At Forvis Mazars, we're agile enough to embrace change and deliver impact. Are you looking to make an impact in Financial Planning?
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
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.
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.