At a Glance
- Tasks: Help clients shape their financial futures through relationship-building and problem-solving.
- Company: Dynamic financial planning firm focused on making a lasting impact.
- Benefits: Structured training, professional study support, and a collaborative team environment.
- Other info: Opportunity for career growth with hands-on client experience.
- Why this job: Make a real difference in people's lives while developing your financial expertise.
- Qualifications: Interest in personal finance and strong communication skills.
The predicted salary is between 36000 - 44000 £ per year.
As a Financial Planning Trainee, this is a career where your work has a direct impact on people's lives. You'll combine relationship-building, problem-solving and commercial thinking to help clients make confident decisions about their future, whilst building the skills, qualifications and experience to become a trusted adviser in your own right.
About your Team
Make an impact that lasts a lifetime. Financial planning is about more than numbers. It's about helping clients turn their ambitions into reality. Whether it's planning for retirement, investing for the future or protecting their wealth, you'll combine analytical thinking, problem-solving and people skills to deliver advice that can positively impact lives for generations.
Does this sound like you?
- Do you enjoy building relationships and helping others make important decisions?
- Are you interested in personal finance, financial markets and understanding what matters most to clients?
- Can you explain ideas clearly, listen effectively and build trust with others?
- Do you enjoy solving problems, working with data and understanding how financial decisions can shape future outcomes?
- Are you interested in using technology, data and new tools to improve client experiences and deliver better outcomes?
- Are you ready to embrace new challenges, take ownership of your development and continuously improve?
What you'll work on
- Meeting with clients and supporting conversations that help shape their financial future.
- Building trusted, long-term relationships with individuals and families, supporting them through different stages of life.
- Helping clients achieve goals such as buying a home, planning for retirement, growing wealth and protecting their future.
- Researching investment and financial planning solutions and supporting recommendations tailored to each client's needs.
- Using technology, data and digital tools to analyse information and help clients make informed financial decisions.
- Collaborating with financial planners, tax specialists and wealth experts to deliver a seamless client experience.
- Developing a strong understanding of financial markets, personal finance and the factors that influence client decisions.
Your development and benefits
You do not need to be a financial planning expert before you join. We’ll help you build your knowledge through professional study, practical client work and day-to-day support from your team. Develop technical knowledge through funded CII study, structured training and study leave. Learn in a supportive team, with access to a buddy, mentor and colleagues who will help you settle in. Put your learning into practice through real client work and see how your contribution supports clear and valuable outcomes. You will benefit from balanced study and client work with structured support, regular check-ins and practical guidance.
If you're looking for a career that combines people, problem-solving and purpose, Financial Planning offers the chance to make a lasting impact while building expertise that will grow with you throughout your career.
Financial Planning Graduate Trainee - London - September 2027 employer: Forvis Mazars
Forvis Mazars is an exceptional employer that prioritises employee growth and development within a dynamic and inclusive work culture. Located in Birmingham, our team thrives on collaboration and innovation, offering extensive training opportunities and the chance to work with a diverse client base. Join us to be part of a supportive environment where your contributions are valued, and you can make a meaningful impact on the success of SME businesses.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Graduate Trainee - London - September 2027
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Forvis Mazars. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Financial Planning Graduate Trainee - London - September 2027
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Forvis Mazars.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Forvis Mazars
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Forvis Mazars.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Forvis Mazars.
