Private Client Financial Planning Graduate Trainee - 1 September 2025 - Leeds (4162)
Forvis Mazars: who are we?
Forvis Mazars LLP is the UK firm of Forvis Mazars Group. In the UK we have over 3,300 employees across 14 locations, delivering an outstanding client experience. Forvis Mazars is an engine for rapid and consistent career progression, offering career paths that help you pursue your interests, match your changing needs, and explore your true potential.
Financial planning at Forvis Mazars
The Forvis Mazars Financial Planning service line is an award-winning, independent financial advice firm offering bespoke financial planning and investment advice to private clients such as Mass Affluent & High Net Worth Individuals and their families, Business Owners, Trustees, and Executors.
About the Financial Planning team
The role of a financial planner is to ensure clients are advised holistically in all areas of their financial plans in order to meet their life goals. The aim is to build a financial strategy to meet a client's long-term objectives.
About the role
During your first two years you will:
* Study and complete your core financial planning qualifications (CII Diploma in Financial Planning) whilst working in a regional office in supporting the delivery of client service.
* Learn the financial planning process and how this is applied in the profession to client specific circumstances.
* Be able to obtain relevant information from providers in order to assist an understanding of a client's affairs.
* Learn about the possible solutions that can assist our clients.
* Learn how to use client management software and systems in order to prepare and keep records of our client advice.
* Learn about the consumer duty responsibilities, compliance, and regulatory aspects of the profession you must adhere to.
* Research and write reports with your own solutions and ideas to meet client circumstances.
* Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support.
For your final two years of your training you will study and complete your advanced financial planning qualifications to become a chartered financial planner whilst striving to build your skillset. You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.
Who we're looking for
* On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don't always go to plan.
* Deep curiosity to learn new things.
* The ability to think critically, solve problems, and share knowledge with others.
* A commitment to self-development and learning.
* Strong sense of ownership of duties and high levels of responsibility to deliver on promises.
* Excellent time management skills.
* A willingness to travel and adhere to our flexible working environment.
Learning and development
Fully funded professional qualification for this role: Chartered Insurance Institute (CII).
Inclusion and diversity
Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond, is fully supported to be their unique self and provided with a level playing field.
Next steps
Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible.
Salary: £25,000 to £30,000 per annum plus fully funded training package, worth up to £6,500 per annum.
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