Hybrid Associate Director, Financial Planning & Growth

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

Job summary

A global professional services network is seeking an Associate Director to enhance client relationships and market presence in London and Sutton. The role demands strong financial planning expertise and the ability to generate new business. Candidates should possess a minimum diploma qualification, with ideal certifications including Certified Financial Planner. Flexibility in working arrangements and a competitive salary package are offered.

Benefits

Competitive salary

Annual performance-based bonus

Hybrid working options

Comprehensive benefits package

Wellbeing support

Clear career progression opportunities

Qualifications

• Minimum diploma qualification in financial planning.
• Strong experience in financial planning.
• Proven ability to manage and develop client relationships.

Responsibilities

• Develop a presence in the local market 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 from new clients

Proactive client relationship management

Education

Diploma qualified (minimum)

Certified Financial Planner

Chartered Financial Planner

Job description

A global professional services network is seeking an Associate Director to enhance client relationships and market presence in London and Sutton. The role demands strong financial planning expertise and the ability to generate new business. Candidates should possess a minimum diploma qualification, with ideal certifications including Certified Financial Planner. Flexibility in working arrangements and a competitive salary package are offered.