Graduate Financial Planner Trainee | Build Client Wealth

Forvis Mazars LLP; Leeds; Presencial; GBP 22 000 - 28 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Funded CII study

Structured training

Study leave

Buddy and mentor support

Resumo da oferta

Forvis Mazars LLP in the UK offers a Financial Planning Trainee role focused on developing client relationships, financial knowledge and advisory skills. You will combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future, while pursuing professional study and gaining practical client experience.

You will develop through funded CII study, structured training and day-to-day support from a buddy and mentor, with real client

Qualificações

• Demonstrated ability to build and maintain client relationships.
• Strong communication and listening skills to explain financial concepts clearly.
• Analytical thinking to support financial decision making.

Responsabilidades

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

Conhecimentos

Relationship-building

Communication

Analytical thinking

Formação académica

2:1 degree or equivalent

UCAS tariff points 112

GCSE Maths & English 4/C

Descrição da oferta de emprego

Forvis Mazars LLP in the UK offers a Financial Planning Trainee role focused on developing client relationships, financial knowledge and advisory skills. You will combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future, while pursuing professional study and gaining practical client experience.

You will develop through funded CII study, structured training and day-to-day support from a buddy and mentor, with real client