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- Tasks: Support financial planning, manage client portfolios, and win new clients in a hybrid role.
- Company: Forvis Mazars, a global professional services network with a culture of inclusion and collaboration.
- 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 client relationships.
- Other info: Dynamic team atmosphere 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.
Our mission is to drive lasting value for our clients, employees, and communities. By aligning our actions with shared principles, we create a culture of growth, belonging, 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.
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\’ 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 • Sutton, Surrey, United Kingdom
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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, join local financial planning groups, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! Create content related to financial planning on social media or your own blog. This not only showcases your knowledge but also helps you stand out to potential employers.
✨Tip Number 3
Don’t just apply; engage! When you find a role that excites you, reach out to current employees at Forvis Mazars. Ask them about their experiences and get insider tips on the application process.
✨Tip Number 4
Be proactive! If you see a gap in the market or a potential client base, pitch your ideas directly to the hiring team. Show them how you can contribute to their growth plans right from the start.
We think you need these skills to ace Financial Planner - Associate Director
Some tips for your application 🫡
Show Your Personality: When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your individuality and how it aligns with our culture of bold thinking and collaboration.
Tailor Your Application: Make sure to tailor your application to the role of Financial Planner - Associate Director. Highlight your relevant experience and skills that match the job description, especially your ability to generate new clients and manage existing relationships.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Forvis Mazars!
How to prepare for a job interview at Forvis Mazars
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around 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 instances where you've generated new business or identified planning opportunities, as this aligns perfectly with what they’re looking for.
✨Be Ready to Discuss Growth Strategies
Think about how you would develop a presence in the local marketplace. Have a plan ready to share during the interview on how you would approach winning new clients, as this is a key part of the role.
✨Emphasise Team Collaboration
Since the role involves working closely with a team, be prepared to discuss how you’ve collaborated with others in previous roles. Share specific examples of how teamwork has led to successful outcomes, showing that you value collective success.
