Associate Director and Chartered Financial Planner

At Forvis Mazars,we're agile enough to embrace change and deliver impact. This meanswe encourage people to feel empowered to be part of the futuredirection 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 sayin the way your role and your team works.

Are you looking to make animpact in Financial Planning?

Areyou looking to grow our business as if it was yourown?

Are you looking for open,engaged and collaborative teams?

And areyou looking for a hybrid office/remote workingenvironment?

Then apply to the roletoday!

Roles &Responsibilities

• Management of a portfolio of existing clients, ensuringthat planning opportunities are identified and, where appropriate,pursued
• Provide appropriate financial planningadvice to internally and externally referred clients.
• Continuous development of relationships with the firm'sstaff and partners
• Involvement in theexecution of the firm's business development strategy bothinternally and externally
• Be responsible forthe delivery of your part in the growth plans for thebusiness.
• Deal with ad hoc client advisory andplanning issues as they arise on the client portfolio

Skills, knowledge andexperience

• Diplomaqualified as a minimum, ideally Certified Financial Planner andChartered Financial Planner
• Holds substantialfinancial planning experience
• Ability toproactively manage existing client relationships and to develop newrelationships
• Ability to demonstrate anunderstanding of risk management issues
• Ability to contribute to business proposals and to bringbusiness opportunities to the attention of the appropriate memberof the team.

About Forvis Mazars

Forvis Mazars is a leading global professional servicesnetwork. The network operates under a single brand worldwide, withjust two members: Forvis Mazars LLP in the United States and ForvisMazars Group SC, an internationally integrated partnershipoperating in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive onteamwork. We give people the freedom to make a personalcontribution to our shared purpose. We support one another todeliver quality, create change and make an impact so that everyonecan reach their full potential, further details can be found on ourwebsite.