At a Glance
- Tasks: Support financial planners and manage client portfolios while gaining valuable experience.
- Company: Join Forvis Mazars, a leading global professional services network with a collaborative culture.
- Benefits: Opportunities for growth, diverse team environment, and meaningful contributions from day one.
- Other info: Diversity and inclusion are at our core; we value unique perspectives and continuous learning.
- Why this job: Kickstart your career in finance and make a real impact on clients' futures.
- Qualifications: Pursuing or holding relevant financial planning qualifications with strong communication skills.
The predicted salary is between 38250 - 46750 £ per year.
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services.
Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners.
We have a clear purpose and a shared commitment to shape a better future.
You’ll join a collaborative and inclusive team where you’re supported to grow your skills, explore new opportunities, and contribute from day one.
You’ll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team.
Together, we grow, belong and impact.
Our award winning financial planning team are now looking to appoint a Trainee Financial Planner for either their Glasgow or Edinburgh office.
Forvis Mazars Trainee Financial Planners provide support to financial planners in managing a portfolio of existing clients and help identify and develop new prospect opportunities with existing and new clients, supporting planners in the preparation of proposal and engagement documents. #LI-DNP
About the role
- Support Financial Planners in managing a portfolio of existing clients.
- Assist with the delivery of ongoing financial planning services.
- Provide support on ad hoc advice requests and planning issues arising from client relationships.
- Help prepare client meeting documentation and follow‑up actions.
- Assist with annual review processes and client servicing activities.
- Maintain accurate client records and ensure documentation is up to date.
- Technical & Advisory Support
- Gather and analyse client information.
- Assist in preparing suitability reports, recommendations and planning documentation.
- Support research activities, including investment, pension, protection and estate planning solutions.
- Liaise with paraplanners, client support teams and compliance functions to progress client work efficiently.
- Business Development
- Help identify and develop opportunities with existing and prospective clients.
- Support planners in the preparation of proposals, engagement documents and presentations.
- Participate in networking and internal referral activities where appropriate.
- Build and maintain relationships with colleagues across the wider business to generate opportunities.
- Risk & Compliance
- Ensure all activities are carried out in accordance with FCA requirements, internal policies and compliance procedures.
- Support anti-money laundering, client onboarding and due diligence processes.
- Maintain appropriate records and documentation standards.
- Demonstrate a commitment to continuing professional development and maintaining technical knowledge.
- What we are looking for
- Working towards, or holding, relevant financial planning qualifications.
- Good understanding of financial planning.
- Excellent written and verbal communication skills.
- Attention to detail and ability to manage multiple priorities.
- Ability to work collaboratively with planners, paraplanners and support teams.
- Key Behaviours
- Client focused.
- Professional and ethical.
- Commercially aware.
- Proactive and solutions-oriented.
- Collaborative team player.
- Committed to continuous learning and development.
The Trainee Financial Planner role is typically a developmental position that provides experience across client servicing, financial planning, technical analysis and business development, supporting progression towards a Financial Planner role.
Diversity, Equity & Inclusion
At Forvis Mazars diversity, equity and inclusion are central to our values.
We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients.
We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio‑economic background, sexual orientation, gender identity, nationality, and faith.
We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential.
At Forvis Mazars, we promote an environment in which you cangrowyour skills, belongto a team that values your ideas, and make animpactthat matters.
Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services.
In the UK, we're home to more than 3,400 professionals and 190 partners across 14 offices, all united by a shared purpose: shaping a better future.
Whether you're starting your career or taking your next step, you'll find opportunities to learn, develop and make a meaningful contribution from day one.
We believe the best ideas come from different perspectives, so you'll be encouraged to bring your whole self to work, collaborate with talented people across our firm, and build relationships that help you grow.
At Forvis Mazars, you'll belong to a local team, benefit from global opportunities, and make an impact for our clients, communities and each other.
Together, we grow, belong and impact.
Our feedback and coaching culture means we are passionate about improving our application process.
We would value your feedback on how you have found our recruitment process.
Please click on the link here to share this with us.
We recruit most of our opportunities on a rolling basis, so roles may close earlier than advertised if they receive a high volume of applications.
We encourage you to apply as soon as possible.
As we've recently transitioned to a new application portal, there may occasionally be some unexpected issues.
While everything should run smoothly, if you experience any issues or something doesn't look quite right, please get in touch with our recruitment team and we'll be happy to help.
We want to get to know the real you.
Applications written in your own words help us understand your experiences, motivations and potential, so we'd encourage candidates not to rely on AI-generated answers.
At Forvis Mazars, we believe great careers start with great experiences.
That's why we're committed to providing a transparent, respectful and people-centred recruitment process.
Every application is reviewed by our team, and all candidates will receive an outcome, regardless of the result.
Trainee Financial Planner in Glasgow employer: Forvis Mazars Financial Planning Limited
Forvis Mazars Financial Planning Limited offers a supportive work culture where employees are encouraged to develop their skills and explore new opportunities. The company provides structured professional development and mentorship, ensuring that team members can contribute effectively from the start. With a diverse client base, employees gain valuable experience that extends beyond their local teams.
Contact Details:
Forvis Mazars Financial Planning Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planner in Glasgow
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Forvis Mazars Financial Planning Limited actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Forvis Mazars Financial Planning Limited. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Forvis Mazars Financial Planning Limited, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Financial Planner in Glasgow
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Forvis Mazars Financial Planning Limited can help you grow your skills and knowledge in the field.
Tailor Your Application to Forvis Mazars Financial Planning Limited:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Forvis Mazars Financial Planning Limited. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Forvis Mazars Financial Planning Limited
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Forvis Mazars Financial Planning Limited.
