Trainee Planner

New Yesterday

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to  grow , feel empowered and that they  belong  to the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer.  You'll have a big say in the way your role and your team works so you can make an  impact  on our business.
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!
Roles & responsibilities
You 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
Skills, knowledge and experience
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.
This role is based in our Poole offices
About Forvis Mazars
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.
At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.
Apply
Location:
Poole
Job Type:
FullTime

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