Financial Planner - Associate Director

Forvis Mazars; Heath and Reach; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking an Associate Director to join its Milton Keynes financial planning team. The role will involve developing a local market presence, managing existing client relationships, and providing financial planning advice. Candidates should have strong financial planning experience and be diploma qualified, ideally as a Certified Financial Planner. This position offers hybrid working options and a competitive salary.

Benefits

Competitive salary

Annual performance-based bonus

Hybrid working options

Career progression opportunities

Wellbeing support

Qualifications

• Diploma qualified as a minimum; ideally a Certified Financial Planner and Chartered Financial Planner.
• Strong financial planning experience is essential.
• Ability to generate new work from new clients.

Responsibilities

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

Skills

Financial planning experience

Client relationship management

New client generation

Education

Diploma qualification

Certified Financial Planner

Chartered Financial Planner

Job description

Overview

The Associate Director appointment will 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 has a significant number of existing clients 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.

Responsibilities

• 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.
• Holds Diploma qualification 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.

Qualifications

• 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.

Benefits

At Forvis Mazars, we’re always looking ahead, for our people, our clients and the wider world. Together, 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 belong to your local team, gain global experience, and make a meaningful impact now and in the future. 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 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. Does this sound like the kind of place where you can thrive?