Chartered Financial Planner - Associate Director

Forvis Mazars; Newport Pagnell; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading professional services network is looking for a Chartered Financial Planner - Associate Director in Newport Pagnell. The role will involve developing market presence, managing client portfolios, and providing financial advice. Ideal candidates should have a diploma qualification, excellent communication skills, and strong financial planning experience. This position offers opportunities for career progression and the chance to work with prestigious clients.

Qualifications

• Minimum diploma qualification, ideally a Certified Financial Planner.
• Proven ability to generate new clients.
• Team player with strong communication skills.

Responsibilities

• Develop market presence to win new clients.
• Manage portfolio of existing financial planning clients.
• Provide financial planning advice.

Skills

Strong financial planning experience

Excellent communication skills

Ability to manage client relationships

Commercial approach

Education

Diploma qualified, ideally Certified Financial Planner

Job description

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Chartered Financial Planner - Associate Director, Newport Pagnell

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Client:

Forvis Mazars

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

278660f0c530

Job Views:

7

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

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 is a Associate Director appointment is to join our Milton Keynes financial planning team and contribute towards our stretching growth plans. You will be part of a team of 6 planners and associated support staff. Whilst the team have a significant number of existing client to deliver a high-quality service to, the main focus of the role will be to provide a local market presence and to focus on winning new clients.

The goal is to lead the growth from new clients form external and internally made contacts in our Milton Keynes business in alignment with the firms strategic growth plan. A big part of this will be to increase the profile of Financial Planning at Forvis Mazars within Mazars LLP and the wider business and professional community and to contribute in the development of Forvis Mazars Private Client services.

About the role

• Bring or develop a presence in the local market place and have a plan in how to win new clients.
• Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.
• Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued
• Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients.
• Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business
• Continuous development of relationships with ForvisMazars LLP staff and partners
• Increase the level of Forvis Mazars LLP client penetration by ForvisMazars Financial Planning.
• Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters

What are we looking for?

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
• Holds strong financial planning experience
• Team player with excellent communication skills both oral and written
• Evidence of l an ability to generate new work from new client found externally to an existing client book.
• Adaptable, organised with a commercial approach
• Ability to exercise judgement and work without close supervision
• Ability to proactively manage existing client relationships and to develop new relationships

Forvis Mazars is a leading professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approachclick here

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

Visit forvismazars.com/uk to learn more.