Hybrid Financial Planning Associate Director — Growth Lead

Forvis Mazars LLP; Greater London; Hybrid; GBP 90.000 - 140.000; Vollzeit

Zusammenfassung

Forvis Mazars in the UK is seeking an Associate Director to support the financial planning team across central London and Sutton in a hybrid role. You will manage client portfolios, provide expert financial planning guidance, and focus on winning new external clients while contributing to growth plans.

The role requires a Diploma minimum, with ideal CFP and Chartered Financial Planner credentials, and a proven ability to generate new business in the local market.

Qualifikationen

• Minimum Diploma qualification; ideally CFP and Chartered Financial Planner.
• Strong financial planning experience.
• Proven ability to generate new work from external clients.

Aufgaben

• Manage a portfolio of financial planning clients and identify planning opportunities.
• Provide financial planning advice to Forvis Mazars LLP and referred clients.
• Develop local market presence and grow new client base in London and Sutton.

Kenntnisse

Financial planning

New business development

Client relationship management

Ausbildung

Diploma

Certified Financial Planner

Chartered Financial Planner

Jobbeschreibung

Forvis Mazars in the UK is seeking an Associate Director to support the financial planning team across central London and Sutton in a hybrid role. You will manage client portfolios, provide expert financial planning guidance, and focus on winning new external clients while contributing to growth plans.

The role requires a Diploma minimum, with ideal CFP and Chartered Financial Planner credentials, and a proven ability to generate new business in the local market.