Overview

Join to apply for the Financial Planner - Associate Director role at Mazars UK LLP - formerly CompetitionRx Ltd.

At Forvis Mazars, we’re always looking ahead for our people, our clients and the wider world. You’ll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you’ll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About The Team

The Associate Director appointment will join our Milton Keynes financial planning team and contribute towards our stretching growth plans. You will be part of a team of 6 planners and associated support staff. The main focus of the role will be to provide a local market presence and to focus on winning new clients.

What You'll Do

• Bring 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 identified and, where appropriate, pursued.
• Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients.
• Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business.
• Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters.

What You'll Bring

• Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner.
• Holds strong financial planning experience.
• Evidence of ability to generate new work from new client found externally to an existing client book.
• Ability to proactively manage existing client relationships and to develop new relationships.

What We Offer

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We’re united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you’ll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you’re looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits

We pride ourselves on being a fair and competitive employer. We offer a competitive salary based on experience and benchmarking. We have an annual performance-based bonus and regular salary reviews. You’ll enjoy hybrid working options, ensuring a healthy work-life balance, with clear career progression opportunities and a comprehensive benefits package including wellbeing support.

Location

Milton Keynes Office – Located in The Pinnacle, 160 Midsummer Boulevard, Milton Keynes, MK9 1FF. Just a short walk from Milton Keynes Central station. A well-connected location in a fast-growing commercial hub.

Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales
• Industries: Accounting

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