Financial Planning Associate Director — Hybrid, Growth

Mazars; Greater London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading global professional services network is seeking an Associate Director to manage financial planning clients and develop a local market presence. This hybrid role requires strong financial planning experience and the ability to generate new business. Candidates should possess a minimum diploma qualification, ideally a Certified Financial Planner. Competitive salary, performance-based bonus, and comprehensive benefits are offered.

Benefits

Competitive salary

Annual performance-based bonus

Hybrid working options

Comprehensive benefits package

Qualifications

• Minimum diploma qualification, ideally a Certified Financial Planner.
• Strong financial planning experience required.
• Evidence of ability to generate new work from new clients.

Responsibilities

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

Skills

Financial planning experience

Ability to generate new clients

Client relationship management

Education

Diploma qualified

Certified Financial Planner

Chartered Financial Planner

Job description

A leading global professional services network is seeking an Associate Director to manage financial planning clients and develop a local market presence. This hybrid role requires strong financial planning experience and the ability to generate new business. Candidates should possess a minimum diploma qualification, ideally a Certified Financial Planner. Competitive salary, performance-based bonus, and comprehensive benefits are offered.