Administrative Support Professional

2 months ago


Glasgow, Glasgow City, United Kingdom Forvis Mazars Full time

About the Role

We are seeking a highly skilled and detail-oriented individual to join our team as a DB Financial Planning Specialist. As a key member of our Private Client service line, you will provide seamless, effective, and proactive administrative support to our financial planners.

Key Responsibilities

  • Develop comprehensive financial planning strategies in line with clients' needs, goals, and objectives, in collaboration with our financial planners.
  • Draft high-quality, client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
  • Perform a range of tasks, including cash flow modeling, tax calculations, and liaison with product providers, to ensure seamless delivery of our services.

About Forvis Mazars

Forvis Mazars is a leading global professional services network, operating under a single brand worldwide. Our network is committed to providing an unmatched client experience, delivering audit & assurance, tax, and advisory services around the world.

Our Culture

We value our people and strive to create an environment where everyone can reach their full potential. Our office is located in the heart of a vibrant city, known for its art, architecture, industrial heritage, and warm, welcoming locals.

What We Offer

We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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