Paraplanner

MAZARS UK; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in London seeks a Paraplanner to develop financial planning strategies aligned with client goals. Candidates should have a level 4 diploma, strong literacy and numeracy skills, and be adaptable to changes. This role offers hybrid working options and a competitive salary based on experience.

Benefits

Competitive salary based on experience

Annual performance-based bonus

Hybrid working options

Comprehensive benefits package including wellbeing support

Clear career progression opportunities

Qualifications

• At least level 4 Diploma qualified.
• 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.

Responsibilities

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

Skills

Paraplanning background

High literacy and numeracy

Adaptable mindset

Education

Level 4 Diploma

Job description

Overview

Paraplanner (5365)

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About the team

Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers.

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 will have a background in Paraplanning and will be at least level 4 Diploma qualified.
• 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 is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards

What We Offer

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits

At Forvis Mazars, we pride ourselves on being a fair and competitive employer. We offer a competitive salary based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location

• London Office – Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.
• Milton Keynes Office – Located in The Pinnacle, 160 Midsummer Boulevard, Milton Keynes, MK9 1FF. Just a short walk from Milton Keynes Central station. A well-connected location in a fast-growing commercial hub
• Sutton Office – Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby.

Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!

Documents

• FM - 5365 - Paraplanner JD.pdf (144.35 KB)