Forvis Mazars is recruiting a Trainee Financial Planner in Glasgow or Edinburgh. The role provides support to financial planners in managing a portfolio of existing clients and helps identify new prospects, assisting in the preparation of proposals and engagement documents.
You will work within a collaborative team, supporting planning solutions while developing your professional qualifications. The position emphasizes learning across technical planning, client servicing and business
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Contact Details:
Forvis Mazars Financial Planning Limited Recruitment Team
