Financial Planning - Trainee Financial Planner - London - 1 September 2026

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the UK and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You will join a collaborative and inclusive team where you are supported to grow your skills, explore new opportunities, and contribute from day one. You will work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team.

Financial Planning at Forvis Mazars is one of the country’s leading financial planning and wealth management businesses, ranking consistently in the top of the Financial Times leaderboard. Working alongside the firm’s Chartered Tax Advisers, we are able to support clients in all aspects of their personal finances as part of our wider Private Client service line. Because we are fully independent, our advice is truly unbiased and completely tailored to our clients’ needs, ensuring that each client has a unique plan to help meet their needs, circumstances and lifestyle objectives.

The role of a financial planner is to ultimately ensure your clients’ financial affairs are structured in the most optimal way possible. To do this we build a financial strategy to meet a client’s long term objectives, and the first step is finding out what clients really want to achieve and then formulate a plan which will help them get there. Part of the solution may be through income structuring and capital accumulation strategies, formulating retirement plans, advising on investment solutions, and optimising tax efficiencies in all aspects of their finances. We create long-term, deep client relationships where we regularly work with clients and their families over decades, from initially building wealth all the way through to retirement and beyond, ultimately maximising their legacy.

As a graduate trainee here’s what will await you during your four-year training contract:

• Study and complete your core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financial Planning) whilst working in a regional office in supporting the delivery of client service.
• Learn the financial planning process and how this is applied in the profession to client specific circumstances.
• Be able to obtain relevant information from providers in order to assist an understanding a client’s affairs.
• Learn about the possible solutions that can assist our clients.
• Learn how to use client management software and systems in order to prepare and keep records of our client advice.
• Learn about the consumer duty responsibilities, compliance and regulatory aspects of the profession you must adhere to.
• Research and write reports with your own solutions and ideas to meet client circumstances.
• Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support.

For your final two years of your training you will study and complete your advanced financial planning qualifications to become a chartered financial planner whilst striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right. You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner. You will also commence your business development strategy in order to grow your footprint in your region.

Who we’re looking for:

• On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don’t always go to plan.
• Deep curiosity to learn new things and is naturally inquisitive.
• The ability to think critically solve problems and share knowledge with others.
• A commitment to self-development and learning.
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises.
• Always looks to try their best in all they do and always looking for ways to improve.
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity.
• Works well under pressure and have a positive 'can-do' attitude if faced with challenging situations.
• Excellent time management skills.
• A willingness to travel and adhere to our flexible working environment.

Learning and development:

Fully funded professional qualification for this role: CII. Our supportive culture includes coaching, mentorship, and one-on-one guidance to help you grow, belong and make an impact. In addition to funding qualifications, we provide time off to study, and a blended training approach including in person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

Diversity, Equity and Inclusion:

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people’s unique backgrounds, perspectives, and experience, and know this diversity creates better outcomes for our clients.

Next steps:

Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible. Please note the start date is 1 September 2026.

Benefits:

• Annual Leave
• Charitable Giving
• Dental Insurance
• Wellbeing Benefits
• Virtual GP
• Cycle to Work
• Gym Discounts
• Life Assurance
• Pension
• Flexible Benefits