Forvis Mazars in the UK is recruiting a Trainee Financial Planner for the Glasgow or Edinburgh office. You will support Financial Planners in managing client portfolios and help identify new opportunities, assisting with proposals and engagement documents.
You will contribute to delivering ongoing financial planning services, preparing meeting materials, and maintaining up-to-date client records, while adhering to FCA requirements and demonstrating a commitment to development.
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Aspiring Financial Planner Trainee (Glasgow/Edinburgh) employer: Forvis Mazars in the UK
Forvis Mazars is an exceptional employer that prioritises employee development and a collaborative work culture, making it an ideal place for professionals in the financial planning sector. With a strong focus on regulatory knowledge and governance, employees are empowered to make impactful decisions while benefiting from comprehensive training and growth opportunities. Located in the UK, the firm offers a dynamic environment where innovation meets compliance, ensuring that team members can thrive both personally and professionally.
