Junior Paraplanner - 12 month fixed term

Forvis Mazars; Motherwell; On-site; GBP 25,000 - 35,000; Full time

Job summary

Forvis Mazars is seeking a Junior Paraplanner for a 12-month fixed term contract in Motherwell. The role focuses on developing financial planning strategies, preparing reports, and performing various financial tasks. Ideal candidates will have experience in Paraplanning and strive for qualification, as well as strong literacy and numeracy skills.

Qualifications

• Background in Paraplanning is preferred.
• Working towards or already qualified at level 4 diploma.
• High level of written and verbal communication required.

Responsibilities

• Develop financial planning strategies based on client needs and goals.
• Draft client-centric financial planning reports to meet targets.
• Perform cash flow modelling and tax calculations.

Skills

Literacy

Numeracy

Adaptability

Problem Solving

Education

Level 4 Diploma in Financial Planning

Job description

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Junior Paraplanner - 12 month fixed term, Motherwell

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Client:

Forvis Mazars

Location:

Motherwell, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

4404fa7f91c3

Job Views:

24

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

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.
• 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 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. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.