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- 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 with excellent 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 employer: MAZARS UK
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
✨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 hunt for a Senior Financial Planner role. You never know who might have the inside scoop on opportunities or can refer you directly.
✨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
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds and shows your professionalism.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you a leg up in the process, so don’t miss out on that chance!
We think you need these skills to ace Senior Financial Planner & Growth Leader (Hybrid) in Sutton
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 and how you can manage a client portfolio while generating new business. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've made an impact in previous roles. We love seeing how you've contributed to growth and success.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need about the position there!
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 role contributes to it. This not only shows your interest but also your strategic thinking skills, which are crucial for a growth leader.
