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...

Ready to Apply?

Submit your application today and join our talented team at Forvis Mazars LLP.