Chartered Financial Planner - Associate Director

MAZARS UK; Milton Keynes; On-site; GBP 60,000 - 90,000; Full time

Job summary

Join a leading professional services network as a Chartered Financial Planner - Associate Director in Milton Keynes. You will lead growth by attracting new clients while managing an existing client portfolio. This role requires strong financial planning experience and excellent communication skills to enhance the firm's market presence.

Qualifications

• Diploma qualified minimum, ideally Certified Financial Planner and Chartered Financial Planner.
• Strong financial planning experience required.
• Proven ability to generate new work from external client sources.

Responsibilities

• Develop and bring an existing presence in the local marketplace to acquire new clients.
• Manage a portfolio of existing clients, identifying and pursuing planning opportunities.
• Provide financial planning advice to clients and external referrals.

Skills

Communication Skills

Financial Planning Experience

Organized

Proactive Relationship Management

Commercial Outlook

Education

Diploma in Financial Planning

Certified Financial Planner

Chartered Financial Planner

Job description

Chartered Financial Planner - Associate Director (4995)

Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

This Associate Director role is to join our Milton Keynes financial planning team and contribute towards our growth plans. You will be part of a team of 6 planners and support staff. While the team manages existing clients, the main focus will be to establish a local market presence and focus on winning new clients.

The goal is to lead growth by attracting new clients through external and internal contacts in our Milton Keynes office, aligning with the firm's strategic growth plan. A significant part of this will be to increase the profile of Financial Planning at Forvis Mazars within Mazars LLP and the wider professional community, and to contribute to the development of Forvis Mazars Private Client services.

About the role

• Develop or bring an existing presence in the local marketplace with a plan to acquire new clients.
• Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.
• Manage a portfolio of existing clients, identifying and pursuing planning opportunities.
• Provide financial planning advice to Forvis Mazars LLP clients and external referrals.
• Collaborate on growing the Milton Keynes business with the wider Forvis Mazars LLP team.
• Build and maintain relationships with staff and partners within Forvis Mazars LLP.
• Increase client penetration within Forvis Mazars LLP.
• Maintain up-to-date technical knowledge of personal tax and financial planning.

What are we looking for?

• Diploma qualified minimum, ideally Certified Financial Planner and Chartered Financial Planner.
• Strong financial planning experience.
• Excellent communication skills, both oral and written.
• Proven ability to generate new work from external client sources.
• Organised, adaptable, with a commercial outlook.
• Ability to work independently and exercise judgment.
• Proactive in managing existing relationships and developing new ones.

Forvis Mazars is a leading professional services network operating worldwide under a single brand, with offices in over 100 countries. We are a diverse, multicultural, multi-generational team that values connection, belonging, and individual contribution.

We empower our people, celebrate individuality, and foster teamwork and agility. We support diversity and inclusion throughout our recruitment process and beyond. Learn more at forvismazars.com/uk.