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For Companies At a Glance
- Tasks: Manage client portfolios and provide tailored financial planning advice.
- Company: Forvis Mazars is a dynamic firm focused on growth and innovation in financial services.
- Benefits: Enjoy hybrid working options and a collaborative team culture.
- Why this job: Make a real impact in financial planning while growing your career in an engaging environment.
- Qualifications: Chartered status and experience in financial planning are essential.
- Other info: Join a forward-thinking team that values your input and ideas.
The predicted salary is between 43200 - 72000 £ per year.
At Forvis Mazars, we are 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 are constantly improving the way we work, so that we enhance the solutions we offer. You will 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.
Chartered Financial Planner employer: MAZARS UK
Contact Detail:
MAZARS UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events, webinars, or workshops to meet potential colleagues and mentors who can provide insights into the role and the company culture at Forvis Mazars.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a Chartered Financial Planner.
✨Tip Number 3
Prepare to discuss how you can contribute to the firm's business development strategy. Think of specific examples from your past experiences where you've successfully identified and pursued planning opportunities.
✨Tip Number 4
Showcase your ability to build and maintain relationships. Be ready to share stories that highlight your interpersonal skills and how you've effectively collaborated with clients and team members in previous roles.
We think you need these skills to ace Chartered Financial Planner
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Chartered Financial Planner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight relevant experiences.
Tailor Your CV: Customise your CV to reflect your experience in financial planning and client management. Use specific examples that demonstrate your ability to manage portfolios and provide financial advice, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to contribute to the firm's growth. Mention how your values align with the company's culture of collaboration and empowerment.
Highlight Relevant Achievements: In both your CV and cover letter, include quantifiable achievements that illustrate your success in previous roles. This could be in terms of client satisfaction, portfolio growth, or successful business development initiatives.
How to prepare for a job interview at MAZARS UK
✨Understand the Company Culture
Before your interview, take some time to research Forvis Mazars and their company culture. They value agility, empowerment, and collaboration, so be prepared to discuss how you embody these traits in your work.
✨Showcase Your Client Management Skills
As a Chartered Financial Planner, you'll be managing a portfolio of clients. Be ready to share specific examples of how you've successfully identified planning opportunities and built strong client relationships in the past.
✨Demonstrate Business Development Acumen
The role involves contributing to the firm's business development strategy. Prepare to discuss your experience with business growth initiatives and how you can help drive the firm's success as if it were your own.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially regarding ad hoc client advisory issues. Think of scenarios where you've had to think on your feet and provide effective solutions under pressure.
