Forvis Mazars in the UK
Financial Planner - Associate Director
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Financial Planner - Associate Director
**Associate Director – Financial Planning | Forvis Mazars
About Forvis Mazars
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. With 14 offices across the UK, we support over 3,400 professionals, including 190 partners, who share a commitment to shaping a better future.
You’ll join a collaborative and inclusive team, where you can:
- Grow your skills and explore career opportunities
- Contribute meaningfully from day one
- Work with a diverse client base while developing impactful connections
- Gain experience that extends beyond your local team
Our promise: Together, we grow, belong, and impact.
About the Team
This Associate Director role is a newly created hybrid position, split between our London and Sutton offices (1–2 days a week in each location). Reporting to the Financial Planning team, you’ll support growth initiatives while balancing existing client obligations. As part of a growing team of planners and support staff, your double responsibility will be:
- Ensuring consistent, high-quality service to an expanding client base
- Securing and cultivating a strong local market presence to attract new clients
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About the Role
Key responsibilities include:
-
Market development & new business generation:
- Build or enhance local market visibility and design a strategy to win new clients
- Comply with Forvis Mazars’ Training and Competence Scheme (Financial Planning)
-
Client portfolio management:
- Take ownership of a portfolio of existing financial planning clients, identifying and pursuing opportunities
-
Technical excellence & client collaboration:
- Deliver tailored financial planning advice to both internal and externally referred clients
- Support the growth of the Milton Keynes business, working with the wider Forvis Mazars network
-
Continuous professional development:
- Maintain up-to-date knowledge of personal tax strategies, financial planning regulations, and industry trends
Requirements
Qualification & experience:
- Diploma qualification as a minimum requirement
- Ideally: Certified Financial Planner or Chartered Financial Planner
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Experience & skills:
- Proven financial planning expertise, with a track record in securing new external business
- Ability to proactively manage client relationships, both current and new
Benefits & Culture
Forvis Mazars fosters a culture where:
- Diversity, Equity & Inclusion (DEI) are at our core. We value backgrounds, perspectives, and experiences which drive exceptional client outcomes.
- Inclusive recruitment: We assess candidates solely on skills, knowledge, qualifications, and experience, supporting all team members to reach their potential.
- Growth & impact: You’ll work in a team that values your input, where bold ideas and unique perspectives are welcomed.
- Hybrid working & global exposure: Belong to a local team while gaining cross-office and cross-industry experience.
(Note: System transition underway – minor delays possible while we refine our recruitment platform.)
Ready to grow, belong, and impact? Apply now and join a network shaping a better future—your story starts here.
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