Financial Planner - Associate Director

Forvis Mazars LLP; Greater London; Hybride; GBP 90 000 - 140 000; Plein temps

Résumé du poste

Forvis Mazars in the UK is seeking an Associate Director to support the financial planning team across central London and Sutton in a hybrid role. You will manage client portfolios, provide expert financial planning guidance, and focus on winning new external clients while contributing to growth plans.

The role requires a Diploma minimum, with ideal CFP and Chartered Financial Planner credentials, and a proven ability to generate new business in the local market.

Qualifications

• Minimum Diploma qualification; ideally CFP and Chartered Financial Planner.
• Strong financial planning experience.
• Proven ability to generate new work from external clients.

Responsabilités

• Manage a portfolio of financial planning clients and identify planning opportunities.
• Provide financial planning advice to Forvis Mazars LLP and referred clients.
• Develop local market presence and grow new client base in London and Sutton.

Connaissances

Financial planning

New business development

Client relationship management

Formation

Diploma

Certified Financial Planner

Chartered Financial Planner

Description du poste

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You’ll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities , and contribute from day one. You’ll work with a diverse client base, develop meaningful connections , and gain experience that extends beyond your local team . Together , we grow , belong and impact .

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 .

About the role

• 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 we are looking for

• 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.

Diversity , Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio‑economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.