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 inclusiveteam where you're supported to grow your skills, explore newopportunities, 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 financialplanningteam and contributing towards our stretching growth plans. You will be part of a growing team of planners and associatedsupport 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 newclients.

About the role

• Bring or develop a presence in the local marketplace and have a plan of how to win newclients.
• Comply with the Training and Competence Scheme of ForvisMazarsFinancialPlanning.
• Management of a portfolio of existing financialplanningclients, ensuring that planningopportunities are identified and, where appropriate, pursued
• Provide appropriatefinancialplanning advice to ForvisMazars LLP and externally referred clients.
• Collaborate on the growth of the Milton Keynes business alongside the ForvisMazars LLP wider business
• Maintain an up-to-date technical knowledge of personal tax and financialplanning and related matters

What we are looking for

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
• Holds strong financialplanning 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 newrelationships.

Ready to grow, belong, and impact? Apply now and join us at ForvisMazars!

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.