Paraplanner

Paraplanner - Edinburgh (or Glasgow)

Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

Are you looking to make an impact in Financial Planning?

Are you looking to grow our business as if it was your own?

Do you want to work for a global top 10 firm?

And are you looking for open, engaged and collaborative teams?

Then apply to the role today!

Roles & Responsibilities

• Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner.
• Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc.

This is a hybrid office, remote and on site-with-client role

Skills, knowledge and experience

• You will have a background in Paraplanning and will be at least level 4 Diploma qualified, with an aspiration to move on to Chartered Status. Any further progress in this regard will be fully supported by the company.
• Critical to the role are a high level of literacy and numeracy, both written and verbal.
• A ‘solution' mindset and adaptable to changing demands and priorities.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.