Associate Director, Finance

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. p>

Are you looking to make an impact in Financial Planning? David Baker, Partner, Head of Financial Planning)

We are one of the UK's leading, purely 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.

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.
• Deal with ad hoc client advisory and planning issues as they arise on the client portfolio.
• 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.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: p>

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.

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. p>

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 international expertise to meet the unique needs of businesses in this global hub.