Financial Planning Associate Director (Hybrid)

ScreenedHybrid
Sutton
Posted 4 days ago
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About the role

Forvis Mazars in the UK is seeking an Associate Director to lead financial planning initiatives across London and Sutton in a hybrid role (1-2 days per week in each location). You will manage a portfolio of clients, identify opportunities, and provide strategic financial planning advice.

You will help grow the Milton Keynes business alongside the wider firm, maintain current tax and planning knowledge, and demonstrate the ability to win new clients and develop existing relationships.

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