Financial Planner - Associate Director

ZipRecruiter; Sutton Green; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading global professional services network is seeking an Associate Director to manage existing clients and develop new business opportunities in financial planning. This hybrid role offers competitive salary and benefits with opportunities for career growth. Ideal candidates will have strong financial planning experience and relevant qualifications. Join a diverse and forward-thinking team committed to making a meaningful impact.

Benefits

Annual performance-based bonus

Hybrid working options

Comprehensive wellbeing support

Qualifications

• Must have experience in financial planning.
• Qualified at least to diploma level, ideally higher.
• Proven ability to generate new clients.

Responsibilities

• Develop a local market 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 manage client relationships

Ability to generate new work

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. 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. 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. While the team has 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.

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.
• Manage 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.

Qualifications

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner.
• 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.
• Hybrid working options with a focus on balance and career progression.
• A culture rooted in responsibility and collaboration, with a shared purpose and belonging.
• Support to shape your career, contribute ideas, and make a difference from day one.
• Role supports growth within a diverse, forward-thinking team.

Locations

London Office – 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul’s and Farringdon stations. Sutton Office – 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station.

Salary & Benefits

• Competitive salary based on experience and benchmarking.
• Annual performance-based bonus and regular salary reviews.
• Hybrid working options to support work-life balance.
• Clear career progression opportunities and comprehensive wellbeing support as part of our benefits package.

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