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For Companies At a Glance
- Tasks: Manage client portfolios and provide tailored financial planning advice.
- Company: Forvis Mazars is a global leader in professional services, operating in over 100 countries.
- Benefits: Enjoy hybrid working options and a collaborative team environment.
- Why this job: Make a real impact in financial planning while growing your career in a supportive culture.
- Qualifications: Diploma qualified, ideally Certified Financial Planner with substantial experience.
- Other info: Join a team that values individuality and teamwork, empowering you to contribute meaningfully.
The predicted salary is between 28800 - 48000 £ per year.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered and that they belong to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works so you can make an impact on our business.
Are you looking to make your mark in Financial Planning? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And are you looking for a hybrid office/remote working environment? Then apply to the role today!
Roles & Responsibilities
- Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued.
- Provide appropriate financial planning advice to internally and externally referred clients.
- Continuous development of relationships with the firm's staff and partners.
- Involvement in the execution of the firm's business development strategy both internally and externally.
- Be responsible for the delivery of your part in the growth plans for the business.
- Deal with ad hoc client advisory and planning issues as they arise on the client portfolio.
Skills, knowledge and experience
- Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner.
- Holds substantial financial planning experience.
- Ability to proactively manage existing client relationships and to develop new relationships.
- Ability to demonstrate an understanding of risk management issues.
- Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team.
About Forvis Mazars
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential.
Associate Director and Chartered Financial Planner employer: Job Traffic
Contact Detail:
Job Traffic Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director and Chartered Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, webinars, or workshops where you can meet potential colleagues and clients. Building relationships can help you get noticed and may lead to referrals.
✨Tip Number 2
Showcase your expertise by engaging in discussions on platforms like LinkedIn. Share insights on financial planning trends, risk management, and client relationship strategies. This will position you as a knowledgeable candidate and attract attention from hiring managers.
✨Tip Number 3
Research Forvis Mazars thoroughly. Understand their business model, values, and recent developments. Tailoring your conversations during interviews to reflect your knowledge about the company can demonstrate your genuine interest and alignment with their goals.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client portfolios and developed new business opportunities in the past. Highlighting your achievements will help you stand out as a candidate who can contribute to the firm's growth.
We think you need these skills to ace Associate Director and Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and skills required for the Associate Director and Chartered Financial Planner position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise your financial planning experience, particularly any management of client portfolios and business development strategies. Use specific examples to demonstrate your ability to manage relationships and identify planning opportunities.
Showcase Your Qualifications: Make sure to clearly state your qualifications, such as your Diploma and any certifications like Certified Financial Planner or Chartered Financial Planner. This will help establish your credibility and suitability for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work at Forvis Mazars and how you can contribute to their goals, especially in terms of growth and collaboration.
How to prepare for a job interview at Job Traffic
✨Showcase Your Financial Expertise
As an Associate Director and Chartered Financial Planner, it's crucial to demonstrate your extensive knowledge in financial planning. Be prepared to discuss your qualifications, such as your Diploma and any certifications, and share specific examples of how you've successfully managed client portfolios in the past.
✨Emphasise Relationship Management Skills
This role requires strong relationship-building abilities. During the interview, highlight your experience in developing and maintaining client relationships. Share anecdotes that illustrate your proactive approach to identifying planning opportunities and addressing client needs.
✨Align with Company Values
Forvis Mazars values agility, collaboration, and empowerment. Research the company culture and be ready to discuss how your personal values align with theirs. Show enthusiasm for contributing to their business development strategy and how you can make a positive impact on their team.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle ad hoc client advisory issues. Practice articulating your thought process and decision-making strategies in these situations, demonstrating your understanding of risk management and business proposals.
