Trainee Financial Planner in Milton Keynes

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.

About the team ‘I have been with Forvis Mazars for over 14 years and during that time have been truly impressed by our culture.

We take a collaborative approach and are genuinely committed to giving people opportunities. ‘(Ross Lambert, Partner, Private Client; Financial Planning)

To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable.

About the role

• 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.

What are we looking for?

• You will be working towards level 4 Diploma qualified or qualified already, with an aspiration to move on to Chartered Status.

Any further progress in this regard will be fully supported by the company.

• Critical to the role are a high level of literacy and numeracy, both written and verbal.
• A ‘solution' mindset and adaptable to changing demands and priorities.

This role will be based out of our Milton Keynes office.

• #LI-DNP
• 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.

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.

We’re always looking ahead – for you, our clients, and the communities we’re part of.

We’ll support you to learn, explore, and grow as you take this journey with us.

Here, you’ll feel safe to share bold ideas and unique perspectives.

After all, success comes from working together.

At Forvis Mazars, you’ll belong to your local team, gain global experience, and have an impact – now and in the future.

Together, we grow, belong and impact.

We’re in the middle of transitioning to a new recruitment system, and we’re excited to share our career opportunities with you.

Vacancies are now being posted, and further roles will continue to appear over the coming weeks.

As we complete the transition, you may notice the occasional issue, and we appreciate your understanding.

Thank you for your patience while we get everything in place.

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