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- Tasks: Manage private client portfolios and deliver top-notch financial planning solutions.
- Company: Global professional services network with a strong reputation.
- Benefits: Competitive pay, performance bonuses, and hybrid working options.
- Why this job: Lead a team and make a real difference in clients' financial futures.
- Qualifications: Over 5 years of financial advising experience and proven leadership skills.
- Other info: Supportive environment with excellent career growth opportunities.
The predicted salary is between 48000 - 72000 £ per year.
A global professional services network is seeking a Financial Planning Director in Edinburgh to manage high-quality private client portfolios, deliver comprehensive financial planning solutions, and lead a team. The role requires over 5 years of experience in financial advising, a strong understanding of investment and tax planning, and proven leadership skills.
Offering competitive pay, performance bonuses, and opportunities for hybrid working, this position promises career growth and a supportive environment.
Director of Private Client Financial Planning employer: MAZARS UK
Contact Detail:
MAZARS UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Private Client Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at our company. A personal recommendation can really make you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your leadership skills and financial knowledge. We want to see how you can manage portfolios and lead a team effectively, so be ready to share examples from your experience.
✨Tip Number 3
Show us your passion for private client financial planning! During interviews, talk about what excites you about helping clients achieve their financial goals and how you stay updated on investment and tax planning trends.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Director of Private Client Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your leadership experience and expertise in financial advising 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 your background aligns with our needs. Be sure to mention your understanding of investment and tax planning.
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Quantify your achievements where possible, like how you improved client portfolios or led a successful team project. We love to see results!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at MAZARS UK
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around investment and tax strategies. Be ready to discuss specific cases where you've successfully managed client portfolios and how you approached complex financial situations.
✨Showcase Your Leadership Skills
As a Director, you'll need to demonstrate your leadership abilities. Prepare examples of how you've led teams in the past, resolved conflicts, and motivated others to achieve their goals. Highlight any mentoring or coaching experiences you've had.
✨Understand the Company Culture
Research the global professional services network and understand their values and culture. Be prepared to explain how your personal values align with theirs and how you can contribute to a supportive environment for both clients and team members.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the role, team dynamics, and growth opportunities within the company. This shows your genuine interest and helps you assess if it's the right fit for you.
