Assistant Financial Planner

at  Mazars

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. SO 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? Perhaps taking the opportunity to move from a Paraplanning role into a customer facing role? Are you looking to develop your knowledge and become a qualified financial planner working alongside Natalie our pioneer partner? And are you looking for open, engaged and collaborative teams? Then apply to the role today!

ABOUT THE ROLE

• We have a newly created Assistant Financial Planner role due to the success of the Forvis Mazars Financial Planning team
• 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