Junior Paraplanner - 12 month fixed term

Mazars; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A global professional services network is seeking a Junior Paraplanner for a 12-month fixed-term contract in Edinburgh. The role involves developing financial planning strategies, drafting reports, and various financial analysis tasks. Ideal candidates will possess strong literacy and numeracy skills and be working towards Level 4 Diploma qualifications.

Qualifications

• Background in Paraplanning or equivalent.
• Working towards or holding a Level 4 Diploma qualification.
• Critical literacy and numeracy skills.

Responsibilities

• Develop financial planning strategies tailored to clients.
• Draft client-centric financial planning reports.
• Perform cash flow modelling and tax calculations.

Skills

Literacy

Numeracy

Solution-oriented mindset

Adaptability

Education

Level 4 Diploma in Financial Planning

Job description

Junior Paraplanner - 12 month fixed term, Edinburgh

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works.

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!

• 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.
• Perform 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.
• A high level of literacy and numeracy, both written and verbal, is critical.
• Solution-oriented mindset and adaptability to changing demands and priorities.

This role is based out of our Edinburgh or Glasgow offices and is an initial fixed-term contract of 12 months covering maternity leave.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories.

We celebrate individuality, thrive on teamwork, and support our people to reach their full potential. Further details can be found on our website.