Overview

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.Responsibilities

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, pursuedProvide 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 businessMaintain an up-to-date technical knowledge of personal tax and financial planning and related mattersDiploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial PlannerHolds strong financial planning experienceEvidence 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 relationshipsQualifications

Diploma or higher qualification as minimum; ideally Certified Financial Planner and Chartered Financial PlannerStrong financial planning experienceEvidence of ability to generate new work from external clientsProactive relationship management with both existing and new clientsAbout Us / Benefits

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We are united by a shared purpose and a culture rooted in inclusion, responsibility, and collaboration. We offer a competitive salary, an annual performance-based bonus, regular salary reviews, hybrid working options, and a comprehensive benefits package including wellbeing support. You’ll be supported to learn, explore and develop from day one.Does this sound like the kind of place where you can thrive?

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