At a Glance
- Tasks: Develop financial strategies and draft client reports while collaborating with a dynamic team.
- Company: Forvis Mazars is a global leader in professional services, fostering individuality and teamwork.
- Benefits: Flexible working options, including 4 or 5-day weeks and remote work opportunities.
- Other info: This is a 12-month fixed-term role with potential for growth and development.
- Why this job: Make a real impact in financial planning while growing your skills in an engaging environment.
- Qualifications: Level 4 Diploma in Paraplanning with strong literacy and numeracy skills required.
The predicted salary is between 36000 - 60000 € per year.
At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works. Are you looking to make an impact 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!
This is a fixed term role expected to be 12 months from June/July 2025 and can be based near to our London, Birmingham, Leeds, Manchester, Glasgow or Edinburgh offices. We are also flexible with this being a 4 or 5 day working week with 2-8 days per month being office based.
Roles & responsibilities
- Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner.
- Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
- A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc.
Skills, knowledge and experience
- You will have a background in Paraplanning and will be at least level 4 Diploma qualified.
- Critical to the role are a high level of literacy and numeracy, both written and verbal.
- A ‘solution’ mindset and adaptable to changing demands and priorities.
About Forvis Mazars
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: 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 give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner - 12 month fixed term
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and paraplanning. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews, showcasing your knowledge and enthusiasm for the industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with current paraplanners or financial planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your problem-solving skills and adaptability. Given the dynamic nature of the role, be ready to share examples from your past experiences where you've successfully navigated challenges or adapted to changing priorities.
✨Tip Number 4
Research Forvis Mazars thoroughly. Understand their values, culture, and recent developments. Tailoring your conversation to align with their mission and demonstrating how you can contribute to their goals will make a strong impression.
We think you need these skills to ace Senior Paraplanner - 12 month fixed term
Some tips for your application 🫡
Understand the Role:Read the job description thoroughly to understand the responsibilities and skills required for the Senior Paraplanner position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience:In your CV and cover letter, emphasise your background in Paraplanning and any relevant qualifications, such as your level 4 Diploma. Provide specific examples of financial planning strategies you've developed or reports you've drafted.
Showcase Your Skills:Demonstrate your high level of literacy and numeracy in your application. Use clear and concise language, and ensure that your written communication reflects the professionalism expected in the financial services industry.
Personalise Your Application:Make your application stand out by personalising it. Mention why you want to work at Forvis Mazars specifically, and how you can contribute to their collaborative and solution-oriented culture.
How to prepare for a job interview at MAZARS UK
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Senior Paraplanner. Familiarise yourself with financial planning strategies, compliance standards, and the specific tasks mentioned in the job description. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Qualifications
Since the role requires at least a level 4 Diploma, be prepared to discuss your qualifications and how they relate to the position. Highlight any relevant experience in Paraplanning and be ready to provide examples of how you've successfully developed financial strategies in the past.
✨Demonstrate Adaptability
Forvis Mazars values a solution mindset and adaptability. Be ready to share examples of how you've successfully navigated changing demands or priorities in previous roles. This will show that you can thrive in their dynamic environment.
✨Engage with the Team Spirit
The company emphasises teamwork and collaboration. During the interview, express your enthusiasm for working in a team-oriented environment. Share experiences where you've contributed to a team's success and how you value open communication and collaboration.
