Junior Paraplanner

Descripción del puesto:

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.

About The Role

* 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.

What We Are Looking For

* 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.

Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters