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- Tasks: Assist in delivering client solutions and ensure excellent service while meeting deadlines.
- Company: Forvis Mazars is a global professional services network, empowering teamwork and individuality.
- Benefits: Study funding for Chartered Institute of Insurance qualification and supportive training environment.
- Why this job: Make a real impact in financial planning with collaborative teams and growth opportunities.
- Qualifications: 2:1 degree or above, ideally Level 4 Diploma in Financial Planning, and strong GCSEs in English and Maths.
- Other info: Position available in Nottingham or Leicester offices.
The predicted salary is between 28800 - 48000 £ per year.
At Forvis Mazars, we are agile enough to embrace change and deliver impact. We encourage our people to feel empowered to shape the future of the firm. We are constantly improving our work methods to enhance the solutions we offer. You will have a significant say in how your role and team operate.
Are you eager to make an impact in Financial Planning? Do you want to grow our business as if it were your own? Are you looking for open, engaged, and collaborative teams? If so, apply for this role today!
You will be responsible for client solutions and their delivery, ensuring deadlines are met while providing excellent client service in a compliant manner. We will fund your studies towards the Chartered Institute of Insurance Professional qualification. Throughout your training, you will work towards building your skills to become a qualified financial planner at Forvis Mazars.
Skills, knowledge, and experience:
- A 2:1 or above in any degree discipline
- Ideally, a Level 4 Diploma in Financial Planning (or equivalent)
- Minimum of 112 UCAS points (based on the 2017 UCAS Tariff)
- Grade B or above in GCSE English Language and Maths
This role is based in our Nottingham or Leicester offices.
Forvis Mazars is a leading global professional services network operating under a single brand worldwide, comprising Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories. We celebrate individuality and thrive on teamwork. We empower our people to make meaningful contributions to our shared purpose. We support each other to deliver quality, create change, and make an impact, helping everyone reach their full potential.
Assistant Financial Planner employer: Helpmesettle
Contact Detail:
Helpmesettle Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Financial Planner
✨Tip Number 1
Research Forvis Mazars thoroughly before your interview. Understand their values, mission, and the specific services they offer in financial planning. This will help you align your answers with their goals and demonstrate your genuine interest in the company.
✨Tip Number 2
Network with current or former employees of Forvis Mazars on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss how you can contribute to client solutions and service delivery. Think of examples from your past experiences where you've successfully met deadlines or provided excellent service, as this aligns with the role's responsibilities.
✨Tip Number 4
Show enthusiasm for continuous learning and professional development. Since Forvis Mazars funds studies towards the Chartered Institute of Insurance Professional qualification, express your eagerness to grow and develop your skills within the company.
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 possess a Level 4 Diploma in Financial Planning or equivalent, mention it prominently in your CV.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Discuss why you want to work at Forvis Mazars and how you can contribute to their mission of delivering impactful financial planning solutions.
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 industry.
How to prepare for a job interview at Helpmesettle
✨Research Forvis Mazars
Before your interview, take some time to learn about Forvis Mazars and their approach to financial planning. Understanding their values, mission, and recent developments will help you tailor your responses and show genuine interest in the company.
✨Showcase Your Client Service Skills
As an Assistant Financial Planner, client service is key. Prepare examples from your past experiences where you successfully managed client relationships or resolved issues. Highlight your ability to communicate effectively and provide excellent service.
✨Demonstrate Your Willingness to Learn
Since the role involves training towards a Chartered Institute of Insurance Professional qualification, express your eagerness to learn and grow. Discuss any relevant coursework or experiences that showcase your commitment to professional development.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your engagement and interest in the role. Ask about team dynamics, opportunities for growth, or how they support employees in achieving their qualifications. This will also help you assess if the company is the right fit for you.
