At a Glance
- Tasks: Develop client relationships and provide top-notch financial planning advice.
- Company: Forvis Mazars, a global leader in professional services.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Embrace diversity and inclusion in a supportive work environment.
- Why this job: Join a diverse team and make a real impact in financial planning.
- Qualifications: Diploma qualified with strong financial planning experience.
The predicted salary is between 59400 - 72600 £ per year.
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services.
You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team.
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).
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 newclients.
About the role Bring or develop a presence in the local marketplace and have a plan of how to win newclients.
Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.
Management of a portfolio of existing financialplanningclients, ensuring that planningopportunities are identified and, where appropriate, pursued Provide appropriatefinancialplanning 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 financialplanning and related matters What we are looking for Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financialplanning experience Evidence of ability to generate new work from new client found externally to an existing client book.
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.
- Summary
- Type: Full time
Consultant / Associate Director, Financial in Ely 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.
