Financial Planning - Trainee Financial Planner - Poole- 1 September 2026

MAZARS LLP; Cotswold District; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading professional services firm is seeking a Graduate Trainee to join their dynamic team. Over four years, you will complete financial planning qualifications while gaining hands-on experience in client service. Ideal candidates will have an undergraduate degree and a strong desire to learn. This role emphasizes personal growth and the opportunity to become a chartered financial planner. Join a firm committed to diversity, equity, and inclusion in a collaborative environment.

Qualifications

• Strong academic performance is important.
• The ability to think critically and solve problems.
• Enjoys meeting and engaging with new people.

Responsibilities

• Study financial planning qualifications while working.
• Learn the financial planning process applied to client situations.
• Assist financial planners with client service delivery.

Skills

Critical thinking

Problem-solving

Time management

Curiosity to learn

Teamwork

Education

Undergraduate degree

Job description

As a graduate trainee, here's what will await you during your four-year training contract:

During your first two years, you will:

• Study and complete your core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financial Planning) whilst working in a regional office in supporting the delivery of client service.
• Learn the financial planning process and how this is applied in the profession to client-specific circumstances;
• Be able to obtain relevant information from providers in order to assist an understanding of a client's affairs.
• Learn about the possible solutions that can assist our clients;
• Learn how to use client management software and systems in order to prepare and keep records of our client advice.
• Learn about the 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; and
• 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 your training, you will study and complete your advanced financial planning qualifications to become a chartered financial planner whilst striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right.

Responsibilities and qualifications include:

• On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don't always go to plan.
• Deep curiosity to learn new things and is naturally inquisitive;
• The ability to think critically, solve problems, and share knowledge with others;
• A commitment to self-development and learning;
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises;
• Always looks to try their best in all they do and always looking for ways to improve;
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;
• Works well under pressure and has a positive 'can-do' attitude if faced with challenging situations;
• Excellent time management skills;
• A willingness to travel and adhere to our flexible working environment.

Learning and development

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. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one.

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 this diversity creates better outcomes for our clients.