Associate Director of Finance
5 days ago
At Forvis Mazars, we're agile enough to embrace change and deliver impact. Are you looking to make an impact in Financial Planning? David Baker, Partner, Head of Financial Planning)
We are one of the UK's leading, purely fee based, Independent Financial Advisers. We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, protection and tax planning.
This is a senior appointment to work alongside our Financial Planning Partner, to deliver a high-quality service to existing clients and assist in winning new clients. Bringing a complimentary specialism, business network and/or professional connections to theFinancial Planning team is desirable. The goal is to continue to build ourfinancial planning business.
To increase the profile of FMFP within Forvis Mazars LLP and the wider business and professional community and to contribute in the development of the business. Are you looking to make an impact in Financial Planning?
Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
Provide appropriate financial planning advice to internally and externally referred clients.
Continuous development of relationships with the firm's staff and partners
Deal with ad hoc client advisory and planning issues as they arise on the client portfolio
Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
Holds substantial financial planning experience
Ability to demonstrate an understanding of risk management issues
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.
We thrive on teamwork and are agile. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.
A hybrid role, the expectation is for the successful individual to work across our London South (Sutton) office and our London office at 30 Old Bailey as well as remotely and from our clients location. Our Sutton office is located in Sutton Plaza and serves as our UK international business hub. Our London office, based at 30 Old Bailey, is at the heart of the UK's capital, close to City Thameslink station. We offer tailored services, leveraging our national and international expertise to meet the unique needs of businesses in this global hub.
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