Financial Planner - Associate Director (Sutton)
5 days ago
Sutton
Join Our Team at Forvis Mazars!\n At Forvis Mazars, we are more than just a leading global professional services network; we are a community dedicated to shaping a better future through our audit & assurance, tax, and advisory services. With 14 offices across the UK and a vibrant team of over 3,400 professionals, including 190 partners, we are committed to excellence and innovation. \n When you join us, you’ll become part of a collaborative and inclusive team that supports your growth and encourages you to explore new opportunities. You’ll work with a diverse client base, forge meaningful connections, and gain invaluable experience that transcends your local team. Together, we grow, belong, and impact the world around us. About the Team\n We are excited to announce a newly created role for an Associate Director to support our central London and Sutton offices. This hybrid position allows you to work 1-2 days per week in each location, contributing to our ambitious growth plans alongside a dynamic team of planners and support staff. \n In this role, you will not only deliver high-quality service to our existing clients but also play a crucial part in establishing a local market presence and winning new clients. Key Responsibilities\n\n • Develop a strong presence in the local marketplace with a strategic plan to attract new clients.\n, • Adhere to the Training and Competence Scheme of Forvis Mazars Financial Planning.\n, • Manage a portfolio of existing financial planning clients, identifying and pursuing planning opportunities.\n, • Provide tailored financial planning advice to both Forvis Mazars LLP and externally referred clients.\n, • Collaborate on the growth of the Milton Keynes business alongside the wider Forvis Mazars LLP team.\n, • Stay updated on personal tax and financial planning trends and regulations.\nWhat We Are Looking For\n\n, • Minimum Diploma qualification; ideally a Certified Financial Planner and Chartered Financial Planner.\n, • Strong background in financial planning with proven experience.\n, • Demonstrated ability to generate new business from external clients.\n, • Proactive in managing existing client relationships and developing new ones.\nWhy Join Us?\n If you’re ready to grow, belong, and impact the world around you, we invite you to apply now and become a part of the Forvis Mazars family! Diversity, Equity & Inclusion\n At Forvis Mazars, diversity, equity, and inclusion are at the heart of our values. We celebrate the unique backgrounds, perspectives, and experiences of our team members, knowing that this diversity leads to better outcomes for our clients. We strive to attract, develop, and retain the best talent, regardless of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, or faith. \n We select candidates based on their skills, knowledge, qualifications, and experience, and we are committed to supporting all team members in reaching their full potential. Join us in an environment where you can grow your skills, belong to a team that values your ideas, and make a meaningful impact!