Chartered Financial Planner - Associate Director (4995)
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.
This is a Associate Director appointment is to 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. Whilst the team have a significant number of existing client to deliver a high-quality service to, the main focus of the role will be to provide a local market presence and to focus on winning new clients.
The goal is to lead the growth from new clients form external and internally made contacts in our Milton Keynes business in alignment with the firms strategic growth plan. A big part of this will be to increase the profile of Financial Planning at Forvis Mazars within Mazars LLP and the wider business and professional community and to contribute in the development of Forvis Mazars Private Client services.
About the role
1. Bring or develop a presence in the local market place and have a plan in how to win new clients.