are you interested in a hybrid office/remote working environment?
Then apply to this role today!

Roles & Responsibilities

• Manage a portfolio of existing clients, ensuring that planning opportunities are identified and pursued appropriately.
• Provide suitable financial planning advice to both internal and external referred clients.
• Develop and maintain relationships with the firm's staff and partners.
• Contribute to the execution of the firm's business development strategy internally and externally.
• Be responsible for delivering your part of the business growth plans.
• Handle ad hoc client advisory and planning issues as they arise within your client portfolio.

Skills, Knowledge, and Experience

• Minimum Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner.
• Extensive experience in financial planning.
• 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 main entities: 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 and thrive on teamwork. We empower our people to contribute personally to our shared purpose, support one another, and deliver quality and impact. Further details can be found on our website.

Documents

• 4204 Associate Director and Chartered Financial Planner.pdf (37.53 KB)

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.