Financial Planner - Associate Director
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.
You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.
About the team 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). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff.
Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. About the role 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.
Management of 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 What we are looking for 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. Ready to grow, belong, and impact? Apply now and join us at Forvis Mazars! Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients.
We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential.
At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters. Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. In the UK, we're home to more than 3,400 professionals and 190 partners across 14 offices, all united by a shared purpose: shaping a better future.
Whether you're starting your career or taking your next step, you'll find opportunities to learn, develop and make a meaningful contribution from day one. We believe the best ideas come from different perspectives, so you'll be encouraged to bring your whole self to work, collaborate with talented people across our firm, and build relationships that help you grow.
At Forvis Mazars, you'll belong to a local team, benefit from global opportunities, and make an impact for our clients, communities and each other. Together, we grow, belong and impact. We recruit most of our opportunities on a rolling basis, so roles may close earlier than advertised if they receive a high volume of applications. We encourage you to apply as soon as possible.
As we've recently transitioned to a new application portal, there may occasionally be some unexpected issues. While everything should run smoothly, if you experience any issues or something doesn't look quite right, please get in touch with our recruitment team and we'll be happy to help. We want to get to know the real you.
Applications written in your own words help us understand your experiences, motivations and potential, so we'd encourage candidates not to rely on AI-generated answers. At Forvis Mazars, we believe great careers start with great experiences. That's why we're committed to providing a transparent, respectful and people-centred recruitment process.
Every application is reviewed by our team, and all candidates will receive an outcome, regardless of the result.
