Financial Planner Associate Director

21 Days Old

Chartered Financial Planner and Associate Director

Join to apply for the Chartered Financial Planner and Associate Director role at Forvis Mazars in the UK

Chartered Financial Planner and Associate Director

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Join to apply for the Chartered Financial Planner and Associate Director role at Forvis Mazars in the UK

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Matching professionals with opportunity; Tax and Financial Planning

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business.

Are you looking to make your mark in Financial Planning?

Are you looking to grow our business as if it was your own?

Are you looking for open, engaged and collaborative teams?

And are you looking for a hybrid office/remote working environment?

Then apply to the role today!

Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
Provide appropriate financial planning advice to internally and externally referred clients.
Continuous development of relationships with the firm's staff and partners
Involvement in the execution of the firm's business development strategy both internally and externally
Be responsible for the delivery of your part in the growth plans for the business.
Deal with ad hoc client advisory and planning issues as they arise on the client portfolio

This role will be based from our Sutton offices

Skills, knowledge and experience

Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
Holds substantial financial planning experience
Ability to proactively manage existing client relationships and to develop new relationships
Ability to demonstrate an understanding of risk management issues
Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Consulting and Accounting/Auditing
Industries
Accounting and Financial Services

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