Associate Financial Planner (5084)

MAZARS LLP; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global professional services network in Birmingham is looking for an Associate Financial Planner. This role involves developing personalized financial planning strategies and drafting reports to meet regulatory standards. Applicants should be working towards a Level 4 Diploma and possess strong literacy and numeracy skills. Join a collaborative team where you can grow your career and make an impact from day one.

Qualifications

• Working towards or already qualified at Level 4 Diploma.
• Essential strong written and verbal communication skills.
• Ability to adapt to changing demands.

Responsibilities

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

Skills

Level 4 Diploma qualification

High literacy and numeracy skills

Solution-focused mindset

Education

Aspirations for Chartered Status

Job description

Associate Financial Planner (5084)

MAZARS LIMITED

Birmingham, United Kingdom

Permanent

Full time

Competitive

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. In the UK, Forvis Mazars operates across 14 offices with over 3,400 professionals and 190 partners. We are committed to shaping a better future through collaboration and inclusivity. Join a team where you are supported to grow your skills, explore new opportunities, and contribute from day one. Work with a diverse client base, develop meaningful connections, and gain extensive experience. Are you eager to make an impact in Financial Planning? Looking to grow our business as if it was your own? Seeking open, engaged, and collaborative teams? Then apply today!

Roles & Responsibilities

• Develop financial planning strategies tailored to client 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.


• Perform tasks such as cash flow modelling, tax calculations, and liaising with product providers.

Skills, Knowledge, and Experience

• Working towards Level 4 Diploma qualification or already qualified, with aspirations for Chartered Status. Support for further progress will be provided, with the goal of developing you to Planner status.


• High literacy and numeracy skills, both written and verbal, are essential.


• A solution-focused mindset and adaptability to changing demands and priorities.

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, with two main entities: Forvis Mazars LLP in the US and Forvis Mazars Group SC, active in over 100 countries. We celebrate individuality and teamwork, empowering our people to contribute to our shared purpose. We support each other to deliver quality, create change, and make an impact, helping everyone reach their full potential.

Further details can be found on our website.