Financial Planner - Associate Director

Financial Planner - Associate Director

2026-09-28T00:00:00

Sutton

Kent

GB

CT15 5

Any

2026-10-26T16:38:21.947

Job Description

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 has 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 creates 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.

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Job DescriptionForvis 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 teamThe 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 mattersWhat 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 & InclusionAt 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.