Financial Planner - Associate Director (Sutton)

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Position Overview

The role of Financial Planner - Associate Director at Forvis Mazars is a significant opportunity tailored for experienced professionals in the financial planning sector. This position is strategically created to bolster the financial planning team in both the Sutton and London offices. It embodies a hybrid working model, where employees are expected to work 1-2 days per week in each location, combining the benefits of on-site collaboration with the flexibility of remote work.

Responsibilities

In this leadership role, you will contribute actively to the financial planning team, focusing on maintaining a strong service level for existing clients while also driving efforts to attract new clientele. Your key responsibilities will include:

• Developing a comprehensive strategy to establish a local market presence.
• Complying with the Training and Competence Scheme set forth by Forvis Mazars Financial Planning.
• Managing a portfolio of existing clients and identifying new financial planning opportunities.
• Providing specialized financial planning advice to both Forvis Mazars LLP and external clients.
• Collaborating closely with the growth initiatives of the Milton Keynes business alongside the larger Forvis Mazars operations.
• Staying updated on the latest trends in personal tax and financial planning to offer the most relevant advice.

This role is essential for the company's growth ambitions, aligning both organizational objectives and client service standards.

Required Skills

Candidates for this position should ideally possess the following qualifications and attributes:

• A minimum of a Diploma in Financial Planning; advanced qualifications such as Certified Financial Planner (CFP) or Chartered Financial Planner are preferred.
• Robust experience within financial planning, demonstrating a track record of generating new clientele from networks outside existing client bases.
• Proficiency in proactively managing client relations with a focus on service excellence and relationship development.

These qualifications ensure that successful candidates will not only fit into the current team dynamics but will also add value by driving significant growth.

Company Culture and Values

At Forvis Mazars, there is a strong emphasis on fostering an environment that allows employees to grow, belong, and make a meaningful impact. The organization encourages diversity and inclusion, believing that individual perspectives enhance creativity and collaboration within teams. They embrace of ideas and innovative thinking is at the core of their operational ethos, making them a fitting choice for those looking for a stimulating workplace.

Salary and Benefits

Although specific salary figures have not been explicitly stated in the job listing, Forvis Mazars is recognized for being a fair and competitive employer. Salaries are determined based on experience and industry benchmarks. Additional benefits include:

• Annual performance-based bonuses and regular salary reviews.
• Hybrid working options that allow for a better work-life balance.
• Opportunities for career progression, ensuring employees can advance in their professional journeys.
• A comprehensive benefits package that includes wellbeing support, highlighting the firm’s commitment to taking care of its employees’ needs.

The absence of a specified salary indicates that compensation will be tailored according to the candidate’s experience, making it advantageous for individuals with extensive backgrounds in finance.

Location Details

The job is based in Sutton, Greater London, with access to convenient transportation links. The employer has two offices:

• London Office: Positioned at 30 Old Bailey, London, EC4M 7AU, this office is moments away from key transit points including City Thameslink, St Paul's, and Farringdon stations.

• Sutton Office: Located at 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS, this branch is just a short walk from Sutton railway station, making it easily accessible for commuters. The area is complemented with amenities like shops, cafés, and parks.

Conclusion

In conclusion, the Financial Planner - Associate Director position at Forvis Mazars offers a dynamic role for seasoned professionals wishing to make their mark in the financial planning landscape. With a focus on innovation, client growth, and teamwork in a supportive work environment, this role presents an exciting career path for individuals committed to excellence in financial services.

This job offer was originally published on jooble.com