Associate Financial Planner

Forvis Mazars; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global professional services firm in Birmingham seeks an aspiring Financial Planner to develop strategies and report for clients. Ideal candidates will be working towards or hold a Level 4 Diploma and possess strong literacy and numeracy skills. This role emphasizes collaboration and the opportunity for professional growth towards Chartered Status in a supportive environment.

Qualifications

• Working towards Level 4 Diploma or already qualified.
• Aspire to move on to Chartered Status.
• Ability to adapt to changing demands and priorities.

Responsibilities

• Develop financial planning strategies in line with client needs.
• Draft client-centric financial planning reports.
• Perform cash flow modeling and tax calculations.

Skills

Financial planning strategies

Cash flow modeling

Tax calculations

High level of literacy and numeracy

Solution mindset

Education

Level 4 Diploma

Job description

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Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

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!

• Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner.
• Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc.

Skills, knowledge and experience

• You will be working towards level 4 Diploma qualified or qualified already, with an aspiration to move on to Chartered Status. Any further progress in this regard will be fully supported by the company our aim is to develop you through to Planner status.
• Critical to the role are a high level of literacy and numeracy, both written and verbal.
• A ‘solution' mindset and adaptable to changing demands and priorities.

This role is based out of our Birmingham 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.