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- Tasks: Support financial planning, manage client portfolios, and win new clients in a hybrid role.
- Company: Forvis Mazars, a global leader in professional services with a culture of inclusion.
- Benefits: Competitive salary, performance bonuses, hybrid working, and comprehensive wellbeing support.
- Why this job: Make a meaningful impact while growing your career in a supportive environment.
- Qualifications: Diploma qualified, strong financial planning experience, and ability to generate new clients.
- Other info: Dynamic team culture with clear career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
At Forvis Mazars, we\’re always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You\’ll be supported 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). 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.
What You\’ll Do:
- 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 You\’ll Bring:
- 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
What We Offer:
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. With us, you\’ll be empowered 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 & Benefits:
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. Does this sound like the kind of place where you can thrive?
Location:
London Office – Located in 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 in 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!
Financial Planner - Associate Director employer: Forvis Mazars
Contact Detail:
Forvis Mazars Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Associate Director
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with potential clients and colleagues. Remember, it’s all about building relationships that can lead to new opportunities.
✨Tip Number 2
Showcase your expertise! Create content on platforms like LinkedIn to demonstrate your knowledge in financial planning. Share insights, tips, and trends to position yourself as a go-to expert in the field.
✨Tip Number 3
Don’t shy away from cold outreach! Identify potential clients and reach out directly. A personalised email or message can make a big difference and show your proactive approach to winning new business.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest roles and updates about our team at Forvis Mazars right there.
We think you need these skills to ace Financial Planner - Associate Director
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your relevant experience and skills that align with what we’re looking for, especially in client management and financial planning.
Showcase Your Personality: We love individuality! Don’t be afraid to let your personality shine through in your application. Share your unique experiences and how they’ve shaped your approach to financial planning and client relationships.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon where possible. We want to understand your qualifications and motivations without wading through unnecessary fluff.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, your application will go straight to us, and we can review it promptly. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Forvis Mazars
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially personal tax and related matters. Being able to discuss recent trends or changes in the industry will show that you're proactive and engaged.
✨Showcase Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight any experiences where you've generated new business or expanded existing accounts, as this is crucial for the role.
✨Have a Local Market Strategy
Think about how you would establish a presence in the local marketplace. Be ready to share your ideas on winning new clients and how you plan to contribute to the growth of the team.
✨Emphasise Team Collaboration
Forvis Mazars values teamwork, so be prepared to discuss how you've worked collaboratively in previous roles. Share specific examples of how you've contributed to a team's success and how you can bring that spirit to their growing financial planning team.