At a Glance
- Tasks: Manage financial planning clients and develop new business opportunities.
- Company: Forvis Mazars, a leading global professional services network.
- Benefits: Hybrid work model, diverse team, and opportunities for professional growth.
- Other info: Emphasis on diversity, equity, and inclusion in the workplace.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Diploma qualified with strong financial planning experience.
The predicted salary is between 59400 - 72600 £ per year.
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services.
You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team.
About the team The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location).
Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning newclients.
About the role Bring or develop a presence in the local marketplace and have a plan of how to win newclients.
Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning.
Management of a portfolio of existing financialplanningclients, ensuring that planningopportunities are identified and, where appropriate, pursued Provide appropriatefinancialplanning 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 financialplanning and related matters What we are looking for Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financialplanning experience Evidence of ability to generate new work from new client found externally to an existing client book.
Diversity, Equity & Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values.
We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients.
We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith.
- Summary
- Type: Full time
Financial Associate Director in Ely employer: Forvis Mazars
Forvis Mazars is an exceptional employer that prioritises employee growth and development within a dynamic and inclusive work culture. Located in Birmingham, our team thrives on collaboration and innovation, offering extensive training opportunities and the chance to work with a diverse client base. Join us to be part of a supportive environment where your contributions are valued, and you can make a meaningful impact on the success of SME businesses.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Associate Director in Ely
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Forvis Mazars. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Associate Director in Ely
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Forvis Mazars.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Forvis Mazars's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Forvis Mazars
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Forvis Mazars.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Forvis Mazars will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Forvis Mazars employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
