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- Tasks: Join us as a Trainee Planner, delivering client solutions and ensuring top-notch service.
- Company: Forvis Mazars is a global leader in professional services, fostering teamwork and individuality.
- Benefits: Enjoy study funding for your Chartered Institute of Insurance qualification and a collaborative work environment.
- Why this job: Make an impact in financial planning while growing your skills in an engaging team culture.
- Qualifications: A 2:1 degree or above, ideally with Level 4 Diploma in Financial Planning and strong GCSEs.
- Other info: This role is based in our vibrant Poole offices.
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Trainee Planner (4836)
At Forvis Mazars, we\’re agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered, and that they belong to the future direction of the firm. We\’re constantly improving the way we work to enhance the solutions we offer. You\’ll have a big say in how your role and your team work so you can make an impact on our business.
Are you looking to make your mark 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!
Roles & responsibilities
- You will be responsible for client solutions and their delivery, ensuring deadlines are met and providing excellent client service in a compliant manner.
- We will fund your study towards the Chartered Institute of Insurance Professional qualification.
- During your training, you will work towards building your skillset to become a financial planner at Forvis Mazars independently.
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 based on the 2017 UCAS Tariff.
- Grade B or above in GCSE English Language and Maths.
This role is based in our Poole offices.
About Forvis Mazars
Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with two main entities: 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 empower our people to contribute personally to our shared purpose. We support one another to deliver quality, create change, and make an impact, so everyone can reach their full potential. More details can be found on our website.
Documents
- FM – 4836 – Trainee Planner (KB)
Job ID 4854
#J-18808-Ljbffr
Trainee Planner (4836) employer: MAZARS LIMITED
Contact Detail:
MAZARS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Planner (4836)
✨Tip Number 1
Research Forvis Mazars thoroughly before your interview. Understand their values, mission, and recent projects. This will help you align your answers with what they are looking for and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network with current or former employees on platforms like LinkedIn. They can provide insights into the company culture and the role itself, which can be invaluable during your application process.
✨Tip Number 3
Prepare specific examples from your past experiences that demonstrate your problem-solving skills and ability to work collaboratively. This is crucial as the role emphasises client solutions and teamwork.
✨Tip Number 4
Show enthusiasm for the Chartered Institute of Insurance Professional qualification. Expressing your eagerness to learn and grow within the financial planning field will resonate well with the hiring team.
We think you need these skills to ace Trainee Planner (4836)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Planner at Forvis Mazars. Highlight your interest in financial planning and how you can contribute to client solutions.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise any relevant academic achievements, particularly your degree and UCAS points, as well as any experience in client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to grow within the company. Mention how you resonate with their values of teamwork and empowerment.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at MAZARS LIMITED
✨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 Problem-Solving Skills
As a Trainee Planner, you'll be responsible for client solutions. Prepare examples from your past experiences where you've successfully solved problems or delivered excellent service, as this will demonstrate your capability to meet client needs.
✨Prepare for Technical Questions
Since the role involves financial planning, brush up on relevant concepts and be ready to discuss them. If you have any knowledge of the Level 4 Diploma in Financial Planning, make sure to highlight that during the interview.
✨Ask Insightful Questions
At the end of the interview, be prepared to ask questions that show your interest in the role and the company. Inquire about the training process for the Chartered Institute of Insurance qualification or how the team collaborates on projects.
