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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, fostering teamwork and individuality.
- Benefits: Enjoy a hybrid work environment with opportunities for personal growth and empowerment.
- Why this job: Make a real impact in financial planning while collaborating with engaged teams.
- Qualifications: Minimum Diploma; Certified Financial Planner preferred with extensive financial planning experience.
- Other info: Join a dynamic firm that values innovation and continuous improvement.
The predicted salary is between 48000 - 72000 £ per year.
At Forvis Mazars, we are agile enough to embrace change and deliver impact. We encourage our people to grow, feel empowered, and belong to the future direction of the firm. We are continuously improving our work methods to enhance our solutions. You will have a significant influence on your role and team, enabling you to make a meaningful impact on our business.
Are you aiming to make your mark in Financial Planning? Are you looking to grow our business as if it were your own? Do you want to be part of open, engaged, and collaborative teams? Are you interested in a hybrid office/remote working environment? Then apply to this role today!
Roles & Responsibilities- Manage a portfolio of existing clients, ensuring that planning opportunities are identified and pursued appropriately.
- Provide suitable financial planning advice to both internal and external referred clients.
- Develop and maintain relationships with the firm's staff and partners.
- Contribute to the execution of the firm's business development strategy internally and externally.
- Be responsible for delivering your part of the business growth plans.
- Handle ad hoc client advisory and planning issues as they arise within your client portfolio.
- Minimum Diploma qualification, ideally Certified Financial Planner and Chartered Financial Planner.
- Extensive experience in financial planning.
- Proactive in managing existing client relationships and developing new ones.
- Understanding of risk management issues.
- Ability to contribute to business proposals and identify new business opportunities.
Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with two main entities: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories. We celebrate individuality and thrive on teamwork. We empower our people to contribute personally to our shared purpose, support one another, and deliver quality and impact.
Contact Detail:
Job Traffic Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director and Chartered Financial Planner (4204) | Sutton, UK
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work at Forvis Mazars or similar firms. Attend industry events and engage on platforms like LinkedIn to build connections that could lead to referrals.
✨Tip Number 2
Research the latest trends in financial planning and risk management. Being knowledgeable about current market conditions and innovative strategies will help you stand out during discussions with potential employers.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and developing new business opportunities. Have specific examples ready that demonstrate your proactive approach and success in these areas.
✨Tip Number 4
Familiarise yourself with Forvis Mazars' business development strategy and values. Tailoring your conversations to align with their goals will show your genuine interest in contributing to their growth.
We think you need these skills to ace Associate Director and Chartered Financial Planner (4204) | Sutton, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client relationship management. Use specific examples that demonstrate your ability to manage a portfolio and develop new business opportunities.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial planning and your proactive approach to client relationships. Mention how your values align with those of Forvis Mazars and express your enthusiasm for contributing to their business growth.
Highlight Relevant Qualifications: 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 expertise in the field.
Showcase Your Business Development Skills: In your application, provide examples of how you have contributed to business development strategies in previous roles. This could include successful client acquisition or innovative financial solutions you've implemented.
How to prepare for a job interview at Job Traffic
✨Showcase Your Financial Expertise
Make sure to highlight your qualifications, especially your Diploma and any certifications like Certified Financial Planner or Chartered Financial Planner. Be prepared to discuss your extensive experience in financial planning and how it can benefit the firm.
✨Demonstrate Relationship Management Skills
Since managing client relationships is key for this role, come ready with examples of how you've successfully developed and maintained client relationships in the past. This will show your proactive approach and ability to grow the business.
✨Understand the Company Culture
Forvis Mazars values teamwork and collaboration, so be sure to express your enthusiasm for working in an open and engaged environment. Share experiences that reflect your ability to work well within a team and contribute to a positive workplace culture.
✨Prepare for Business Development Discussions
As part of the role involves contributing to business development strategies, think about how you can identify new business opportunities. Prepare to discuss any previous experiences where you successfully contributed to business growth or proposals.
