Financial Planner - Associate Director
Forvis Mazars, Benhilton, Sutton
Financial Planner - Associate Director
Salary not available. View on company website.
Forvis Mazars, Benhilton, Sutton
- Full time
- Permanent
- Onsite working
Posted 4 days ago, 18 Jun | Get your application in now to be included in the first week's applications.
Closing date: Closing date not specified
Job ref: 7784c5c19eef49bc985e17294e77a918
Location ref: Benhilton, Sutton
Full Job Description
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.,
- 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
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.
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.