With us, 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 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.
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 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.
Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are 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'll 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.
Sutton Office Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS.