Junior Paraplanner - 12 month fixed term

Mazars UK LLP - formerly CompetitionRx Ltd; Glasgow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading professional services network seeks a Financial Planner for its Glasgow office. This role involves developing client-aligned financial strategies, drafting comprehensive reports, and ensuring compliance with regulatory standards. Ideal candidates will have a background in Paraplanning, strong literacy, and numeracy skills and must be adaptable. It's an initial 12-month fixed-term contract covering maternity leave.

Qualifications

• Background in Paraplanning, with or working towards Level 4 Diploma.
• Demonstrable high literacy and numeracy skills, both written and verbal.
• Solution-oriented mindset with adaptability to changing demands.

Responsibilities

• Develop financial planning strategies aligned with client needs and objectives.
• Draft reports to meet activity targets and comply with standards.
• Perform cash flow modeling and tax calculations.

Skills

Numeracy

Literacy

Solution-oriented mindset

Adaptability

Education

Level 4 Diploma in Paraplanning

Job description

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage our people to feel empowered to shape the future of the firm. We are constantly improving our work processes to enhance our solutions. You will have a significant influence on your role and your team's way of working.

Are you eager to make an impact in Financial Planning?

Are you interested in growing our business as if it were your own?

Do you thrive in open, engaged, and collaborative teams?

If so, apply to the role 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

• Possess a background in Paraplanning, working towards or already holding a Level 4 Diploma qualification.
• Demonstrate high literacy and numeracy skills, both written and verbal.
• Maintain a solution-oriented mindset and adaptability to changing demands and priorities.

This role is based in 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. It comprises Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership active in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We empower our people to contribute personally to our shared purpose. We support one another to deliver quality, create change, and make an impact, enabling everyone to reach their full potential. More details can be found on our website.