Financial Planning Industrial Placement

**Overview of the Mazars Private Client (MPC) service line**

The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to:

- Individuals
- Business Owner-Managers
- Trustees - Private and Charitable

Our unbiased approach to financial planning sets us apart from other financial planning firms. We are a leading, purely fee based, Independent Financial Adviser (IFA). We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.

Because we are independent, we are not reliant on commission payments from providers which means our advice is truly tailored to clients. As a result, clients only pay for our advice, as they require it. This approach to financial planning, based solely on a client's circumstances and lifestyle objectives, sets us apart from other financial planning firms.

**Job purpose**

The role of a financial planner is to ensure clients are advised holistically in all areas of their financial affairs. The aim is to build a financial strategy to meet a client's objectives. The first step is finding out what clients really want to achieve and then trying to assist them, considering remuneration strategies or retirement income planning, advising on investments or savings strategies as well as looking at any potential risks and how these can be mitigated.

This placement will suit someone who has a desire to become Financial Planner in the future. You'll focus on supporting our Financial Planners.

We are now operating a hybrid working model, so as a trainee you will split your time between working from home, visiting the office, client sites when required, travel to other Mazars regional offices for training or studying for your professional exams.

**During your placement you will**:

- Be based in our financial planning team supporting our client facing work demands
- Learn the financial planning process and the roles involved in meeting our clients needs
- Learn about the possible solutions that can help meet our client's needs
- Learn how to use client management software, technology systems, and our MI suite
- Learn about the compliance and regulatory aspects of the profession to which you must adhere; and
- Provide assistance to our financial planners and paraplanners in providing the service to our clients
- Demonstrate your ability to take ownership of client work, data updates and projects which aim to maintain our client service levels

This placement will help you build your knowledge, experience and skillset to be in a stronger position to return to Mazars to become a financial planner after you complete your studies.

**If you are offered a permanent role to return at the end of your placement, you will re-join as a second year after completing your degree.**

**The person**
- Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility
- A curious nature; the interest and willingness to know what drives people in order to understand what they want to achieve
- Analytical skills; the ability to think critically, research and solve problems
- Willingness to exceed client expectations whilst managing different needs and having the desire to get work done
- Attention to detail and strong time-management skills along with the ability to work quickly and under pressure
- Commitment to self-development & learning
- Affinity with our values; in particular, respect for individuals, diversity and integrity
- Have a strong interest in pursuing a career as a Financial Planner or Wealth Manager
- Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self - academic achievements as well as other experiences in which you have grown and developed. We balance your academic results alongside the aptitude assessment within our recruitment process to ensure that you will be successful in your role with us._

**Training**

We will fund your study towards the CII (Charted Institute of Insurance) professional qualifications.

You will receive a full study package to ensure that you make progress towards achieving a professional qualification. This includes time off to study, attend college and complete online courses. Your professional qualification is only part of the story at Mazars; we support all our trainees with a blended approach to training and development including classroom study, 1:1 coaching, and soft skills training.

You will be supported by an appraising manager to keep your career and aspirations on track. You will also be allocated a buddy, who will support you to settle into the team and navigate your first year at Mazars.

**Benefits**:
Annual Leave +

Charitable Giving

Dental Insurance

Wellbeing Benefits

Virtual GP

Cycle to Work

Gym Discounts

Life Assurance

Pension

Flexible Benefit