Forvis Mazars is seeking a Trainee Financial Planner to support the financial planning team in Glasgow or Edinburgh. You will assist in managing client portfolios, help deliver ongoing planning services, and prepare proposal and engagement documents.
You will gather information, support suitability reports, and contribute to business development while ensuring compliance with FCA requirements and documentation standards.
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Trainee Financial Planner – Grow with UK Clients in Glasgow employer: Forvis Mazars LLP
Forvis Mazars is an exceptional employer that values innovation and collaboration, providing a dynamic work environment in the heart of the UK. With a strong focus on employee development, you will have access to numerous growth opportunities and training programs, ensuring your professional journey is both meaningful and rewarding. Join us to be part of a supportive culture that encourages creativity and fosters strong relationships within the media landscape.
