Financial Planning Assistant

3 weeks ago

Birmingham, Birmingham, 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 Assistant. As a key member of our team, 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, in collaboration with financial planners.
  • Draft 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.

Requirements:

  • You will be working towards level 4 Diploma qualified, with an aspiration to move on to Chartered Status. We will fully support your progress in this regard.
  • Critical to the role are high levels of literacy and numeracy, both written and verbal.
  • 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 commitment to providing an unmatched client experience drives our strategic vision, which 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.

Birmingham is one of the most diverse and exciting cities in Europe, and our office is situated in the heart of the central business district – just a short walk from both New Street and Snow Hill stations. We are proud of the work we do here in the UK's second-biggest city, a city full of business opportunities across a range of sectors.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself, and put your ideas into action. At Forvis Mazars, we celebrate individuality and thrive on teamwork, giving people the freedom to make a personal contribution to our shared purpose.

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