Financial Planning Professional

4 days ago


Midlothian, United Kingdom Forvis Mazars Full time

Forvis Mazars offers a dynamic career path with individually designed career progression, allowing you to pursue your interests and grow your skills.

We work with diverse, prestigious clients across various sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

This role, based in our Edinburgh offices, is an excellent opportunity to develop your knowledge in business administration and make a meaningful contribution to our support team.


  • Ensure files and store records are held in accordance with internal standards for efficient access and retrieval.
  • Follow the firm's processes by entering adequate notes of activities in the firm's back office system and providing clear instructions when passing tasks to other team members or teams.
  • Set up new prospects and opportunities on our CRM system, ensuring accurate and timely input.
  • Arrange client meetings, prepare agendas, and complete meeting work including technical and product research as required, along with fund performance data.

Key Skills and Experience:


  • Financial Services industry experience.
  • Excellent communication skills both verbally and in writing.
  • Strong IT skills.
  • Able to work to deadlines.
  • Able to work within defined business processes.
  • Seeks opportunities to develop own skills.

Forvis Mazars is a leading global professional services network, celebrating individuality and teamwork. We support each other to deliver quality, create change, and make an impact, allowing everyone to reach their full potential.



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