Financial Planning - Trainee Financial Planner - Sutton- 1 September 2026 (5334)

Overview

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\’ll join a collaborative and inclusive team where you\’re supported to grow your skills, explore new opportunities, and contribute from day one. You\’ll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

Financial Planning at Forvis Mazars

Forvis Mazars Financial Planning 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. Furthermore as the only top-10 accountancy firm with a Financial Planning offering, we are able to provide a far more comprehensive solution to clients, setting us apart from other financial advisers or wealth managers in the industry. Because of our focus on quality, we are only looking for the top talent to join our team, who share our passion for providing the absolute highest standard of service to our clients.

About the Financial Planning team

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.

Hear from our trainee, Kim :

\’I have thoroughly enjoyed my experience as a first-year financial planning trainee. The scheme is very well structured to help you become an all-rounded financial planner in the future. You are supported every step of the way and work very closely with all team members including partners, which allows you to pick up an array of experience and knowledge. Overall, I have had an extremely positive experience and would recommend Forvis Mazars to anyone who is considering training to be a financial planner.\’

Every story is different at Forvis Mazars. Our people have amazing, personal experiences so the best way to learn about life here is to hear it first hand, click here to hear their stories.

About the role

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

During your first two years you will:

• 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. Please note there is a final internal assessment at the end of year 4 which is required in order to meet our regulatory Training and Competency Scheme requirements to move into the role as a Financial Planner.

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. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. You can read about our approach to academics in our FAQs.
• 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.

You will also receive comprehensive quality training and development to grow in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and become a standout talent. To understand more read our FAQs.

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 create better outcomes for our clients. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters.

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. If you are an international applicant and/or require a visa please view our FAQs before applying to be aware of deadlines and important information you need to know before applying