Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you explore your true potential in an environment where you belong. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to make an impact and continue to grow your skills for lifelong professional development.
Are you looking to make an impact in our support team?
Are you looking to develop your knowledge in business administration?
And are you looking for open, engaged and collaborative teams?
Then apply to the role today!

SKILLS, KNOWLEDGE AND EXPERIENCE

• Financial Services industry experience.
• Excellent communication skills both verbal and written.
• Strong IT skills.
• Able to work to deadlines.
• Able to work within defined business processes.
• Seeks opportunities to develop own skills.

ROLES AND RESPONSIBILITIES

As Financial Planning Support, you duties include:

• To ensure files and store records are held in accordance with internal standards so they can be accessed and/or retrieved in an efficient manner.
• Following the firm’s processes by ensuring adequate notes of activities are entered in the firm’s back office system and to provide clear and full instructions when passing tasks to other team members or teams.
• Responsible for setting up new prospects and new opportunities on our CRM system, ensuring the information is accurate and input in a timely manner.
• Arranging client meetings, prepare agendas and complete the meeting work including technical and product research as required together with fund performance data.