Mazars Private Client (MPC) provides independent financial planning and tax advice, and tax compliance services to a range of mass affluent, high net worth, and internationally mobile individuals.

We believe personal financial planning should be holistic, which is why our award-winning private client team consists of experienced experts, including financial planners, wealth managers and tax advisers. The team works closely with colleagues both in the UK and 90 countries internationally, so that we can offer our clients a truly global service

Our unbiased approach to financial planning sets us apart from other financial planning firms. Mazars Financial Planning Ltd (MFP) is the regulated arm of MPC and provides impartial, tailored financial planning advice and wealth management to:

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

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.

To manage MFP's approach to and use of Platforms, Products, and Planning tools, within the context of regulated financial advice, to ensure that the firm is able to deliver suitable product advice to its clients and do so in a highly efficient way which provides an excellent client service

Role & Responsibilities

Analyst within Private Client proposition team, responsible for:

• To manage and maintain the firm's due diligence for product panels including pensions, investment bonds, EIS, VCT, BR products etc.
• To manage and maintain the firm's due diligence for investment platforms.
• To oversee the firm's use of financial planning tools within the advice journey, including A2R, Cashflow, Protection quotes etc.
• To maintain market awareness of technical, product and technological innovations such that the firm can continually provide services in the most efficient and suitable manner.
• To act as subject matter expert on all areas of responsibility and liaise with planning, operations, investment, and compliance teams where relevant.
• To manage service offerings in niche advice areas such as US Persons, Cash Management, Islamic Finance
• Present as a technical expert to internal audiences on all areas of responsibility

• Good awareness of the market and regulatory environment for retail financial advice
• Strong interpersonal skills and the ability to work across teams with multiple stakeholders
• Experience of effective governance structures and strong organisational skills
• A strong desire to succeed and to contribute to a high performing business with the aim of being 'best in class'.

At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business.

We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.