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- Tasks: Support clients with financial solutions while developing your skills in a collaborative environment.
- Company: Join Forvis Mazars, a global leader in professional services with a focus on inclusion and collaboration.
- Benefits: Study funding for professional qualifications, competitive salary, and a supportive team culture.
- Why this job: Make a real impact in financial planning while growing your career from day one.
- Qualifications: 2:1 degree or above, ideally with a level 4 Diploma in Financial Planning.
- Other info: Dynamic London office location with excellent transport links and career growth opportunities.
The predicted salary is between 20000 - 28000 £ per year.
At Forvis Mazars, we are always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You will be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you will belong to your local team, gain global experience, and make a meaningful impact now and in the future.
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!
ResponsibilitiesYou will be expected to take responsibility for client solutions and the delivery of these whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner. We will fund your study towards the Chartered Institute of Insurance Professional qualification. For the rest of your training, you will be striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right.
Qualifications- A 2:1 or above in any degree discipline
- Ideally, level 4 Diploma in Financial Planning (or equivalent)
- Minimum of 112 UCAS points. This is based on the new 2017 UCAS Tariff.
- Grade B or above in GCSE English Language and Maths.
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We are united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you will be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you are looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
LocationLondon Office – Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul’s and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.
Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!
Trainee Financial Planner employer: MAZARS UK
Contact Detail:
MAZARS UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might help you land that dream role!
✨Tip Number 2
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the real deal. The more comfortable you are, the better you'll shine when it counts.
✨Tip Number 3
Show your passion for financial planning! When you get the chance to chat with potential employers, let your enthusiasm shine through. Share your ideas and how you can contribute to their team – they’ll love your proactive attitude!
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're keen and makes it easier for us to spot your talent. Don’t miss out on the chance to grow and belong with us at Forvis Mazars!
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re genuinely excited about the role and how you can contribute to our team at Forvis Mazars.
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Planner position. Highlight relevant experiences and skills that align with what we’re looking for. This shows us that you’ve done your homework and are serious about joining our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Be personal, be engaging, and don’t forget to mention how you align with our values of collaboration and individuality. We love a good story!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive and ready to take the first step in your career with us!
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 and be ready to discuss how they relate to the role of a Trainee Financial Planner.
✨Show Your Passion
Demonstrate your enthusiasm for financial planning during the interview. Share any relevant experiences or projects that sparked your interest in the field. This will show that you're not just looking for a job, but that you're genuinely excited about contributing to the team.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask your interviewers. This could be about their approach to client solutions or how they support professional development. It shows that you're engaged and serious about your future with the company.
✨Be Yourself
Forvis Mazars values individuality, so don’t be afraid to let your personality shine through. Be authentic in your responses and share your unique perspective. This will help you connect with the interviewers and demonstrate that you’d be a great fit for their collaborative culture.