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For Companies At a Glance
- Tasks: Develop client relationships and provide expert financial planning advice.
- Company: Join Forvis Mazars, a global leader in professional services.
- Benefits: Enjoy competitive salary, hybrid working, and comprehensive wellbeing support.
- Why this job: Make a real impact while growing your career in a supportive environment.
- Qualifications: Diploma qualified with strong financial planning experience.
- Other info: Be part of a diverse team that values individuality and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
At Forvis Mazars, we are always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You will 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 will 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 clients 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 are united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you will 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 are 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 is 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 will 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.
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 in Sutton Coldfield employer: MAZARS UK
Contact Detail:
MAZARS UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Associate Director in Sutton Coldfield
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Associate Director 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 at Forvis Mazars.
✨Tip Number 3
Prepare for interviews by researching Forvis Mazars and understanding their values. Be ready to discuss how you can contribute to their growth plans and make an impact in the local market.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Forvis Mazars team.
We think you need these skills to ace Financial Planner - Associate Director in Sutton Coldfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your financial planning experience and any relevant qualifications, like being Diploma qualified or a Certified Financial Planner.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your personality and explain why you’re excited about joining Forvis Mazars. Mention how you can contribute to winning new clients and supporting the existing ones.
Showcase Your Client Management Skills: In your application, emphasise your ability to manage client relationships effectively. Share examples of how you've identified planning opportunities and pursued them successfully in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at MAZARS UK
✨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 is key for the role.
✨Be Ready to Discuss Growth Strategies
Think about how you would approach winning new clients in the local market. Have a plan ready to share during the interview, demonstrating your understanding of the business and your strategic thinking.
✨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 in your financial planning experience.
