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For Companies At a Glance
- Tasks: Develop client relationships and provide financial planning advice in a dynamic team.
- Company: Forvis Mazars, a leading global professional services network.
- Benefits: Competitive salary, performance bonuses, and regular salary reviews.
- Why this job: Make a meaningful impact while growing your career in a supportive environment.
- Qualifications: Diploma qualified with strong financial planning experience and client relationship skills.
- Other info: Hybrid role with opportunities for global experience and personal development.
The predicted salary is between 28800 - 48000 £ 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 Will 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 Will 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.
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
Contact Detail:
Mazars 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! Get out there and connect with people in the financial planning industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to potential clients or colleagues. Remember, it’s all about building relationships!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills and knowledge in financial planning. Share insights, tips, and advice on platforms like LinkedIn. This will not only position you as an expert but also attract potential clients who are looking for someone like you.
✨Tip Number 3
Be proactive in your approach! Don’t wait for opportunities to come to you. Identify potential clients in your local market and reach out to them directly. A personalised email or a friendly phone call can go a long way in making a great first impression.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals like you. By applying directly, you’ll have a better chance of standing out and showing us why you’d be a great fit for the Associate Director role at Forvis Mazars.
We think you need these skills to ace Financial Planner - Associate Director in Sutton Coldfield
Some tips for your application 🫡
Show Your Personality: When writing your application, let your individuality shine through! We love seeing the real you, so don’t be afraid to express your unique perspective and experiences that make you a great fit for the role.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with what we’re looking for. Refer to specific points in the job description to show us why you’re the perfect match for the Associate Director position.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and long-winded explanations. Make it easy for us to see your qualifications and enthusiasm for the role!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Mazars
✨Know Your Financial Planning Stuff
Make sure you brush up on your technical knowledge of personal tax and financial planning. Be ready to discuss recent trends and how they might impact clients. This shows you're not just qualified, but genuinely interested in the field.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific instances where you identified opportunities for growth or new business. This will demonstrate your ability to generate new work and maintain existing relationships.
✨Have a Local Market Strategy
Since this role involves developing a presence in the local marketplace, come prepared with ideas on how you would attract new clients. Discuss any previous experiences where you successfully built a client base or network in a similar environment.
✨Emphasise Team Collaboration
Forvis Mazars values collaboration, so be ready to talk about how you've worked effectively within a team. Share examples of how you contributed to team goals and supported colleagues, as this aligns with their culture of working together.
