Junior Paraplanner

Mazars UK LLP - formerly CompetitionRx Ltd; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global professional services network is seeking a Financial Planner based in Birmingham. You will develop financial planning strategies, draft detailed reports, and perform various financial tasks. Ideal candidates should have a background in Paraplanning, excellent literacy and numeracy skills, and be adaptable to changing priorities. Join a diverse and inclusive team dedicated to professional growth.

Qualifications

• Background in Paraplanning and progressing towards Level 4 Diploma.
• Excellent written and verbal communication skills.
• Ability to adapt to changing demands and priorities.

Responsibilities

• Develop financial planning strategies based on client needs.
• Draft client-focused financial planning reports.
• Perform cash flow modeling and tax calculations.

Skills

High level of literacy and numeracy

Solution mindset

Adaptability to changing demands

Education

Level 4 Diploma in Financial Planning

Job description

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

Are you looking to make an impact in Financial Planning?

Are you looking to grow our business as if it was your own?

And are you looking for open, engaged and collaborative teams?

Then apply to the role today!

Roles & Responsibilities

• Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner.
• Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc.
  
  

Skills, Knowledge And Experience

• You may already have a background in Paraplanning and will be working towards being level 4 Diploma qualified, or qualified already.
• Critical to the role are a high level of literacy and numeracy, both written and verbal.
• A ‘solution' mindset and adaptable to changing demands and priorities.
  
  

This role is based out of our Birmingham offices

Diversity, Equity, and Inclusion

At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business.

We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications, and experience.