Graduate Financial Planner: Build Client Wealth & Insight

Forvis Mazars in the UK; Milton Keynes; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Funded CII study

Buddy system

Structured training

Job summary

Forvis Mazars in the UK invites applications for a Financial Planning Trainee as part of its Graduate Programme. This role focuses on building client relationships, understanding personal finances and applying analytical thinking to tailor financial advice.

You’ll grow through practical client work, funded professional study with CII, a buddy system and regular mentoring, gaining experience across retirement planning, wealth growth and protection strategies.

Qualifications

• GCSE Maths and English Language at Grade 4/C (or equivalent qualifications).
• Achieved a minimum of 112 UCAS tariff points from 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).

Responsibilities

• 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.

Skills

Relationship building

Problem-solving

Analytical thinking

Communication

Education

GCSE Maths & English 4/C

112 UCAS tariff points

2:1 degree

Job description

Forvis Mazars in the UK invites applications for a Financial Planning Trainee as part of its Graduate Programme. This role focuses on building client relationships, understanding personal finances and applying analytical thinking to tailor financial advice.

You’ll grow through practical client work, funded professional study with CII, a buddy system and regular mentoring, gaining experience across retirement planning, wealth growth and protection strategies.