**Assistant Financial Planner - Private Client**

**At Forvis Mazars, were agile enough to embrace change and deliver impact.
This means we encourage people to feel empowered to be part of the future
direction of the firm. Were constantly improving the way we work, so that we
enhance the solutions we offer. So You'll have a big say in the way your role
and your team works**

Are you looking to make an impact in Financial Planning? Perhaps taking the
opportunity to move from a Paraplanning role into a customer facing role? Are
you looking to develop your knowledge and become a qualified financial planner
working alongside Natalie our pioneer partner? And are you looking for open,
engaged and collaborative teams? Then apply to the role today!

**About the team**

_‘I have been with Forvis Mazars for just nearly 11 years and during that time
have been truly impressed by our culture. We take a collaborative approach and
are genuinely committed to giving people opportunities. ‘(Natalie Wright,
Partner and Head of UK Family Business)_

To provide seamless, effective and proactive support to our Private Client
service line that in turn provides impartial, tailored financial planning,
wealth management and tax advice to our prestigious client base of: HNW
Individuals; Business Owner Managers and Trustees - Private and Charitable.

This is predominantly an office-based role.

**About the role**

* We have a newly created Assistant Financial Planner role due to the success of the Forvis Mazars Financial Planning team
* You will be expected to take responsibility for client solutions and the delivery of these whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.
* We will fund your study towards the Chartered Institute of Insurance Professional qualification.
* For the rest of your training you will be striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right

****

**What are we looking for?**

* A 2:1 or above in any degree discipline
* Ideally, level 4 Diploma in Financial Planning
* Minimum of 112 UCAS points. _This is based on the new 2017 UCAS Tariff. You can calculate your UCAS points[here](https:www.ucas.comucastariff-calculator)._
* Grade B or above in GCSE English Language and Maths.

**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.

Both member firms share a commitment to providing an unmatched client
experience, delivering audit & assurance, tax and advisory services around the
world. Together, our strategic vision strives to move our clients, people,
industry and communities forward. Through our reach and areas of expertise, we
help organisations respond to emerging sustainability issues in the global
marketplace including human rights, climate change, environmental impacts and
culture.

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 empower our people and celebrate individuality. We thrive
on teamwork and are agile. We have bold foresight and give people the freedom
to make a personal contribution to our shared purpose. We support one another
to deliver quality, create change and have a deeper understanding, to help
make an impact so that everyone can reach their full potential.

Our office in Leeds is based at 3 Wellington Place, a mere five-minute walk
from the train station, in the heart of the citys business district. Feel
free to visit us in person or arrange a call with one of our accountants,
advisors, auditors, or tax specialists. We are fully equipped with the local
and international know-how to support regional businesses of all sizes, across
a range of sectors and industries, as well as private individuals.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure
everyone, whether in the recruitment process or beyond is fully supported to
be their unique self. To read more about our approach [click
here](https:jobs.mazars.co.ukjobsinclusion-diversity)

Our aim is to make the recruitment process as accessible and inclusive as
possible - please contact us to discuss any changes you may require so we can
work with you to support you throughout your application.

Visit forvismazars.comuk to learn more.