Trainee Financial Planner: Client-Focused Advisory Career

Forvis Mazars Financial Planning Limited; Nottingham; On-site; GBP 21,000 - 25,000; Full time

Job summary

Forvis Mazars in the UK is seeking a Trainee Financial Planner to support financial planners in managing client portfolios and to help identify new opportunities. The role involves assisting with proposals, engagement documents and client meeting preparation from our Nottingham office.

You will contribute to ongoing financial planning services, maintain client records, and participate in annual reviews while developing technically and professionally toward a Financial Planner role within a

Qualifications

• Excellent written and verbal communication skills.
• Strong organisational and time-management 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.

Skills

Communication

Organisation

Attention to detail

Teamwork

Education

Financial planning qualifications or working towards

Job description

Forvis Mazars in the UK is seeking a Trainee Financial Planner to support financial planners in managing client portfolios and to help identify new opportunities. The role involves assisting with proposals, engagement documents and client meeting preparation from our Nottingham office.

You will contribute to ongoing financial planning services, maintain client records, and participate in annual reviews while developing technically and professionally toward a Financial Planner role within a