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DB Financial Planning Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Forvis Mazars Full time

About the Role

We are seeking a skilled Financial Planning Specialist 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 clients.

Key Responsibilities

  • Develop comprehensive financial planning strategies in line with client 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 exceptional client service.

About Forvis Mazars

Forvis Mazars is a leading global professional services network, committed to delivering exceptional client experiences and providing audit, tax, and advisory services worldwide. Our strategic vision aims to drive progress for our clients, people, industry, and communities, addressing emerging sustainability issues and promoting human rights, climate change, and environmental responsibility.