Financial Planning Graduate Trainee - Leeds - September 2027

Forvis Mazars LLP; Leeds; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Funded CII study

Structured training

Study leave

Buddy and mentor support

Job summary

Forvis Mazars LLP in the UK offers a Financial Planning Trainee role focused on developing client relationships, financial knowledge and advisory skills. You will combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future, while pursuing professional study and gaining practical client experience.

You will develop through funded CII study, structured training and day-to-day support from a buddy and mentor, with real client

Qualifications

• Demonstrated ability to build and maintain client relationships.
• Strong communication and listening skills to explain financial concepts clearly.
• Analytical thinking to support financial decision making.

Responsibilities

• Meet with clients and support conversations shaping their financial future.
• Build trusted, long-term relationships with individuals and families.
• Help clients achieve goals like buying a home, retirement planning and wealth growth.
• Research investment and financial planning solutions tailored to client needs.
• Use technology and data to analyse information and support recommendations.
• Collaborate with financial planners, tax specialists and wealth experts for a seamless client experience.
• Develop understanding of financial markets and personal finance factors.

Skills

Relationship-building

Communication

Analytical thinking

Education

2:1 degree or equivalent

UCAS tariff points 112

GCSE Maths & English 4/C

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 our 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' #LI-DNP'

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?

• 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.

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 can grow your skills, belong to a team that values your ideas, and make an impact that matters.