Graduate Financial Planner Trainee | Funded Study & Mentoring

targetjobs UK; Leeds; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Funded CII study

Structured training

Study leave

Buddy support

Job summary

Forvis Mazars in the UK is recruiting a Graduate Programme participant to help shape clients' financial futures. You’ll combine analytical thinking, problem‑solving and people skills to deliver advice that can positively impact lives for generations.

You will learn through funded study, practical client work and day‑to‑day guidance from your team, with a buddy and mentor to support your transition from university to a full-time role.

Qualifications

• GCSE Maths and English at grade 4/C or equivalent.
• Minimum 112 UCAS tariff points from top three A Levels, BTECs or equivalent.
• Achieved or predicted 2:1 degree classification.

Responsibilities

• Meet with clients and support conversations to shape their financial future.
• Build long-term relationships with individuals and families.
• Help clients achieve goals like buying a home, retirement, wealth growth.
• Research investment and financial planning solutions for clients.
• Use technology and data to analyse information for informed decisions.
• Collaborate with financial planners, tax specialists and wealth experts.

Skills

Relationship building

Financial planning

Data analysis

Communication

Tech literacy

Education

GCSE Maths & English (4/C)

112 UCAS tariff points

2:1 degree (or equivalent)

Job description

Forvis Mazars in the UK is recruiting a Graduate Programme participant to help shape clients' financial futures. You’ll combine analytical thinking, problem‑solving and people skills to deliver advice that can positively impact lives for generations.

You will learn through funded study, practical client work and day‑to‑day guidance from your team, with a buddy and mentor to support your transition from university to a full-time role.