Private Client Financial Planning Graduate Trainee - September 2025 - Leeds

Job description

During your first two years you will:

• Study and complete your core financial planning qualifications (CII Diploma in Financial Planning) whilst working in a regional office in supporting the delivery of client service
• Learn the financial planning process and how this is applied in the profession to client specific circumstances;
• Be able to obtain relevant information from providers in order to assist an understanding a client's affairs.
• Learn about the possible solutions that can assist our clients;
• Learn how to use client management software and systems in order to prepare and keep records of our client advice
• Learn about the consumer duty responsibilities, compliance and regulatory aspects of the profession you must adhere to
• Research and write reports with your own solutions and ideas to meet client circumstances; and
• Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support

For your final two years of your training you will study and complete your advanced financial planning qualifications to become a chartered financial planner whilst striving to build your skillset. You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner. You will also commence your business development strategy to grow your footprint in your region. Please note there is a final internal assessment at the end of year 4 which is required in order to meet our regulatory Training and Competency Scheme requirements to move into the role as a Financial Planner.

You're joining us as a permanent employee, so the four years is only the beginning of your exceptional career journey.

Learning and development

Fully funded professional qualification for this role: Chartered Insurance Institute (CII)

Our supportive culture includes coaching, mentorship, and one-on-one guidance. In addition to funding qualifications, we provide time off to study, and a blended training approach including in person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will also receive comprehensive quality training and development to excel in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and become a standout talent. To understand more read our FAQs.

What we are looking for

• On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. You can read about our approach to academics in our FAQs.
• Deep curiosity to learn new things and is naturally inquisitive;
• The ability to think critically solve problems and share knowledge with others;
• A commitment to self-development and learning;
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises;
• Always looks to try their best in all they do and always looking for ways to improve;
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;
• Works well under pressure and have a positive ‘can-do' attitude if faced with challenging situations;
• Excellent time management skills;
• A willingness to travel and adhere to our flexible working environment.

Accepted degree subjects

Any

Additional job details

How to apply

Click Apply to start your application now. This job will be available on Prospects until 31 December 2024

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Closing date:  31 December 2024