Trainee Planner

Mazars UK LLP - formerly CompetitionRx Ltd; Poole; On-site; GBP 25,000 - 35,000; Full time

Job summary

At Forvis Mazars, a global professional services network, we are looking for a motivated individual to join our Financial Planning team in Poole. The ideal candidate will be responsible for delivering client solutions, ensuring top service while pursuing a Chartered Institute of Insurance qualification. This role offers the opportunity for growth and professional development in a collaborative environment.

Benefits

Funding for Chartered Institute of Insurance qualification

Qualifications

• A 2:1 or above in any degree discipline required.
• Ideally possesses a Level 4 Diploma in Financial Planning.
• Minimum 112 UCAS points needed.

Responsibilities

• Responsible for client solutions and their delivery.
• Ensure deadlines are met while providing excellent client service.
• Develop skills to become a financial planner.

Skills

Client service

Teamwork

Communication

Education

2:1 or above in any degree discipline

Level 4 Diploma in Financial Planning (or equivalent)

Minimum of 112 UCAS points based on the 2017 UCAS Tariff

Grade B or above in GCSE English Language and Maths

Job description

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage people to grow, feel empowered, and belong to the future direction of the firm. We're continuously improving our work to enhance our solutions. You will have a significant influence on your role and team, enabling you to make an impact on our business.

Are you looking to make your mark in Financial Planning?

Are you eager to grow our business as if it were your own?

Do you seek open, engaged, and collaborative teams?

If so, then apply for this role today!

Roles & Responsibilities

• You will be responsible for client solutions and their delivery, ensuring deadlines are met while providing excellent client service in a compliant manner.
• We will fund your study towards the Chartered Institute of Insurance Professional qualification.
• During your training, you will develop your skills to become a financial planner at Forvis Mazars.

Skills, Knowledge, and Experience

• A 2:1 or above in any degree discipline.
• Ideally, level 4 Diploma in Financial Planning (or equivalent).
• Minimum of 112 UCAS points based on the 2017 UCAS Tariff.
• Grade B or above in GCSE English Language and Maths.

This role is based at our Poole offices.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We empower our people to contribute personally to our shared purpose. We support each other to deliver quality, foster change, and make an impact, enabling everyone to reach their full potential. More details can be found on our website.