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- Tasks: Join a dynamic team to support clients in achieving their financial goals.
- Company: Forvis Mazars, a leading global professional services network.
- Benefits: Fully funded qualifications, mentorship, and flexible working options.
- Why this job: Make a real impact while developing your skills in financial planning.
- Qualifications: Undergraduate degree and a passion for learning and problem-solving.
- Other info: Diverse and inclusive culture with excellent career growth opportunities.
The predicted salary is between 8000 - 10000 £ per month.
Overview
Financial Planning – Trainee Financial Planner – Edinburgh – 1 September 2026 (5333)
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.
About the Financial Planning
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 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. As the only top-10 accountancy firm with a Financial Planning offering, we provide a more comprehensive solution to clients, setting us apart from other financial advisers or wealth managers. We focus on quality and therefore look for top talent to join our team who share our passion for providing the highest standard of service to our clients.
About the Financial Planning team
The role of a financial planner is to ensure clients\\\’ financial affairs are structured in the most optimal way. We build a financial strategy to meet a client\\\’s long-term objectives, starting by finding out what clients want to achieve and then formulating a plan to help them get there. This may include income structuring, capital accumulation strategies, retirement planning, investment solutions, and tax optimisation. We create long-term, deep client relationships, often working with clients and their families over decades—from building wealth to retirement and beyond, 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 you will follow a four-year training contract. During the first two years you will:
- Study and complete core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financial Planning) while supporting client service in a regional office
- Learn the financial planning process and how it applies to client circumstances
- Obtain relevant information from providers to understand a client\\\’s affairs
- Learn about possible solutions to assist clients
- Learn to use client management software and systems to prepare and keep records of client advice
- Learn about consumer duty responsibilities, compliance, and regulatory aspects of the profession
- 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 client service
In the final two years you will study and complete advanced financial planning qualifications to become a chartered financial planner, while developing skills to operate as a Forvis Mazars financial planner. You will take responsibility for creating and presenting client solutions, meet deadlines, and provide high-quality client service in a compliant manner. You will begin your business development plan to grow your footprint in your region. There is a final internal assessment at the end of year 4 required to meet regulatory Training and Competence 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 assess the whole package, including experiences that show growth. You can read about our approach to academics in our FAQs.
- Deep curiosity to learn and be inquisitive
- Ability to think critically, solve problems, and share knowledge
- Commitment to self-development and learning
- Strong sense of ownership and high responsibility to deliver on promises
- Motivation to always improve and perform at your best
- Enjoys meeting new people with respect for individuals, diversity, and integrity
- Works well under pressure with a positive can-do attitude
- Excellent time management skills
- Willingness to travel and adapt to a 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, including 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 creates better outcomes for our clients. We promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that 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.
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Financial Planning - Trainee Financial Planner - Edinburgh - 1 September 2026 employer: MAZARS UK
Contact Detail:
MAZARS UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning - Trainee Financial Planner - Edinburgh - 1 September 2026
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning field. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Forvis Mazars and understanding their values. Think about how your skills align with their mission of providing top-notch service. Practice common interview questions and come up with examples that showcase your problem-solving abilities.
✨Tip Number 3
Show your enthusiasm! When you get the chance to chat with potential employers, let them know why you’re excited about the role and the company. A genuine passion for financial planning can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Forvis Mazars team. Keep an eye on our careers page for the latest opportunities!
We think you need these skills to ace Financial Planning - Trainee Financial Planner - Edinburgh - 1 September 2026
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planning role. Highlight any relevant coursework or projects that showcase your understanding of financial concepts.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your background makes you a great fit for our team. Be genuine and let your personality come through.
Showcase Your Curiosity: We love candidates who are eager to learn! In your application, mention any instances where you've gone above and beyond to understand a topic or solve a problem. This shows us you're ready to grow with us.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way to ensure we see your application and can consider you for this exciting opportunity!
How to prepare for a job interview at MAZARS UK
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the specific services offered by Forvis Mazars. Brush up on key concepts like income structuring, capital accumulation strategies, and tax optimisation. This will show your genuine interest in the role and help you answer questions confidently.
✨Show Your Curiosity
Demonstrate your deep curiosity to learn by preparing thoughtful questions about the company culture, training opportunities, and client relationships. This not only shows that you're engaged but also helps you assess if the company is the right fit for you.
✨Highlight Teamwork Skills
Since the role involves working closely with a diverse team, be ready to share examples of how you've successfully collaborated in the past. Discuss any experiences where you contributed to a team project or supported colleagues, as this aligns with the collaborative spirit at Forvis Mazars.
✨Emphasise Your Growth Mindset
Talk about your commitment to self-development and learning. Share specific instances where you've taken the initiative to improve your skills or knowledge, whether through coursework, internships, or personal projects. This will resonate well with their focus on nurturing talent and professional growth.