Financial Planner - Associate Director

Forvis Mazars is a leading global professional services network providing audit and assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.You''ll join a collaborative and inclusive team where you''re supported to grow your skills, explore new opportunities , and contribute from day one. You''ll work with a diverse client base, develop meaningful connections , and gain experience that extends beyond your local team . Together , we grow, belong and impact.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). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have 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 .About the roleBring 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 ..... full job details .....