Financial Planning - Trainee Financial Planner

targetjobs UK; Sutton Coldfield; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading professional services firm in Sutton Coldfield is seeking a financial planning trainee to assist clients in structuring their financial affairs optimally. Candidates should have an undergraduate degree, a commitment to learning, and strong critical thinking skills. This role offers fully funded professional qualifications and a supportive environment to help develop your career. Applications are encouraged promptly, with a start date set for September 2026.

Benefits

Fully funded professional qualification

Mentorship and coaching

Flexible working environment

Qualifications

• Strong academic performance is important.
• Ability to think critically and solve problems.
• Committed to self-development and learning.

Responsibilities

• Study and complete core financial planning qualifications.
• Learn the financial planning process.
• Provide ongoing assistance to the financial planner.

Skills

Curiosity to learn

Critical thinking

Time management

Problem-solving

Education

Undergraduate degree

Job description

Forvis Mazars : who are we?

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 UK and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment 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. You’ll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

Financial Planning at Forvis Mazars

Forvis Mazars Financial Planning is one of the country’s leading financial planning and wealth management businesses, ranking consistently in the top of the Financial Times leaderboard. Working alongside the firm’s Chartered Tax Advisers, we support clients in all aspects of their personal finances as part of our wider Private Client service line. Because we are fully independent, our advice is truly unbiased and completely tailored to our clients’ needs, ensuring that each client has a unique plan to help meet their needs, circumstances and lifestyle objectives. We are the only top‑10 accountancy firm with a Financial Planning offering, providing a far more comprehensive solution to clients and setting us apart from other advisers or wealth managers in the industry. Because of our focus on quality, we are only looking for top talent to join our team, sharing our passion for providing the absolute highest standard of service to clients.

About The Financial Planning Team

The role of a financial planner is to ultimately ensure clients’ financial affairs are structured in the most optimal way possible. To do this, we build a financial strategy to meet a client’s long‑term objectives, starting with finding out what clients really want to achieve and then formulating a plan that helps them get there. Part of the solution may involve income structuring and capital accumulation strategies, formulating retirement plans, advising on investment solutions, and optimising tax efficiencies in all aspects of their finances. We create long‑term, deep client relationships, regularly working with clients and their families over decades — from initially building wealth all the way through to retirement and beyond, ultimately maximising their legacy.

Hear From Our Trainee, Kim

I have thoroughly enjoyed my experience as a first‑year financial planning trainee. The scheme is very well structured to help you become an all‑rounder financial planner in the future. You are supported every step of the way and work very closely with all team members, including partners, which allows you to pick up an array of experience and knowledge. Overall, I have had an extremely positive experience and would recommend Forvis Mazars to anyone considering training to be a financial planner.

About The Role

During Your First Two Years You Will

• Study and complete your core financial planning qualifications (Certificate in Insurance (CII), Diploma in Financial Planning) while working in a regional office supporting client service delivery.
• Learn the financial planning process and how it is applied to client‑specific circumstances.
• Obtain relevant information from providers to assist in understanding a client’s affairs.
• Explore possible solutions that can assist clients.
• Learn how to use client‑management software and systems to prepare and keep records of client advice.
• Understand consumer‑duty responsibilities, compliance, and regulatory aspects of the profession you must adhere to.
• Research and write reports with your own solutions and ideas to meet client circumstances.
• Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support.

For your final two years of training you will study and complete your advanced financial planning qualifications to become a Chartered Financial Planner, building your skill set in order to be a financial planner at Forvis Mazars in your own right. You will be expected to take responsibility for creating and presenting client solutions, ensuring we meet stated deadlines and provide best‑in‑class client service in a compliant manner. You will also commence your business development strategy to grow your footprint in your region. Please note there is a final internal assessment at the end of year 4 which is required to meet our regulatory Training and Competency Scheme requirements to move into the role as a Financial Planner.

Who We’re Looking For

• On track or have obtained an undergraduate degree. Strong academic performance is important; we also consider the whole candidate, including experiences that demonstrate growth and development.
• Deep curiosity to learn new things; naturally inquisitive.
• Ability to think critically, solve problems, and share knowledge with others.
• Commitment to self‑development and learning.
• Strong sense of ownership of duties and high responsibility to deliver on promises.
• Always looking to improve and try their best in all tasks.
• Enjoys meeting and engaging with new people, with respect for diversity and integrity.
• Works well under pressure and has a positive can‑do attitude in challenging situations.
• Excellent time‑management skills.
• Willingness to travel and adapt to a flexible working environment.

Learning and Development

Fully funded professional qualification for this role: CII. Our supportive culture includes coaching, mentorship and one‑on‑one guidance to help you grow, belong, and make an impact. In addition to funding qualifications, we provide time off to study and a blended training approach including in‑person and virtual learning. You will be allocated a buddy before joining who will support you in settling into the team and navigating your first year at Forvis Mazars.

You will also receive comprehensive quality training and development to grow in your professional career, covering professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and becoming a standout talent. To understand more, read our FAQs.

Diversity, Equity and Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people’s unique backgrounds, perspectives and experience, and know that this diversity creates better outcomes for our clients. We promote an environment where you can grow your skills, belong to a team that values your ideas, and make an impact that matters.

Next Steps

Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible. The start date is 1 September 2026. If you are an international applicant or require a visa, please view our FAQs before applying to be aware of deadlines and important information you need to know.