Assistant Financial Planner

Helpmesettle; Nottingham, Leicester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading global professional services firm seeks candidates for an exciting opportunity in Financial Planning in Nottingham. The role focuses on delivering client solutions while pursuing a Chartered qualification, offering solid support for skill development and career progression in a collaborative team environment.

Qualifications

• Degree discipline must be at least a 2:1.
• Funded training leading to Chartered Institute of Insurance qualification.
• Work towards becoming a qualified financial planner.

Responsibilities

• Responsible for client solutions and ensuring deadlines are met.
• Provide excellent client service in a compliant manner.
• Engage in training to build skills.

Skills

Client Service

Financial Planning

Collaboration

Education

2:1 degree or above in any discipline

Level 4 Diploma in Financial Planning (ideally)

112 UCAS points

Grade B or above in GCSE English Language and Maths

Job description

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage our people to feel empowered to shape the future of the firm. We're constantly improving our work methods to enhance the solutions we offer. You will have a significant say in how your role and team operate.

Are you eager to make an impact in Financial Planning?

Do you want to grow our business as if it were your own?

Are you looking for open, engaged, and collaborative teams?

If so, apply for this role today!

• You will be responsible for client solutions and their delivery, ensuring deadlines are met while providing excellent client service in a compliant manner.
• We will fund your studies towards the Chartered Institute of Insurance Professional qualification.
• Throughout your training, you will work towards building your skills to become a qualified financial planner at Forvis Mazars.

Skills, knowledge, and experience

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

This role is based in our Nottingham or Leicester offices

About Forvis Mazars

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

We celebrate individuality and thrive on teamwork. We empower our people to make meaningful contributions to our shared purpose. We support each other to deliver quality, create change, and make an impact, helping everyone reach their full potential. More details can be found on our website.