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Financial Planning Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Forvis Mazars Full time
About the Role

We are seeking a highly skilled and motivated individual to join our Private Client service line as a Financial Planning Specialist. As a key member of our team, you will be responsible for providing seamless, effective, and proactive administrative support to our clients.

Key Responsibilities:

  • Develop financial planning strategies in line with client needs, goals, and objectives.
  • 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 modelling, tax calculations, and liaising with product providers.

About Forvis Mazars

Forvis Mazars is a leading global professional services network, operating under a single brand worldwide. Our strategic vision strives to move our clients, people, industry, and communities forward. We help organisations respond to emerging sustainability issues in the global marketplace, including human rights, climate change, environmental impacts, and culture.

Our office is located in the heart of Glasgow, a vibrant Scottish hub famous for its art, architecture, industrial heritage, and warm, welcoming locals. We support one another to deliver quality, create change, and make an impact so that everyone can reach their full potential.