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Chartered financial planner - associate director

Newport Pagnell
Forvis Mazars
Chartered financial planner
Posted: 20 July
Offer description

Chartered Financial Planner - Associate Director, Newport Pagnell


Client:

Forvis Mazars


Location:

Newport Pagnell


Job Category:

Other


EU work permit required:

Yes


Job Reference:

278660f0c530


Job Views:

8


Posted:

18.07.2025


Expiry Date:

01.09.2025


Job Description:

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 various sectors and geographies, providing opportunities to develop your skills for lifelong professional growth.

This Associate Director role is based in our Milton Keynes financial planning team. You will be part of a team of 6 planners and support staff, focusing on delivering high-quality service to existing clients while also actively seeking new clients to support our growth plans.

The main objective is to lead growth through acquiring new clients via external and internal contacts in Milton Keynes, aligning with the firm's strategic goals. Increasing the profile of Financial Planning within Mazars LLP and the broader professional community is also a key focus, along with contributing to the development of our Private Client services.

Key responsibilities include:

* Establish or develop a local market presence and create strategies to attract new clients.
* Comply with Forvis Mazars Financial Planning's Training and Competence Scheme.
* Manage a portfolio of existing clients, identifying and pursuing planning opportunities.
* Provide financial planning advice to clients both within Forvis Mazars LLP and externally referred clients.
* Collaborate with the wider Milton Keynes team to grow the business.
* Develop and maintain strong relationships with staff and partners within Forvis Mazars LLP.
* Increase client penetration within Forvis Mazars LLP.
* Maintain up-to-date technical knowledge in personal tax and financial planning.

Candidate requirements:

* Minimum Diploma qualification; ideally Certified Financial Planner and Chartered Financial Planner.
* Strong experience in financial planning.
* Excellent communication skills, both oral and written.
* Proven ability to generate new business externally.
* Organised, adaptable, with a commercial mindset.
* Ability to exercise judgment and work independently.
* Skilled in managing existing relationships and developing new ones.

At Forvis Mazars, we are a diverse, multicultural team committed to inclusion and professional growth. We support our employees in reaching their full potential and fostering an inclusive environment where everyone can thrive. For more information, please visit our website or contact us for accessibility support during your application process.

Note: If you are not a passport holder of the country where the vacancy is located, you may need a work permit. Please check our blog for more details.

Applications should be submitted via the 'Apply now' button. Do not include bank or payment details in your application.

Created on 18/07/2025 by TN United Kingdom

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