Paraplanning Professional

2 weeks ago

Edinburgh City Centre, United Kingdom Forvis Mazars Full time
About the Role

We are seeking a highly skilled and experienced Paraplanning Professional to join our team at Forvis Mazars. As a key member of our Private Client service line, you will provide seamless, effective, and proactive administrative support to our financial planners, enabling them to deliver high-quality, tailored financial planning, wealth management, and tax advice to our clients.

Key Responsibilities
  • Develop financial planning strategies in line with client 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.
  • Perform a range of other tasks, including cash flow modeling, tax calculations, and liaison with product providers.
Requirements
  • You will have a background in Paraplanning and 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.
  • A high level of literacy and numeracy, both written and verbal, is critical to the role.
  • A 'solution' mindset and adaptability to changing demands and priorities are essential.
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. We strive to move our clients, people, industry, and communities forward, through our reach and areas of expertise, helping organisations respond to emerging sustainability issues in the global marketplace.

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