Financial Planning - Director

Overview

Financial Planning - Director (5613)

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow
, belong and impact
. 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

Part of our Private Client business, the Financial Planning team provides independent, client-focused financial advice to individuals and families with a wide range of personal and financial needs. Our clients include entrepreneurs and owner-managed businesses, high-net-worth individuals and families, senior executives and professionals, as well as trusts, estates and clients with complex tax and succession planning requirements.

Working closely with colleagues across Tax, Audit and Advisory, the team delivers joined-up, holistic advice that goes beyond traditional financial planning. You will be involved in building and maintaining trusted client relationships, supporting business growth and contributing to the continued development of our Financial Planning offering. From day one, you will gain early responsibility and exposure to high-quality clients, while being supported by experienced leaders in a collaborative and values-driven environment where your ideas are encouraged and your career can develop.

• Client Leadership – Lead and manage a portfolio of high-quality private clients, delivering trusted, independent financial planning advice tailored to individual needs.
• Advisory Oversight – Provide sophisticated financial planning solutions across investments, retirement, protection, estate and succession planning.
• Client Strategy – Develop and implement client strategies aligned to personal objectives, tax considerations, and long-term financial goals.
• Review & Delivery – Oversee the preparation, review and delivery of financial planning advice, ensuring regulatory, technical and firm standards are met.
• Business Development – Generate new leads and prospects through personal networks, intermediaries, and collaboration with colleagues across the firm.
• Team Leadership – Lead, manage and develop Financial Planning colleagues, fostering high performance, engagement and professional development.

• Qualification – Chartered Financial Planner status (or working towards) preferred.
• Advisory Experience – Significant experience in Financial Planning, with a minimum of 5+ years advising private clients.
• Level of Responsibility – Demonstrated experience operating at Director level or in a senior advisory role with leadership responsibility.
• Leadership Experience – Proven ability to lead, manage and develop Financial Planning teams, acting as a positive role model.
• Technical Expertise – Strong technical knowledge across complex planning areas, including investments, pensions, tax-efficient planning and estate planning.
• Business Development – Proven and demonstrable track record of winning new clients and developing sustainable revenue streams.

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.

At Forvis Mazars, we pride ourselves on being a fair and competitive employer. We offer a competitive salary based on experience and benchmarking, an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

• Edinburgh Office – Located in Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP
  . Just a few minutes from Haymarket station with excellent tram and bus links. Close to the historic city centre, offering a perfect mix of heritage and modern business.

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

Documents

• Financial Planning - Director - JD.pdf (145.62 KB)