At Forvis Mazars, we're agile enough to embrace change and deliver impact. Are you looking to make an impact in Financial Planning?
This is a fixed term role expected to be 12 months from May/June 2025 and can be based near to our London, Birmingham, Leeds, Manchester, Glasgow or Edinburgh offices, we are also flexible with this being a 4 or 5 day working week with 2-8 days per month being office based
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.
Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: 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.