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For Companies At a Glance
- Tasks: Assist in delivering client financial solutions and ensure top-notch service.
- Company: Forvis Mazars is a global leader in professional services, operating in over 100 countries.
- Benefits: Study funding for Chartered Institute of Insurance qualification and a collaborative work environment.
- Why this job: Make a real impact in financial planning while growing your skills in a supportive team.
- Qualifications: 2:1 degree or above, ideally with a level 4 Diploma in Financial Planning.
- Other info: Position available in Nottingham or Leicester; work permit may be required for non-citizens.
The predicted salary is between 28800 - 48000 £ per year.
AtForvis Mazars, we\’re agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We\’re constantly improving the way we work, so that we enhance the solutions we offer. You\’ll have a big say in the way your role and your team works.
Are you looking to make an impact 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!
- 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
Skills, knowledge and experience
- 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.
This role is based out of our Nottingham or Leicester offices
About Forvis Mazars
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.
At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.
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Created on 22/06/2025 by TN United Kingdom
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Assistant Financial Planner employer: Forvis Mazars
Contact Detail:
Forvis Mazars Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Financial Planner
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning. Understanding current market conditions and regulatory changes can give you an edge during interviews, showing that you're proactive and knowledgeable.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities at Forvis Mazars.
✨Tip Number 3
Prepare to discuss how you can contribute to a collaborative team environment. Think of examples from your past experiences where you've worked well in a team, as this aligns with the culture at Forvis Mazars.
✨Tip Number 4
Research Forvis Mazars thoroughly. Understand their values, mission, and the services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest in being part of their team.
We think you need these skills to ace Assistant Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and expectations of the Assistant Financial Planner position. Tailor your application to highlight how your skills and experiences align with these requirements.
Highlight Relevant Qualifications: Make sure to emphasise your academic achievements, especially if you have a 2:1 or above in any degree discipline. If you hold a level 4 Diploma in Financial Planning or equivalent, mention this prominently in your CV.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to contribute to Forvis Mazars. Discuss how you can make an impact and why you are excited about the opportunity to work in a collaborative team environment.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning field.
How to prepare for a job interview at Forvis Mazars
✨Understand the Company Culture
Before your interview, take some time to research Forvis Mazars and their approach to teamwork and collaboration. Understanding their values will help you align your answers with what they are looking for in a candidate.
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial planning concepts. If you have completed any relevant qualifications or courses, mention them and how they relate to the role of an Assistant Financial Planner.
✨Demonstrate Client-Centric Thinking
Since the role involves taking responsibility for client solutions, think of examples from your past experiences where you successfully managed client relationships or delivered exceptional service. This will show your potential employer that you can prioritise client needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This not only shows your interest but also gives you a chance to assess if the company is the right fit for you. Consider asking about their approach to professional development and team dynamics.
