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Junior Paraplanner

Forvis Mazars, Milton Keynes

Junior Paraplanner

Salary not available. View on company website.

Forvis Mazars, Milton Keynes

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 8 Jul | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: f4476dd33cc34292a60e97c8abc1f594

Location ref: Milton Keynes

Full Job Description

  • 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.

    You may already have a background in Paraplanning and will be working towards being level 4 Diploma qualified, or qualified already.
  • 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.

    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 nation 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 team 'During my 16 years at Forvis Mazars, I have progressed from a Graduate Trainee to Partner. I have chosen to stay and develop my career here at Forvis Mazars due to the genuine client-centric, planning-led approach we take with our clients and the culture of development we foster within our teams. We also benefit from being part of a large global firm so work with colleagues from across the business and work with a wide range of interesting clients' (Ross Lambert, Partner and Chartered Financial Planner; Financial Planning) To provide seamless, effective and proactive support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees.

Direct job link

https://www.jobs24.co.uk/job/junior-paraplanner-127082093
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