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- Tasks: Manage client relationships and develop new business opportunities in financial planning.
- Company: Leading professional services firm with a focus on growth and client success.
- Benefits: Competitive salary, hybrid work model, and excellent work-life balance.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Diploma in financial planning and strong experience required.
- Other info: Support both London and Sutton offices with great career advancement potential.
The predicted salary is between 43200 - 72000 £ per year.
A leading professional services firm is looking for an Associate Director in Greater London to manage client relationships and develop new business opportunities. This role requires at least a diploma in financial planning and strong experience. You will support both the London and Sutton offices and provide financial planning advice while also ensuring the growth of local business. Enjoy competitive salaries and benefits while working in a hybrid model that promotes work-life balance.
Hybrid London/Sutton Financial Planning Associate Director employer: Forvis Mazars
Contact Detail:
Forvis Mazars Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid London/Sutton Financial Planning Associate Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their approach to client relationships and business development, so you can showcase how you fit into their vision.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Associate Director. Highlight your diploma in financial planning and any relevant achievements that demonstrate your ability to grow local business.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Hybrid London/Sutton Financial Planning Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning qualifications and any relevant client management experience to show us you’re the perfect fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Be sure to mention your experience in developing new business opportunities.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve successfully managed client relationships or contributed to business growth in your previous roles to impress us.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Forvis Mazars
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss your experience and how it relates to managing client relationships and developing new business opportunities. Familiarise yourself with the latest trends in the industry, as this will show your passion and commitment.
✨Showcase Your Relationship Skills
Since this role involves managing client relationships, think of examples where you've successfully built rapport with clients or stakeholders. Prepare to share specific stories that highlight your communication skills and ability to foster long-term partnerships.
✨Understand the Hybrid Model
As the position supports both London and Sutton offices, be prepared to discuss how you would manage your time effectively in a hybrid work environment. Think about how you can maintain strong connections with both teams while ensuring productivity and collaboration.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could include inquiries about the firm's growth strategies or how they support their employees' professional development. Asking questions shows your interest in the role and helps you gauge if the company is the right fit for you.
