Aspiring Financial Planner Graduate Trainee

Forvis Mazars Financial Planning Limited; Leeds; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Funded professional study (CII)

Buddy and mentoring support

Structured graduate training

Client-facing experience

Job summary

Forvis Mazars invites applications for its Financial Planning Trainee programme. You will develop core financial planning skills, work with clients, and build relationships while studying for professional qualifications. You’ll join a supportive team and gain practical client exposure from day one.

Expect a structured graduate development path with mentoring, buddy support, and access to learning resources across our UK offices.

Qualifications

• Build client relationships and support conversations shaping financial futures.
• Develop problem-solving and data-driven advice for clients’ goals.
• Prepare for professional study and exams through structured training.

Responsibilities

• Meet with clients and support conversations shaping their financial future.
• Build trusted long-term relationships with individuals and families through life stages.
• Help clients achieve goals like home buying, retirement, wealth growth and protection.
• Research investment and planning solutions and tailor recommendations to clients.

Skills

Relationship-building

Problem-solving

Commercial thinking

Communication skills

Education

GCSE Maths and English (Grade 4/C)

UCAS tariff points 112 (top three)

2:1 degree classification

Tools

Funded CII study

Job description

Forvis Mazars invites applications for its Financial Planning Trainee programme. You will develop core financial planning skills, work with clients, and build relationships while studying for professional qualifications. You’ll join a supportive team and gain practical client exposure from day one.

Expect a structured graduate development path with mentoring, buddy support, and access to learning resources across our UK offices.