Assistant Financial Planner

Forvis Mazars; Derby; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading professional services network is seeking candidates for a role in Financial Planning at Forvis Mazars. This position offers the opportunity to take responsibility for client solutions while benefiting from funded training toward a Chartered qualification. Successful candidates will enhance their skill set in a collaborative environment, with roles based in Nottingham or Leicester.

Qualifications

• Minimum of 112 UCAS points based on new 2017 UCAS Tariff.
• Grade B or above in GCSE English Language and Maths.

Responsibilities

• Take responsibility for client solutions and ensure deadlines.
• Strive to build skillset to become a financial planner.

Skills

Client Solution Delivery

Financial Planning

Education

2:1 or above in any degree discipline

Level 4 Diploma in Financial Planning or equivalent

Job description

AtForvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works.

Are you looking to make an impact in Financial Planning?

Are you looking to grow our business as if it was your own?

And are you looking for open, engaged and collaborative teams?

Then apply to the role today!

• You will be expected to take responsibility for client solutions and the delivery of these whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.
• We will fund your study towards the Chartered Institute of Insurance Professional qualification.
• For the rest of your training you will be striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right

Skills, knowledge and experience

• A 2:1 or above in any degree discipline
• Ideally, level 4 Diploma in Financial Planning (or equivalent)
• Minimum of 112 UCAS points. This is based on the new 2017 UCAS Tariff.
• Grade B or above in GCSE English Language and Maths.

This role is based out of our Nottingham or Leicester offices

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.

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Created on 22/06/2025 by TN United Kingdom