Financial Planning Graduate Trainee - Leeds - September 2027

Cooper & Hall Limited; Leeds; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Funded professional study

Buddy and mentor support

Structured training & study leave

Job summary

Forvis Mazars is hiring a Financial Planning Trainee as part of its UK graduate programme. You’ll combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future while gaining qualifications and practical experience to become a trusted adviser.

You’ll receive funded professional study, structured training and day-to-day support from a buddy and mentors, with opportunities to work with specialists across wealth planning and

Qualifications

• GCSE Maths and English at Grade 4/C or equivalent.
• Minimum UCAS tariff points from top three qualifications.
• 2:1 degree classification or equivalent.

Responsibilities

• Meet with clients and support conversations shaping their financial future.
• Build trusted, long-term relationships with individuals and families.
• Help clients buy homes, plan retirement, grow wealth and protect futures.
• Research investment and financial planning solutions for clients.
• Use technology and data to analyse information for decisions.
• Collaborate with planners, tax specialists and wealth experts.

Skills

Relationship-building

Problem-solving

Communication

Data analysis

Financial literacy

Education

GCSE Maths and English (Grade 4/C)

112 UCAS tariff points

2:1 degree (or equivalent)

Job description

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.

As a Financial Planning Trainee, this is a career where your work has a direct impact on people's lives. You'll combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future, whilst building the skills, qualifications and experience to become a trusted adviser in your own right.

About your Team

Make an impact that lasts a lifetime. Financial planning is about more than numbers. It's about helping clients turn their ambitions into reality. Whether it's planning for retirement, investing for the future or protecting their wealth, you'll combine analytical thinking, problem-solving and people skills to deliver advice that can positively impact lives for generations.

Hear a quote from our trainee:

“I’ve really enjoyed the combination of on the job learning and studying. There is a great network of people from dedicated learning and development teams to my people manager and buddy to support with the transition from university to my first full time role.'

Does this sound like you?

• Do you enjoy building relationships and helping others make important decisions?

• Are you interested in personal finance, financial markets and understanding what matters most to clients?

• Can you explain ideas clearly, listen effectively and build trust with others?

• Do you enjoy solving problems, working with data and understanding how financial decisions can shape future outcomes?

• Are you interested in using technology, data and new tools to improve client experiences and deliver better outcomes?

• Are you ready to embrace new challenges, take ownership of your development and continuously improve?

To apply for our Graduate Programme, you’ll need

• GCSE Maths and English Language at Grade 4/C (or equivalent qualifications).

• Achieved a minimum of 112 UCAS tariff points from your top three A Levels, BTECs, Scottish Highers/Advanced Highers, or other recognised Level 3 qualifications.

• Achieved or predicted a 2:1 degree classification (or equivalent).

We know everyone’s circumstances are different. If exceptional circumstances have affected your academic results, we’ll consider the context you provide as part of your application.

What you'll work on

• Meeting with clients and supporting conversations that help shape their financial future.

• Building trusted, long-term relationships with individuals and families, supporting them through different stages of life.

• Helping clients achieve goals such as buying a home, planning for retirement, growing wealth and protecting their future.

• Researching investment and financial planning solutions and supporting recommendations tailored to each client's needs.

• Using technology, data and digital tools to analyse information and help clients make informed financial decisions.

• Collaborating with financial planners, tax specialists and wealth experts to deliver a seamless client experience

• Developing a strong understanding of financial markets, personal finance and the factors that influence client decisions.

Your development and benefits

You do not need to be a financial planning expert before you join. We’ll help you build your knowledge through professional study, practical client work and day-to-day support from your team.

Develop technical knowledge through funded CII study, structured training and study leave.

Learn in a supportive team, with access to a buddy, mentor and colleagues who will help you settle in. Put your learning into practice through real client work and see how your contribution supports clear and valuable outcomes. You will benefit from balanced study and client work with structured support, regular check-ins and practical guidance.

If you're looking for a career that combines people, problem-solving and purpose, Financial Planning offers the chance to make a lasting impact while building expertise that will grow with you throughout your career.

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters.