Associate Financial Planner (5084) At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. Are you looking to make an impact in Financial Planning? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today! What You'll Do: 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. What You'll Bring: You will be working towards level 4 Diploma qualified or qualified already, with an aspiration to move on to Chartered Status. Any further progress in this regard will be fully supported by the company our aim is to develop you through to Planner status. 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. What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Birmingham Office – Located in Paradise Birmingham, 2 Chamberlain Square, Birmingham, B3 3AX. Within walking distance of Birmingham New Street and Snow Hill stations. Situated in the heart of the city's business and leisure district, with stunning modern architecture. Ready to Grow, Belong, and Impact ? Apply now and join us at Forvis Mazars! Documents FM - 5084 - Associate Financial Planner JD.pdf (184.82 KB)