Financial Planner - Associate Director

MAZARS UK; Milton Keynes; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading global professional services network in Milton Keynes is seeking an Associate Director for Financial Planning. The role involves developing client relationships, managing existing portfolios, and providing strategic financial advice. Candidates should have strong qualifications and experience in financial planning. The company offers hybrid working, competitive salaries, and ongoing career development opportunities.

Benefits

Annual performance-based bonus

Hybrid working options

Comprehensive benefits package

Wellbeing support

Career progression opportunities

Qualifications

• Minimum diploma qualification is required, ideally as a Certified Financial Planner.
• Proven experience in financial planning and ability to attract new clients.
• Competence in managing and nurturing existing client relationships.

Responsibilities

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

Skills

Strong financial planning experience

Ability to generate new work

Proactive client management

Education

Diploma qualified

Certified Financial Planner

Chartered Financial Planner

Job description

Overview

Financial Planner - Associate Director (4995)

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'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 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 have 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.

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 which are 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?

Location

Milton Keynes Office – Located in The Pinnacle, 160 Midsummer Boulevard, Milton Keynes, MK9 1FF. Just a short walk from Milton Keynes Central station. A well-connected location in a fast-growing commercial hub.

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

Documents

• FM - 4995 - CFP Associate Director JD.pdf (130.83 KB)