Job Description
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.
\n
\n
Are you looking to make an impact in Financial Planning?
\n
\n
Are you looking to grow our business as if it was your own?
\n
\n
And are you looking for open, engaged and collaborative teams?
\n
\n
Then apply to the role today!
\n
\n
This is a fixed term role expected to be 12 months from March 2025 and can be based near to our London, Birmingham, Leeds, Manchester, Glasgow or Edinburgh offices, we are also flexible with this being a 4 or 5 day working week with 2-8 days per month being office based
\n
\n
Roles & responsibilities
\n
\n
1. Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner.
\n
2. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
\n
3. A range of other tasks including cash flow modelling, tax calculations, liaising with...