Financial Planner - Associate Director

Introduction

Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. In the UK we operate 14 offices and employ over 3,400 professionals, with 190 partners.

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). The team is a growing group of planners and support staff, serving a significant number of existing clients while also focusing on winning new clients to support our growth plans.

About the Role

Bring or develop a presence in the local marketplace and have a plan for how to win new clients. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning. Manage a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued. Provide appropriate financial p...