Junior Paraplanner

Mazars; Birmingham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading global professional services network in Birmingham seeks a Financial Planner to develop client-focused financial strategies and reports. Ideal candidates will have a background in Paraplanning and strong literacy and numeracy skills. Join a diverse team committed to inclusion and growth.

Qualifications

• Background in Paraplanning and working towards Level 4 Diploma qualification.
• Essential high level of literacy and numeracy.
• Adaptable to changing demands and priorities.

Responsibilities

• Develop financial planning strategies aligned with client needs.
• Draft client-centric financial planning reports.
• Perform cash flow modelling and tax calculations.

Skills

Paraplanning background

Level 4 Diploma qualification

Strong literacy and numeracy

Solution-oriented mindset

Adaptability to change

Education

Level 4 Diploma in Financial Planning

Job description

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Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. In the UK, Forvis Mazars operates across 14 offices with over 3,400 professionals and 190 partners. We are committed to shaping a better future with a clear purpose and shared values.

You will join a collaborative and inclusive team that supports your growth, explores new opportunities, and encourages contribution from day one. You will work with a diverse client base, develop meaningful connections, and gain experience beyond your local team. Together, we grow, belong, and impact.

Are you interested in making an impact in Financial Planning?

Do you want to grow our business as if it were your own?

Are you seeking open, engaged, and collaborative teams?

If so, apply today!

Roles & responsibilities

• Develop financial planning strategies aligned with client needs, goals, and objectives, in collaboration with the financial planner.
• Draft client-centric financial planning reports to meet or exceed activity targets and comply with regulatory standards.
• Perform tasks such as cash flow modelling, tax calculations, and liaising with product providers.

Skills, knowledge, and experience

• You may already have a background in Paraplanning and be working towards Level 4 Diploma qualification or already qualified.
• A high level of literacy and numeracy, both written and verbal, is essential.
• Possess a solution-oriented mindset and be adaptable to changing demands and priorities.

This role is based in our Birmingham offices.

Diversity, Equity, and Inclusion

At Forvis Mazars, inclusion and diversity are central to our values. We believe that being an inclusive and diverse organization strengthens us as a business.

We aim to attract and recruit individuals who reflect the diversity of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith, social background, age, or disability. Candidates are selected based on skills, knowledge, qualifications, and experience.