Financial Planning Associate

3 weeks ago

Glasgow, Glasgow City, United Kingdom Forvis Mazars Full time

Financial Planning Associate - Glasgow

At Forvis Mazars, we are dedicated to fostering rapid and consistent career advancement, providing tailored career trajectories that align with your interests, adapt to your evolving needs, and help you realize your full potential. Our diverse clientele spans various sectors and regions, offering you the chance to continually enhance and develop your skills for ongoing professional growth.

Are you eager to make a difference in the realm of Financial Planning? Do you aspire to cultivate our business as if it were your own? Are you seeking a collaborative, engaged, and open team environment? If so, we encourage you to explore this opportunity.

About the Team

'Having been part of Forvis Mazars for over 26 years, I have been consistently impressed by our culture. We embrace a collaborative approach and are genuinely committed to providing opportunities for our team members.' (Kevin Garfagnini, Director, Private Client; Wealth Management and Financial Planning)

Your role will involve delivering seamless, effective, and proactive administrative support to our Private Client service line, which offers impartial, customized financial planning, wealth management, and tax advisory services to: Individuals; Business Owner Managers; and Trustees - both Private and Charitable.

Key Responsibilities

  • Formulate financial planning strategies that align with the client's needs, aspirations, and objectives, as established with the financial planner.
  • Prepare client-focused financial planning reports that meet or exceed established activity targets and regulatory/compliance standards.
  • Engage in various tasks including cash flow modeling, tax computations, and liaising with product providers.

What We Are Looking For

  • A background in Paraplanning is essential, and candidates should possess at least a level 4 Diploma, with a desire to pursue Chartered Status. The company will fully support any further progress in this regard.
  • A high level of literacy and numeracy, both written and verbal, is critical to the role.
  • A 'solution-oriented' mindset and adaptability to changing demands and priorities are essential.

About Forvis Mazars

Forvis Mazars is a prominent global professional services network, operating under a unified brand worldwide, with two primary members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership active in over 100 countries and territories.

Both member firms are committed to delivering an unparalleled client experience, providing audit & assurance, tax, and advisory services globally. Our strategic vision aims to advance our clients, people, industries, and communities. Through our extensive reach and expertise, we assist organizations in addressing emerging sustainability challenges in the global marketplace, including human rights, climate change, environmental impacts, and cultural considerations.

Our office is situated in a vibrant city known for its rich art, architecture, industrial heritage, and welcoming locals. There are numerous attractions to explore, from cultural venues to various dining and shopping options.

We pride ourselves on being a diverse, multicultural, and multi-generational team with a strong sense of connection and belonging. This is a place where you can take charge of your career, engage actively, believe in your capabilities, and implement your ideas.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We empower our team members to contribute personally to our shared mission. We support one another in delivering quality, creating change, and making a meaningful impact, enabling everyone to reach their full potential.

Inclusivity is fundamental to our culture at Forvis Mazars; we strive to ensure that everyone, whether in the recruitment process or beyond, is fully supported in being their authentic selves. Our goal is to make the recruitment process as accessible and inclusive as possible, and we encourage open communication regarding any adjustments needed to support you throughout your application process.

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