Forvis Mazars in the UK is hiring a Trainee Financial Planner in Nottingham to support experienced planners with a portfolio of existing clients and new opportunities. You will assist with ongoing financial planning services, document preparation, and client meeting follow-ups, while developing technical knowledge in investments, pensions, protection and estate planning.
The role focuses on training and progression toward a Financial Planner role, with a commitment to FCA compliance and
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Trainee Financial Planner: Grow Clients & Skills in Nottingham 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.
