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Associate Director and Chartered Financial Planner, Sutton

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Client:

Forvis Mazars

Location:

Sutton, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8dc96ee40e6d

Job Views:

23

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered, and belong to the future direction of the firm. We're constantly improving our work methods to enhance our solutions. You'll have a significant say in how your role and team operate, enabling you to make an impact on our business.

Are you looking to make your mark in Financial Planning?

Are you seeking to grow our business as if it were your own?

Are you interested in open, engaged, and collaborative teams?

And do you prefer a hybrid office/remote working environment?

If so, apply today!

• Manage a portfolio of existing clients, ensuring planning opportunities are identified and pursued where appropriate.
• Provide appropriate financial planning advice to both internal and external clients.
• Develop and maintain relationships with the firm's staff and partners.
• Participate in executing the firm's business development strategy internally and externally.
• Contribute to the growth plans of the business.
• Handle ad hoc client advisory and planning issues as they arise.

Skills, knowledge, and experience

• Minimum Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner.
• Extensive financial planning experience.
• Proactive management of existing client relationships and development of new ones.
• Understanding of risk management issues.
• Ability to contribute to business proposals and identify new business opportunities.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with two members: Forvis Mazars LLP in the US and Forvis Mazars Group SC, operating in over 100 countries and territories.

We celebrate individuality and teamwork, giving people the freedom to contribute to our shared purpose. We support one another to deliver quality, create change, and make an impact, helping everyone reach their full potential. More details can be found on our website.