At Forvis Mazars,we're agile enough to embrace change and deliver impact. This meanswe encourage people to feel empowered to be part of the futuredirection of the firm. We're constantly improving the way we work,so that we enhance the solutions we offer. You'll have a bigsay in the way your role and your team works.
Are you looking to make animpact in Financial Planning?
Are you looking to grow ourbusiness as if it was your own?
And are you looking for open,engaged and collaborative teams?
Then apply to the roletoday!
This is a fixed term role expected to be 12months from May/June 2025 and can be based near to our London,Birmingham, Leeds, Manchester, Glasgow or Edinburgh offices, we arealso flexible with this being a 4 or 5 day working week with2-8 days per month being office based
Roles &responsibilities
* Develop financial planning strategies in line with theclient's needs, goals and objectives, as agreed with the financialplanner.
* Draft client-centric financialplanning reports to meet and/or exceed agreed activity targets andregulatory/compliance standards.
* A range ofother tasks including cash flow modelling, tax calculations,liaising with product providers etc.
Skills, knowledgeand experience
* Youwill have a background in Paraplanning andwill be at least level 4 Diplomaqualified.
* Critical to the role are a highlevel of literacy and numeracy, both written and verbal.
* A ‘solution' mindset and adaptable to changing demandsand priorities.
About Forvis Mazars
Forvis Mazars is a leading global professional servicesnetwork. The network operates under a single brand worldwide, withjust two members: Forvis Mazars LLP in the United States and ForvisMazars Group SC, an internationally integrated partnershipoperating in over 100 countries and territories.
At Forvis Mazars, we celebrateindividuality and thrive on teamwork. We give people the freedom tomake a personal contribution to our shared purpose. We support oneanother to deliver quality, create change and make an impact sothat everyone can reach their full potential, further details canbe found on ourwebsite.