Associate Financial Planner

MAZARS LLP; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global professional services network in Birmingham is seeking individuals for a Financial Planning role. You will develop strategies aligned with client goals, draft financial reports, and work towards professional qualifications. Ideal candidates possess strong literacy and numeracy skills, demonstrate adaptability, and are eager to grow within a supportive and collaborative environment.

Qualifications

• Aspiring to attain Chartered Status.
• Experience in financial planning preferred.

Responsibilities

• Develop financial planning strategies for clients.
• Draft client-centric financial planning reports.
• Perform cash flow modelling and tax calculations.

Skills

High literacy skills

High numeracy skills

Solution-oriented mindset

Adaptability to changing demands

Education

Level 4 Diploma qualification

Job description

Financial Planning Role

Develop financial planning strategies aligned with clients' needs, goals, and objectives, in collaboration with the financial planner.

Draft client-centric financial planning reports to meet or exceed activity targets and comply with regulatory standards.

Additional tasks include cash flow modelling, tax calculations, and liaising with product providers.

You will be working towards Level 4 Diploma qualification or already qualified, with aspirations to attain Chartered Status. The company fully supports your professional development towards Planner status.

Essential skills include high literacy and numeracy skills, both written and verbal.

A solution-oriented mindset and adaptability to changing demands are crucial.

About Forvis Mazars

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. In the UK, it spans 14 offices with over 3,400 professionals and 190 partners. The firm is committed to shaping a better future.

Join a collaborative and inclusive team where you can grow your skills, explore new opportunities, and contribute from day one. Work with a diverse client base, develop meaningful connections, and gain extensive experience. We foster a culture of growth, belonging, and impact.

If you're eager to make an impact in Financial Planning, grow our business, and thrive in open and collaborative teams, consider joining us. Forvis Mazars operates under a unified global brand, with a presence in over 100 countries. We celebrate individuality, support teamwork, and encourage personal contributions to our shared purpose.