Financial Planner
13 hours ago
OverviewAt Forvis Mazars, we're always looking ahead—for our people, our clients and the wider world. We'll support you to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.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). You will be part of a growing team of planners and associated support staff. While the team has a significant number of existing clients to service, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. What You'll DoBring 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.Manage a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and pursued where appropriate.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 You'll BringDiploma 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.What We OfferForvis 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. We'll empower you to shape your career, contribute your ideas, and make a difference from day one.We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.Salaries & BenefitsWe pride ourselves on being a fair and competitive employer. We offer a competitive salary based on experience and benchmarking, with an annual performance-based bonus and regular salary reviews. You'll enjoy hybrid working options to support a healthy work-life balance, along with clear career progression opportunities. Our comprehensive benefits package includes wellbeing support.LocationsLondon Office – Located at 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.Sutton Office – Located at 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby.Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars #J-18808-Ljbffr
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