Financial Planner - Associate Director

2 Days Old

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).

What You’ll Do:

  • 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.
  • Holds 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.

Benefits & Culture:

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. We pride ourselves on being a fair and competitive employer. We offer a competitive salary based on experience and benchmarking. We have an annual performance‑based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You’ll enjoy hybrid working options, allowing you to maintain a healthy work‑life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people.

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Location:
Greater London, England, United Kingdom
Salary:
£150,000 - £200,000
Job Type:
FullTime
Category:
Finance

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