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Financial Planning Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Forvis Mazars Full time
{"title": "Financial Planning Specialist", "content": "About the Role

We are seeking a highly skilled Financial Planning Specialist to join our Private Client service line. As a key member of our team, you will be responsible for developing financial planning strategies that meet and exceed client expectations.

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.
  • Collaborate with financial planners to provide seamless, effective, and proactive administrative support.

Requirements:

  • Background in Paraplanning and at least level 4 Diploma qualified.
  • High level of literacy and numeracy, both written and verbal.
  • Adaptable to changing demands and priorities.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. Our team is dedicated to providing an unmatched client experience, delivering audit & assurance, tax, and advisory services around the world.

We are committed to creating a diverse, inclusive, and supportive work environment that allows our people to thrive and reach their full potential.

Join us in Glasgow, a vibrant Scottish hub famous for its art, architecture, industrial heritage, and warm, welcoming locals.

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