Private Client Financial Planning Graduate Trainee – 1 September 2025 – Leeds

Job title:

Private Client Financial Planning Graduate Trainee – 1 September 2025 – Leeds

Company

Forvis Mazars

Job description

Forvis Mazars : who are we?Forvis Mazars LLP is the UK firm of Forvis Mazars Group. In the UK we have over 3,300 employees across 14 locations, delivering an outstanding client experience. Forvis Mazars is an engine for rapid and consistent career progression, offering career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. You can find out more about our firm .Financial planning at Forvis MazarsThe Forvis Mazars Financial Planning service line are an award-winning, independent financial advice firm offering bespoke financial planning and investment advice to private clients such as; Mass Affluent & High Net Worth Individuals and their families, Business Owners, Trustees and Executors. For us it’s not about a one-off transaction, it’s about building a strong and lasting relationship through generations. We are a leading, purely fee based, Independent Financial Adviser (IFA) and we provide a full range of financial planning services, from cash flow planning / financial health checks to full advice about retirement planning, pension planning, investments and asset management.Because we are independent our advice is truly unbiased and tailored to clients ensuring that each of our services is tailored to meet their needs, circumstances and lifestyle objectives, this approach ensures that we help clients to achieve their life goals and we look after our clients with supportive, valuable, ongoing relationships and support.About the Financial Planning teamThe role of a financial planner is to ensure clients are advised holistically in all areas of their financial plans in order to meet their life goals. The aim is to build a financial strategy to meet a client’s long term objectives. The first step is finding out what clients really want to achieve and then formulate a plan which will assist them, considering remuneration strategies or retirement income planning, advising on investments or savings strategies as well as looking at any potential risks and how these can be mitigated. We build on this with creating long term deep client relationships where we reguarly work with clients over decades from initially building wealth all the way through to retirement and beyond and seeing their life goals achieved.Hear from our trainee, :‘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 .About the roleDuring your first two years you will:

• Study and complete your core financial planning qualifications (CII Diploma in Financial Planning) whilst working in a regional office in supporting the delivery of client service
• Learn the financial planning process and how this is applied in the profession to client specific circumstances;
• Be able to obtain relevant information from providers in order to assist an understanding a client’s affairs.
• Learn about the possible solutions that can assist our clients;
• Learn how to use client management software and systems in order to prepare and keep records of our client advice
• Learn about the consumer duty responsibilities, compliance and regulatory aspects of the profession you must adhere to
• Research and write reports with your own solutions and ideas to meet client circumstances; and
• Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support

For your final two years of your training you will study and complete your advanced financial planning qualifications to become a chartered financial planner whilst striving to build your skillset. You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner. You will also commence your business development strategy to grow your footprint in your region. Please note there is a final internal assessment at the end of year 4 which is required in order to meet our regulatory Training and Competency Scheme requirements to move into the role as a Financial Planner.You’re joining us as a permanent employee, so the four years is only the beginning of your exceptional career journey.Who we’re looking for

• On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don’t always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. You can read about our approach to academics

.

• Deep curiosity to learn new things and is naturally inquisitive;

• The ability to think critically solve problems and share knowledge with others;

• A commitment to self-development and learning;

• Strong sense of ownership of duties and high levels of responsibility to deliver on promises;

• Try their best in all they do and always looking for ways to improve;

• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;

• Works well under pressure and have a positive ‘can-do’ attitude if faced with challenging situations;

• Excellent time management skills;

• A willingness to travel and adhere to our flexible working environment.

Learning and developmentFully funded professional qualification for this role: Chartered Insurance Institute (CII)Additional qualification(s): n/aOur supportive culture includes coaching, mentorship, and one-on-one guidance. 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 excel in your professional career; this includes 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 .Inclusion and diversityBeing inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond, is fully supported to be their unique self and provided with a level playing field. To read more about our approachNext stepsRoles 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. If you are an international applicant and/or require a visa please before applying to be aware of deadlines and important information you need to know before applying.

Expected salary

Location

Leeds

Job date

Sun, 13 Oct 2024 04:30:14 GMT

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