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For Companies At a Glance
- Tasks: Join our team to win new clients and manage existing financial planning portfolios.
- Company: Forvis Mazars is a global leader in professional services, focused on audit, tax, and advisory.
- Benefits: Enjoy hybrid working, competitive salary, performance bonuses, and comprehensive wellbeing support.
- Why this job: Make a meaningful impact while growing your career in an inclusive and collaborative environment.
- Qualifications: Diploma qualified; ideally Certified Financial Planner with strong financial planning experience.
- Other info: Located in Milton Keynes, just a short walk from the train station.
The predicted salary is between 43200 - 72000 £ per year.
Overview
Financial Planner – Associate Director (4995) – MAZARS LIMITED, Milton Keynes, United Kingdom. Permanent, Full time. Competitive.
At Forvis Mazars, we’re always looking ahead, for our people, our clients and the wider world. 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. 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 will join our Milton Keynes financial planning team and contribute towards our stretching growth plans. You will be part of a team of 6 planners and associated support staff. The main focus of the role is 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 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 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. 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. This is a place where you can thrive.
Salaries & Benefits
We pride ourselves on being a fair and competitive employer. The salary is based on experience and benchmarking. We have an annual performance-based bonus and regular salary reviews. Hybrid working options support work–life balance, with clear career progression opportunities. Our comprehensive benefits package includes wellbeing support.
Location
Milton Keynes Office – The Pinnacle, 160 Midsummer Boulevard, Milton Keynes, MK9 1FF. Just a short walk from Milton Keynes Central station in a fast-growing commercial hub.
Does this sound like the kind of place where you can thrive? Apply now and join us at Forvis Mazars!
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Financial Planner - Associate Director (4995) employer: Mazars LLP
Contact Detail:
Mazars LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Associate Director (4995)
✨Tip Number 1
Network actively within the financial planning community in Milton Keynes. Attend local events, seminars, and workshops to meet potential clients and industry peers. Building relationships in your local market can significantly enhance your visibility and credibility.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning and personal tax. This knowledge will not only help you in interviews but also demonstrate your commitment to providing top-notch advice to clients.
✨Tip Number 3
Prepare to discuss specific strategies for winning new clients during your interview. Think about how you can leverage your existing network or innovative marketing techniques to attract new business to Forvis Mazars.
✨Tip Number 4
Showcase your ability to manage client relationships effectively. Be ready to share examples of how you've successfully maintained and grown client portfolios in the past, as this is crucial for the role.
We think you need these skills to ace Financial Planner - Associate Director (4995)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the Financial Planner - Associate Director position. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your financial planning experience, particularly any evidence of generating new clients and managing existing relationships. Use specific examples to demonstrate your success in these areas.
Showcase Your Qualifications: Make sure to clearly state your qualifications, such as your Diploma and any certifications like Certified Financial Planner or Chartered Financial Planner. This will help establish your credibility and suitability for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work at Forvis Mazars and how you can contribute to their growth plans in Milton Keynes.
How to prepare for a job interview at Mazars LLP
✨Showcase Your Client Relationship Skills
As a Financial Planner, your ability to manage and develop client relationships is crucial. Be prepared to discuss specific examples of how you've successfully built rapport with clients and generated new business in the past.
✨Demonstrate Technical Knowledge
Stay updated on personal tax and financial planning matters. During the interview, be ready to discuss recent changes in regulations or trends in the financial planning industry that could impact clients.
✨Prepare a Local Market Strategy
Since the role involves winning new clients in the local market, come equipped with a plan or ideas on how you would approach this. Discussing your understanding of the Milton Keynes market can set you apart.
✨Emphasise Team Collaboration
Forvis Mazars values teamwork, so highlight your experience working collaboratively with others. Share examples of how you've contributed to team success and how you plan to work with the existing financial planning team.
