Aspiring Financial Planner – Trainee Role

Forvis Mazars Financial Planning Limited; Glasgow; On-site; GBP 21,000 - 27,000; Full time

Job summary

Forvis Mazars is recruiting a Trainee Financial Planner in Glasgow or Edinburgh. The role provides support to financial planners in managing a portfolio of existing clients and helps identify new prospects, assisting in the preparation of proposals and engagement documents.

You will work within a collaborative team, supporting planning solutions while developing your professional qualifications. The position emphasizes learning across technical planning, client servicing and business

Qualifications

• Working towards or holding relevant financial planning qualifications.
• Strong written and verbal communication skills are essential.
• Ability to manage multiple priorities and collaborate with teams.

Responsibilities

• Support Financial Planners in managing a portfolio of existing clients.
• Assist with ongoing financial planning services and ad hoc requests.
• Help prepare client meeting documentation and follow-up actions.
• Assist with annual reviews and client servicing activities.
• Maintain accurate client records and up-to-date documentation.
• Support research on investment, pension, protection and estate planning solutions.

Skills

Financial planning knowledge

Communication skills

Attention to detail

Collaborative work

Education

Working towards or holding financial planning qualifications

Job description

Forvis Mazars is recruiting a Trainee Financial Planner in Glasgow or Edinburgh. The role provides support to financial planners in managing a portfolio of existing clients and helps identify new prospects, assisting in the preparation of proposals and engagement documents.

You will work within a collaborative team, supporting planning solutions while developing your professional qualifications. The position emphasizes learning across technical planning, client servicing and business