Associate Director, Financial Planning — Hybrid London Lead

Forvis Mazars; Sutton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking an Associate Director who will support both the London and Sutton offices in a hybrid role. The successful candidate will focus on developing a local client presence and managing existing financial planning clients. This position offers an opportunity to make a meaningful impact within a growing team and provides a supportive environment for professional development.

Qualifications

• Ability to develop a local client presence and win new clients.
• Experience in financial planning is preferred.

Responsibilities

• Develop a plan to win new clients in the local marketplace.
• Manage an existing portfolio of financial planning clients.

Job description

A leading financial services firm in the United Kingdom is seeking an Associate Director who will support both the London and Sutton offices in a hybrid role. The successful candidate will focus on developing a local client presence and managing existing financial planning clients. This position offers an opportunity to make a meaningful impact within a growing team and provides a supportive environment for professional development.