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

MAZARS UK; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Trainee Financial Planner to join their team in London. In this role, you'll undergo a structured four-year training program, gaining qualifications while providing client service support. Ideal candidates will demonstrate curiosity, critical thinking, and a commitment to learning within a supportive environment. The position starts on 1 September 2026 and offers opportunities for professional growth.

Benefits

Fully funded professional qualifications

Coaching and mentorship

Qualifications

• On track or obtained an undergraduate degree.
• Commitment to self-development and learning.
• Ability to think critically and solve problems.

Responsibilities

• Complete core financial planning qualifications.
• Learn the financial planning process.
• Provide ongoing assistance to regional teams.

Skills

Curiosity to learn

Critical thinking

Time management

People engagement

Education

Undergraduate degree

Job description

Financial Planning - Trainee Financial Planner - Sutton- 1 September 2026 (5334)

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

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 are able to support clients in all aspects of their personal finances as part of our wider Private Client service line.

About the Financial Planning team

The role of a financial planner is to ultimately ensure your 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, and the first step is finding out what clients really want to achieve and then formulate a plan which will help them get there.

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-rounded 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.

About the role

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

• 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 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.

Who we're looking for

• 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 have 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

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.

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 create better outcomes for our clients.

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. Please note the start date is 1 September 2026.