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
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 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 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.
TPBN1_UKTJ
Financial Planner - Associate Director in Birmingham employer: Forvis Mazars
Forvis Mazars is an exceptional employer that prioritises employee growth and development within a dynamic and inclusive work culture. Located in Birmingham, our team thrives on collaboration and innovation, offering extensive training opportunities and the chance to work with a diverse client base. Join us to be part of a supportive environment where your contributions are valued, and you can make a meaningful impact on the success of SME businesses.
