Trainee Financial Planner

Forvis Mazars in the UK; City of Edinburgh; On-site; GBP 24,000 - 32,000; Full time

Job summary

Forvis Mazars in the UK is seeking a Trainee Financial Planner to join either Glasgow or Edinburgh offices. You will support financial planners by managing a portfolio of existing clients and assisting with proposals and engagement documents.

This developmental role offers exposure to technical planning, research across investments, pensions, protection and estate planning, and opportunities to build client relationships.

Qualifications

• Working towards, or holding, relevant financial planning qualifications.
• Good understanding of financial planning.
• Excellent written and verbal communication skills.
• Attention to detail and ability to manage multiple priorities.
• Ability to work collaboratively with planners, paraplanners and support teams.

Responsibilities

• Support Financial Planners in managing a portfolio of existing clients.
• Assist with the delivery of ongoing financial planning services.
• Provide support on ad hoc advice requests and planning issues arising from client relationships.
• Help prepare client meeting documentation and follow-up actions.
• Assist with annual review processes and client servicing activities.
• Maintain accurate client records and ensure documentation is up to date.
• Gather and analyse client information.
• Assist in preparing suitability reports, recommendations and planning documentation.
• Support research activities across investment, pension, protection and estate planning.
• Progress client work by liaising with paraplanners and client support teams.
• Identify and develop opportunities with existing and prospective clients.
• Prepare proposals, engagement documents and presentations.
• Participate in networking and internal referrals; build relationships across the business.
• Ensure activities comply with FCA requirements and internal policies.

Skills

Financial planning knowledge

Communication skills

Attention to detail

Collaboration

Multi-priority management

Education

Financial planning qualifications (eligible or in progress)

Job description

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You’lljoin a collaborative and inclusive team whereyou’resupported to grow your skills, explore new opportunities, and contribute from day one.You’llwork with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow , belong and impact.

Our award winning financial planning team are now looking to appoint a Trainee Financial Planner for either their Glasgow or Edinburgh office. Forvis Mazars Trainee Financial Planners provide support to financial planners in managing a portfolio of existing clients and help identify and develop new prospect opportunities with existing and new clients, supporting planners in the preparation of proposal and engagement documents.

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About the role

• Support Financial Planners in managing a portfolio of existing clients.
• Assist with the delivery of ongoing financial planning services.
• Provide support on ad hoc advice requests and planning issues arising from client relationships.
• Help prepare client meeting documentation and follow-up actions.
• Assist with annual review processes and client servicing activities.
• Maintain accurate client records and ensure documentation is up to date.

Technical & Advisory Support

• Gather and analyse client information.
• Assist in preparing suitability reports, recommendations and planning documentation.
• Support research activities, including investment, pension, protection and estate planning solutions.
• Liaise with paraplanners, client support teams and compliance functions to progress client work efficiently.

Business Development

• Help identify and develop opportunities with existing and prospective clients.
• Support planners in the preparation of proposals, engagement documents and presentations.
• Participate in networking and internal referral activities where appropriate.
• Build and maintain relationships with colleagues across the wider business to generate opportunities.

Risk & Compliance

• Ensure all activities are carried out in accordance with FCA requirements, internal policies and compliance procedures.
• Support anti-money laundering, client onboarding and due diligence processes.
• Maintain appropriate records and documentation standards.
• Demonstrate a commitment to continuing professional development and maintaining technical knowledge.

What we are looking for

• Working towards, or holding, relevant financial planning qualifications.
• Good understanding of financial planning.
• Excellent written and verbal communication skills.
• Attention to detail and ability to manage multiple priorities.
• Ability to work collaboratively with planners, paraplanners and support teams.

Key Behaviours

• Client focused.
• Professional and ethical.
• Commercially aware.
• Proactive and solutions-oriented.
• Collaborative team player.
• Committed to continuous learning and development.

Career Path

The Trainee Financial Planner role is typically a developmental position that provides experience across client servicing, financial planning, technical analysis and business development, supporting progression towards a Financial Planner role.

Diversity, Equity& Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people’s unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters.