Assistant Financial Planner

ZipRecruiter; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A global financial services network seeks an Assistant Financial Planner to enhance client solutions within a collaborative environment. This role encourages personal contribution while supporting professional growth, including funding for financial qualifications. Based in Nottingham or Leicester, ideal candidates will possess strong academic backgrounds in related fields.

Qualifications

• A degree at 2:1 or above is required.
• Ideally possess a level 4 Diploma in Financial Planning.
• Minimum of 112 UCAS points based on the 2017 UCAS Tariff.

Responsibilities

• Take responsibility for client solutions and service delivery.
• Fund study towards the Chartered Institute of Insurance qualification.
• Develop skills to become a financial planner at Forvis Mazars.

Skills

Client service delivery

Financial planning

Education

2:1 or above in any degree discipline

Level 4 Diploma in Financial Planning (or equivalent)

Grade B or above in GCSE English

Grade B or above in GCSE Maths

Job description

Job Description
Assistant Financial Planner (4604)

At Forvis 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!

Roles & responsibilities

• 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 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.

Documents

• FM - 4604 - Assistant Financial Planner JD.pdf (56.18 KB)