Trainee Financial Planner: Grow in Client Advisory

Forvis Mazars LLP; Nottingham; On-site; GBP 18,000 - 24,000; Full time

Job summary

Forvis Mazars LLP in the UK is recruiting a Trainee Financial Planner for our Nottingham Office. You will support financial planners in managing a portfolio of existing clients and help identify new opportunities with clients and prospects.

You will prepare proposal and engagement documents, assist with suitability reports, and contribute to a range of planning activities while maintaining accurate client records and ensuring regulatory compliance.

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.

Skills

Financial planning knowledge

Client service

Organisational skills

Time management

Written communication

Verbal communication

Education

Relevant financial planning qualifications

Job description

Forvis Mazars LLP in the UK is recruiting a Trainee Financial Planner for our Nottingham Office. You will support financial planners in managing a portfolio of existing clients and help identify new opportunities with clients and prospects.

You will prepare proposal and engagement documents, assist with suitability reports, and contribute to a range of planning activities while maintaining accurate client records and ensuring regulatory compliance.