Senior Financial Planner & Growth Leader (Hybrid) in Sutton Coldfield
Senior Financial Planner & Growth Leader (Hybrid)

Senior Financial Planner & Growth Leader (Hybrid) in Sutton Coldfield

Sutton Coldfield Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client portfolios and drive new business growth in a dynamic environment.
  • Company: Global professional services firm with a strong presence in the UK.
  • Benefits: Competitive salary, flexible working arrangements, and comprehensive wellbeing support.
  • Why this job: Join a leading firm and make a real impact on clients' financial success.
  • Qualifications: Strong financial planning experience and relevant qualifications required.
  • Other info: Hybrid role supporting both London and Sutton offices with career progression opportunities.

The predicted salary is between 43200 - 72000 £ per year.

A global professional services firm in the UK is seeking a Financial Planner - Associate Director to manage a client portfolio and generate new business. The ideal candidate will possess strong financial planning experience and hold necessary qualifications. This hybrid role supports both London and Sutton offices, offering competitive salaries and flexible working arrangements.

Applicants will benefit from career progression opportunities and comprehensive wellbeing support.

Senior Financial Planner & Growth Leader (Hybrid) in Sutton Coldfield employer: MAZARS UK

As a leading global professional services firm, we pride ourselves on fostering a dynamic work culture that prioritises employee wellbeing and career development. With flexible working arrangements and a commitment to supporting your growth, our hybrid role across London and Sutton offers an exceptional opportunity to thrive in a collaborative environment while managing a diverse client portfolio.
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Contact Detail:

MAZARS UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Planner & Growth Leader (Hybrid) in Sutton Coldfield

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world 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! Research the company and its values, especially since they’re a global player. Tailor your answers to show how your experience aligns with their goals, particularly in managing client portfolios and generating new business.

✨Tip Number 3

Showcase your qualifications! Make sure to highlight any relevant certifications or training during conversations. This is your chance to shine and demonstrate that you’ve got what it takes to be a Senior Financial Planner.

✨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 are proactive about their job search!

We think you need these skills to ace Senior Financial Planner & Growth Leader (Hybrid) in Sutton Coldfield

Financial Planning
Client Portfolio Management
Business Development
Qualifications in Finance
Hybrid Working
Career Progression
Wellbeing Support
Strong Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Financial Planner role. Highlight your financial planning experience and any relevant qualifications to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this hybrid role. Share your passion for financial planning and how you can contribute to our team.

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've successfully managed client portfolios or generated new business in the past.

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 keep track of all the amazing candidates like you!

How to prepare for a job interview at MAZARS UK

✨Know Your Numbers

As a Senior Financial Planner, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with the theory but can apply it practically.

✨Showcase Your Client Management Skills

Prepare examples of how you've successfully managed client portfolios in the past. Highlight specific strategies you’ve implemented to grow business and retain clients. This will illustrate your capability to handle the responsibilities of the role.

✨Understand the Company Culture

Research the firm’s values and culture. Be prepared to discuss how your personal values align with theirs. This is especially important in a hybrid role where collaboration and communication are key.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s growth strategy and how the financial planning team contributes to it. This not only shows your interest in the role but also your strategic thinking and eagerness to be part of their success.

Senior Financial Planner & Growth Leader (Hybrid) in Sutton Coldfield
MAZARS UK
Location: Sutton Coldfield

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  • Senior Financial Planner & Growth Leader (Hybrid) in Sutton Coldfield

    Sutton Coldfield
    Full-Time
    43200 - 72000 £ / year (est.)
  • M

    MAZARS UK

    100-200
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