Paraplanner

MAZARS UK; Sutton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading global professional services network is seeking a Paraplanner to develop financial planning strategies, draft client-centred reports, and perform various financial calculations. The role requires at least a Level 4 Diploma in Paraplanning, strong literacy and numeracy skills, and the ability to adapt to changing demands. The company offers a competitive salary, performance-based bonuses, and hybrid working options to help employees thrive in their careers.

Benefits

Hybrid working options

Annual performance-based bonus

Comprehensive benefits package

Clear career progression opportunities

Wellbeing support

Qualifications

• Must have a background in Paraplanning.
• At least level 4 Diploma qualified.
• Strong written and verbal literacy and numeracy skills.

Responsibilities

• Develop financial planning strategies based on client needs.
• Draft client-centred financial planning reports.
• Perform cash flow modelling and tax calculations.

Skills

Background in Paraplanning

High level of literacy

High level of numeracy

Solution mindset

Adaptable to changing demands

Education

Level 4 Diploma

Job description

Paraplanner (5366)
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 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-centred 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 based on experience and benchmarking, an annual performance‑based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, clear career progression opportunities, a comprehensive benefits package including wellbeing support because we believe in taking care of our people.

Location

• Various – This role can be based from our Birmingham Office, Edinburgh Office, Glasgow Office, Leeds Office, Leicester Office, London Office, Manchester Office, Milton Keynes Office, Nottingham Office or from our Sutton Office.

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