Financial Associate Director

6 hours ago

Sutton Greater London, United Kingdom Forvis Mazars Full time

With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
 
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. 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.
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
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.
 
You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. London Office – Located in 30 Old Bailey, London, EC4M 7AU. Sutton Office – Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS.

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