Paraplanner
at Mazars
Edinburgh, Scotland, United Kingdom -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 20 Nov, 2024 | Not Specified | 22 Aug, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
PARAPLANNER - GLASGOW
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.
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!
Responsibilities:
- Develop financial planning strategies in line with the client’s needs, goals and objectives, as agreed with the financial planner.
- Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
- A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Diploma
You will have a background in paraplanningand will be at least level 4 diploma qualified with an aspiration to move on to chartered status.
Proficient
1
Edinburgh, United Kingdom
