Financial Planner - Associate Director

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). It supports the financial planning team and contributes towards our growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team has a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients.

• Bring or develop a presence in the local marketplace and have a plan of how to win new clients.
• Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.
• Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued.
• Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients.
• Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business.

• Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters.
• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner.
• Holds strong financial planning experience.
• Evidence of ability to generate new work from new client found externally to an existing client book.
• Ability to proactively manage existing client relationships and to develop new relationships.

At Forvis Mazars, we’re always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. We’ll support you to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you’ll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We’re united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. You’ll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We pride ourselves on being a fair and competitive employer. Our compensation includes a competitive salary based on experience and benchmarking, an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You’ll enjoy hybrid working options, allowing you to maintain a healthy work‑life balance, along with clear career progression opportunities that support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?