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Trainee Financial Planner

Forvis Mazars, Milton Keynes

Trainee Financial Planner

Salary not available. View on company website.

Forvis Mazars, Milton Keynes

  • Full time
  • Permanent
  • Onsite working

Posted 3 weeks ago, 7 Aug | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: 78d483e452e541c0af6606e63fc7bcc3

Location ref: Milton Keynes

Full Job Description

To provide seamless, effective and proactive administrative 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 - Private and Charitable.,

  • 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 will be working towards level 4 Diploma qualified or qualified already, with an aspiration to move on to Chartered Status. Any further progress in this regard will be fully supported by the company.
  • 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.
    • This role will be based out of our Milton Keynes office.

    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 'I have been with Forvis Mazars for over 14 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. '(Ross Lambert, Partner, Private Client; Financial Planning)

Direct job link

https://www.jobs24.co.uk/job/trainee-financial-planner-127163758
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