Financial Planner - Associate Director

Forvis Mazars; England; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A global professional services network in the UK seeks an Associate Director to manage a portfolio of financial planning clients, develop a presence in the local market, and generate new clients. The ideal candidate will be diploma qualified, ideally a Certified Financial Planner, with strong financial planning experience. This hybrid position is based in London and Sutton, offering competitive salary and benefits.

Benefits

Competitive salary

Hybrid working options

Annual performance-based bonus

Comprehensive benefits package

Qualifications

• Minimum diploma qualification, ideally as Certified Financial Planner.
• Proven experience in financial planning and client relationships.
• Evidence of generating new work from external sources.

Responsibilities

• Develop a new client presence in the local marketplace.
• Manage a portfolio of existing financial planning clients.
• Provide financial planning advice to clients.

Skills

Financial planning experience

Client relationship management

Ability to generate new clients

Education

Diploma qualified

Certified Financial Planner

Chartered Financial Planner

Job description

Overview

At Forvis Mazars, we\'re always looking ahead for our people, our clients and the wider world. We grow, belong and impact. You\'ll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you\'ll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About The Team

The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients.

What You\'ll Do

• Bring or develop a presence in the local marketplace and have a plan of 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
• Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters

What You\'ll Bring

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
• Holds strong financial planning experience
• Evidence of ability to generate new work from new client found externally to an existing client book.
• Ability to proactively manage existing client relationships and to develop new relationships

What We Offer

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We\'re united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you\'ll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you\'re looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits

At Forvis Mazars, we pride ourselves on being a fair and competitive employer. We offer a competitive salary based on experience and benchmarking. We have an annual performance-based bonus and regular salary reviews to ensure you are rewarded for your efforts.

You\'ll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people.

Location

London Office - Located at 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul\'s and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.

Sutton Office - Located at 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes\' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby.

Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!