Forvis Mazars in the UK is seeking a Trainee Financial Planner to join either Glasgow or Edinburgh offices. You will support financial planners by managing a portfolio of existing clients and assisting with proposals and engagement documents.
This developmental role offers exposure to technical planning, research across investments, pensions, protection and estate planning, and opportunities to build client relationships.
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Trainee Financial Planner - Growth, Client Impact & Learning 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.
