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Assistant Financial Planner

Mazars UK LLP - formerly CompetitionRx Ltd

Leicester

On-site

GBP 60,000 - 80,000

Full time

22 days ago

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An established industry player is seeking motivated individuals eager to make an impact in Financial Planning. This role offers the chance to take ownership of client solutions while being part of a collaborative team. As you develop your skills towards becoming a qualified financial planner, you'll receive support for your studies towards the Chartered Institute of Insurance qualification. Join a forward-thinking company that values individuality and teamwork, where your contributions will help shape the future of financial services.

Funding for Chartered Institute of Insurance qualification

Seeking candidates with a strong academic background in any degree discipline.
Candidates should ideally have a Level 4 Diploma in Financial Planning.

Take responsibility for client solutions and ensure compliance with deadlines.
Build skills to become a financial planner while delivering top client service.

Financial Planning

Client Service

Study towards Chartered Institute of Insurance qualification

2:1 or above in any degree discipline

Level 4 Diploma in Financial Planning

Minimum of 112 UCAS points

Grade B or above in GCSE English Language and Maths

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.

Location

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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