Trainee Financial Planner

3 months ago

London, United Kingdom Mazars Full time

**At Mazars we have a wide range of opportunities for you to gain experience in a firm that truly cares about your aspirations. Our business is an engine for rapid and consistent career progression, and we are known for giving ambitious people early responsibility and exposure.**
- Are you a graduate with strong interpersonal skills with a keen interest in technical excellence? Are you an effective communicator keen on becoming an expert in providing tailored financial advice? If you are a curious, analytical thinker and have a commitment to self-development and learning, this is a great opportunity for you._

**About the role**

The role of a financial planner is to ensure clients are advised holistically in all areas of their financial plans in order to meet their life goals. The aim is to build a financial strategy to meet a client's objectives. The first step is finding out what clients really want to achieve and then formulate a plan which will assist them, considering remuneration strategies or retirement income planning, advising on investments or savings strategies as well as looking at any potential risks and how these can be mitigated.

We are now operating a hybrid working model, so as a trainee you will split your time between working from home, visiting the office, client sites when required or studying for your professional exams. You may also need to travel to other Mazars regional offices for training purposes while you build your understanding of client affairs in preparation for managing your own portfolio.

During your first two years you will:

- Study and complete your core financial planning qualifications 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 whilst striving to build your skillset in order to be a financial planner at Mazars in your own right. 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 in order 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.

**About Mazars Private Client (MPC)**

The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to:

- Mass Affluent Individuals
- Business Owners
- High Networth Individuals
- Trustees - Private and Charitable

Our award-winning team is expert, personable and highly qualified to provide clients with financial planning that sets us apart from other firms.

We are a leading, purely fee based, Independent Financial Adviser (IFA) and we provide a full range of financial planning services, from cash flow planning / financial health checks to full advice about retirement planning, pension planning, investments and asset management.

Because we are independent our advice is truly unbiased and tailored to clients ensuring that each of our services is tailored to meet their needs, circumstances and lifestyle objectives, this approach ensures that we help clients to achieve their life goals and we look after our clients with supportive, valuable, ongoing relationships and support.

**The person**
- Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility
- A curious nature; the interest and willingness to know what drives people in order to understand what they want to achieve
- Analytical skills; the ability to think critically, research and solve problems
- Willingness to exceed client expectations whilst managing different needs and having the desire to get work done
- Attention to detail and strong time-management skills along with the ability to work quickly and under pressure
- Commitment to self-development & learning
- Affinity with our values; in particular, respect for individuals, diversity and integrity
- Strong academic

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