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Assistant Financial Planner
MAZARS UK
East Midlands
On-site
GBP 25,000 - 45,000
Full time
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Job summary
Join a dynamic and forward-thinking firm where you can make a real impact in Financial Planning. This role offers the opportunity to take charge of client solutions and develop your skills towards becoming a qualified financial planner. With a focus on teamwork and collaboration, you'll be supported in your professional journey. The company values individuality and encourages contributions to its shared purpose, creating a vibrant work environment. If you're eager to grow and thrive in a professional setting, this is the perfect opportunity for you.
Qualifications
- Strong foundation in financial planning and client management.
- Commitment to achieving professional qualifications.
Responsibilities
- Manage client solutions while adhering to deadlines.
- Build skills to become a financial planner independently.
Skills
Education
Job description
Assistant Financial Planner (4604)
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works.
Are you looking to make an impact in Financial Planning?
Are you looking to grow our business as if it was your own?
And are you looking for open, engaged and collaborative teams?
Then apply to the role today!
Roles & responsibilities
- You will be expected to take responsibility for client solutions and the delivery of these whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.
- We will fund your study towards the Chartered Institute of Insurance Professional qualification.
- For the rest of your training you will be striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right.
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. This is based on the new 2017 UCAS Tariff.
- Grade B or above in GCSE English Language and Maths.
This role is based out of our Nottingham or Leicester offices.
About Forvis Mazars
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.
At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential; further details can be found on our website.
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