Financial Planning - Trainee Financial Planner - Sutton- 1 September 2026

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 will join a collaborative and inclusive team where you are supported to grow your skills, explore new opportunities, and contribute from day one. You will work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team.

Financial Planning at Forvis Mazars 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. 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.

The role of a financial planner is to 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, starting with understanding what clients really want to achieve and then formulating a plan to help them get there. This may involve income structuring, capital accumulation strategies, retirement plans, investment solutions, and optimising tax efficiencies.

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 supporting the delivery of client service.
• Learn the financial planning process and how this is applied in the profession to client-specific circumstances.
• Obtain relevant information from providers to assist in understanding a client’s affairs.
• Learn about possible solutions that can assist our clients.
• Learn how to use client management software and systems to prepare and keep records of our 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 all parts of client service and support.

In your final two years, you will study and complete your advanced financial planning qualifications to become a chartered financial planner while striving to build your skillset. You will be expected to take responsibility for creating and presenting client solutions while ensuring compliance and best client service.

We are looking for candidates who are on track or have obtained an undergraduate degree, with strong academic performance. A deep curiosity to learn, critical thinking skills, a commitment to self-development, and a strong sense of ownership are essential. You should enjoy meeting new people, work well under pressure, and possess excellent time management skills.

Our supportive culture includes coaching, mentorship, and one-on-one guidance to help you grow, belong, and make an impact. We provide fully funded professional qualifications, time off to study, and a blended training approach including in-person and virtual learning.

Diversity, equity, and inclusion are central to our values at Forvis Mazars. We value our people’s unique backgrounds, perspectives, and experiences, promoting an environment where you can grow your skills and make an impact that matters.

Roles will be closed as soon as we find the right people, so we encourage you to submit your application as soon as possible. Please note the start date is 1 September 2026.