Associate Director and Chartered Financial Planner

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works.

Are you looking to make an impact in Financial Planning? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today!

About the team

'I have been with Forvis Mazars for 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. '(David Baker, Partner, Head of Financial Planning)

We are one of the UK's leading, purely fee based, Independent Financial Advisers. We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, protection and tax planning.

This is a senior appointment to work alongside our Financial Planning Partner, to deliver a high-quality service to existing clients and assist in winning new clients. The role has potential for the successful candidate to progress to more senior leadership levels.

Bringing a complimentary specialism, business network and/or professional connections to the Financial Planning team is desirable. The goal is to continue to build our financial planning business.

To increase the profile of FMFP within Forvis Mazars LLP and the wider business and professional community and to contribute in the development of the business. Are you looking to make an impact in Financial Planning?

About the role

• Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued
• Provide appropriate financial planning advice to internally and externally referred clients.
• Continuous development of relationships with the firm's staff and partners
• Involvement in the execution of the firm's business development strategy both internally and externally
• Be responsible for the delivery of your part in the growth plans for the business.
• Deal with ad hoc client advisory and planning issues as they arise on the client portfolio

What are we looking for?

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner
• Holds substantial financial planning experience
• Ability to proactively manage existing client relationships and to develop new relationships
• Ability to demonstrate an understanding of risk management issues
• Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.

A hybrid role, the expectation is for the successful individual to work across our London South (Sutton) office and our London office at 30 Old Bailey as well as remotely and from our clients location. Our Sutton office is located in Sutton Plaza and serves as our UK international business hub. Just 30 minutes from Central London, we serve clients across Surrey, Sussex, and beyond.

Our London office, based at 30 Old Bailey, is at the heart of the UK's capital, close to City Thameslink station. We offer tailored services, leveraging our national and international expertise to meet the unique needs of businesses in this global hub.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

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