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For Companies At a Glance
- Tasks: Take charge of client solutions and deliver top-notch service while meeting deadlines.
- Company: Forvis Mazars, a global leader in professional services with a collaborative culture.
- Benefits: Study funding for qualifications, inclusive environment, and career growth opportunities.
- Why this job: Make a real impact in financial planning and grow your skills from day one.
- Qualifications: 2:1 degree or above, ideally with a level 4 Diploma in Financial Planning.
- Other info: Located in the heart of London, close to major transport links.
The predicted salary is between 20000 - 30000 £ per year.
At Forvis Mazars, we are always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You will be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you will belong to your local team, gain global experience, and make a meaningful impact now and in the future.
Are you looking to make your mark in Financial Planning? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today!
What You'll Do
You will be expected to take responsibility for client solutions and the delivery of these whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner. We will fund your study towards the Chartered Institute of Insurance Professional qualification. For the rest of your training, you will be striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right.
What You'll Bring
- A 2:1 or above in any degree discipline
- Ideally, level 4 Diploma in Financial Planning (or equivalent)
- Minimum of 112 UCAS points. This is based on the new 2017 UCAS Tariff.
- Grade B or above in GCSE English Language and Maths.
What We Offer
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We are united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you will be empowered to shape your career, contribute your ideas, and make a difference from day one.
We embrace individuality and encourage everyone to bring their whole selves to work. Whether you are looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
Location
London Office – Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul’s and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.
Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!
Trainee Financial Planner employer: Forvis Mazars in the UK
Contact Detail:
Forvis Mazars in the UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the real deal. The more comfortable you are talking about your experiences and skills, the better you'll shine when it counts.
✨Tip Number 3
Show your passion for financial planning! When you get the chance to chat with potential employers, let your enthusiasm shine through. Share your ideas on how you can contribute to their team and make an impact right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining Forvis Mazars and ready to grow with us!
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for financial planning shine through! We want to see that you’re genuinely excited about the role and how you can contribute to our team.
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Planner position. Highlight relevant experiences and skills that align with what we’re looking for. This shows us you’ve done your homework and are serious about joining our team.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of what you want to say. Avoid fluff and focus on what makes you a great fit for us!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Forvis Mazars in the UK
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the services offered by Forvis Mazars. Brush up on key concepts and be ready to discuss how they relate to the role. This shows your genuine interest and helps you stand out.
✨Showcase Your Skills
Think about specific examples from your past experiences that demonstrate your problem-solving abilities and teamwork. Be prepared to share how you've tackled challenges or contributed to group projects, as collaboration is key in this role.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the company culture, team dynamics, or the training process for the Chartered Institute of Insurance qualification. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Yourself
Forvis Mazars values individuality, so don’t be afraid to let your personality shine through. Share your unique perspective and experiences, and remember that they’re looking for someone who will contribute to their collaborative environment.
