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Paraplanner
3 months ago
Paraplanner
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.
Are you looking to make an impact 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
This is a hybrid office/remote/on-site with client role and can be based out of our Glasgow or Edinburgh offices.
About the team
‘I have been with Forvis Mazars for just over 26 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. ‘(Kevin Garfagnini, Director, Private Client; Wealth Management and Financial Planning)
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.
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 are we looking for?
- You will have a background in Paraplanningand will be at least level 4 Diploma qualified, 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.
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.
Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.
‘People make Glasgow' is our city's message, and it really is appropriate for this vibrant Scottish hub – famous for its art, architecture, industrial heritage, and warm, welcoming locals.
There are lots of things to see and do here, from The SSE Hydro, Glasgow Science Centre, and the SEC Armadillo, to the many galleries, shops, bars, and restaurants on offer. You can even go for a ride on the most uncomplicated subway in the world – known informally as ‘the Clockwork Orange.'
Our office is located in the heart of the city, a short walk from Glasgow Queen Street and Glasgow Central train stations. The team here contains a wealth of experience, advising a broad range of clients across Scotland, within different markets and industries.
We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.
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.
Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here
Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application
