Financial Planning Trainee: Learn, Certify & Shape Clients' Futures

Forvis Mazars LLP; Birmingham; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Funded CII study

Study leave

Buddy & mentoring support

Job summary

Forvis Mazars LLP in the United Kingdom is seeking a Financial Planning Trainee to develop client relationships and support conversations shaping their financial futures. You will combine problem-solving with commercial thinking while training through funded study and hands-on client work.

You’ll gain practical experience, a structured development plan, and access to mentorship and buddy support to grow into a trusted adviser.

Qualifications

• GCSE Maths and English Language graded 4/C or equivalent.
• UCAS tariff points of 112+ from top three A Levels/BTECs/Scottish Highers or equivalent.
• A 2:1 degree or predicted equivalent.

Responsibilities

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

Skills

Relationship-building

Problem-solving

Commercial thinking

Data interpretation

Effective communication

Education

GCSE Maths & English 4/C or equivalent

UCAS tariff 112+ pts (top 3).

2:1 degree or equivalent

Job description

Forvis Mazars LLP in the United Kingdom is seeking a Financial Planning Trainee to develop client relationships and support conversations shaping their financial futures. You will combine problem-solving with commercial thinking while training through funded study and hands-on client work.

You’ll gain practical experience, a structured development plan, and access to mentorship and buddy support to grow into a trusted adviser.