Paraplanner

Mazars; Nottingham; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial advisory firm is seeking a Paraplanner to develop financial planning strategies tailored to clients' needs. Applicants must possess at least a Level 4 Diploma in Financial Planning and demonstrate strong literacy and numeracy skills. Responsibilities include drafting client reports and performing financial modeling. The firm offers a hybrid working environment and competitive salary packages, fostering a culture of growth and inclusion.

Benefits

Hybrid working options

Annual performance-based bonus

Comprehensive benefits package

Qualifications

• Must possess a level 4 Diploma in Financial Planning.
• Excellent written and verbal communication skills are essential.
• Ability to adapt to changing demands and prioritize effectively.

Responsibilities

• Develop financial planning strategies based on client needs.
• Draft financial planning reports to meet compliance standards.
• Perform cash flow modeling and tax calculations.

Skills

Background in Paraplanning

High literacy and numeracy

Solution mindset

Education

Level 4 Diploma

Job description

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

‘I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning)

Forvis Mazars Financial Planning

Forvis MazarsFinancial 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 (diploma level 4) 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 which are 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:

• Birmingham Office – Located in Paradise Birmingham, 2 Chamberlain Square, Birmingham, B3 3AX. Within walking distance of Birmingham New Street and Snow Hill stations. Situated in the heart of the city's business and leisure district, with stunning modern architecture.
• Leicester Office – Located in Meridian Business Park, 6 Dominus Way, Leicester, LE19 1RP. Close to the M1 and well-connected by local bus routes. A convenient location with onsite parking and easy access to central Leicester.
• Nottingham Office – Located in Park View House, 58 The Ropewalk, Nottingham, NG1 5DW. Easily accessible from Nottingham station and main bus routes. A central location near the city's professional quarter and green park spaces.

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

Documents

• FM - 5368 - Paraplanner JD.pdf (144.31 KB)