Trainee Planner

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\n \n \n 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. \n \n Are you looking to make your mark in Financial Planning? \n \n Are you looking to grow our business as if it was your own? \n \n And are you looking for open, engaged and collaborative teams? \n \n Then apply to the role today! \n \n \n Roles & responsibilities \n \n 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. \n We will fund your study towards the Chartered Institute of Insurance Professional qualification. \n 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 \n \n \n Skills, knowled...
Location:
Poole
Category:
Management & Consultancy

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