Trainee Financial Planner: Grow Clients & Skills

Forvis Mazars in the UK; Nottingham; On-site; GBP 18,000 - 25,000; Full time

Job summary

Forvis Mazars in the UK is hiring a Trainee Financial Planner in Nottingham to support experienced planners with a portfolio of existing clients and new opportunities. You will assist with ongoing financial planning services, document preparation, and client meeting follow-ups, while developing technical knowledge in investments, pensions, protection and estate planning.

The role focuses on training and progression toward a Financial Planner role, with a commitment to FCA compliance and

Qualifications

• Working towards, or holding, relevant financial planning qualifications.
• Good understanding of financial planning concepts and client service standards.
• Strong organisational and time-management skills.
• 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, including investment, pension, protection and estate planning solutions.
• Liaise with paraplanners, client support teams and compliance functions to progress client work efficiently.
• 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.
• 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.

Skills

Good understanding of financial plann

Excellent communication skills

Strong organisational skills

Time-management

Attention to detail

Collaborative

Education

Financial planning qualification (relevant)

Job description

Forvis Mazars in the UK is hiring a Trainee Financial Planner in Nottingham to support experienced planners with a portfolio of existing clients and new opportunities. You will assist with ongoing financial planning services, document preparation, and client meeting follow-ups, while developing technical knowledge in investments, pensions, protection and estate planning.

The role focuses on training and progression toward a Financial Planner role, with a commitment to FCA compliance and