Associate Financial Planner (5084)

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

Job summary

A leading global professional services network is looking for an Associate Financial Planner in Birmingham. This role involves developing financial planning strategies, drafting client-centric reports, and performing analytical tasks related to financial management. Ideal candidates will be pursuing or have achieved a Level 4 Diploma qualification with strong literacy and numeracy skills. The position offers opportunities for professional growth within a collaborative environment.

Qualifications

• Working towards Level 4 Diploma qualification or already qualified.
• High literacy and numeracy skills are essential.
• Adaptable to changing demands.

Responsibilities

• Develop financial planning strategies aligned with client needs and goals.
• Draft client-centric financial reports to meet regulatory standards.
• Perform tasks like cash flow modelling and tax calculations.

Skills

Financial planning strategies

Client-centric financial reports

Cash flow modelling

High literacy and numeracy skills

Solution-oriented mindset

Education

Level 4 Diploma qualification

Job description

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Associate Financial Planner (5084), Birmingham

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Client:

MAZARS LIMITED

Location:

Birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c82733992730

Job Views:

5

Posted:

25.08.2025

Expiry Date:

09.10.2025

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Job Description:

Associate Financial Planner (5084) - Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. We have 14 offices across the UK with over 3,400 professionals and 190 partners. Our purpose is to shape a better future.

Join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. Work with a diverse client base, develop meaningful connections, and gain experience beyond your local team. We grow, belong, and impact together.

Are you looking to make an impact in Financial Planning? Are you eager to grow our business? Do you seek open, engaged, and collaborative teams? If yes, apply today!

Roles & responsibilities

• Develop financial planning strategies aligned with client needs and goals.
• Draft client-centric financial reports to meet activity and regulatory standards.
• Perform tasks like cash flow modelling, tax calculations, and liaising with product providers.

Skills, knowledge, and experience

• You will be working towards Level 4 Diploma qualification or already qualified, with aspirations for Chartered Status. We support your development toward Planner status.
• High literacy and numeracy skills, both written and verbal, are essential.
• Adopt a solution-oriented mindset and be adaptable to changing demands.

This role is based in our Birmingham offices.

About Forvis Mazars

Forvis Mazars is a global professional services network operating under a single brand worldwide. We celebrate individuality, thrive on teamwork, and support personal contributions. More details are available on our website.

Documents:

• FM - 5084 - Associate Financial Planner (KB)

Job ID 5102