Financial Planner - Associate Director

Forvis Mazars; Sutton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking an Associate Director who will support both the London and Sutton offices in a hybrid role. The successful candidate will focus on developing a local client presence and managing existing financial planning clients. This position offers an opportunity to make a meaningful impact within a growing team and provides a supportive environment for professional development.

Qualifications

• Ability to develop a local client presence and win new clients.
• Experience in financial planning is preferred.

Responsibilities

• Develop a plan to win new clients in the local marketplace.
• Manage an existing portfolio of financial planning clients.

Job description

Job Description

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 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 clien...