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.
About the team
‘I have been with Forvis Mazars for just over 24 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.' (David Baker, Partner and Head of Financial Planning)
Forvis Mazars Financial Planning
Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high quality private clients.
As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers.
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.
Skills, knowledge and experience
* You will have a background in Paraplanning and will be at least level 4 Diploma qualified.
* 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.
This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards
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:
* Edinburgh Office – Located in Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP. Just a few minutes from Haymarket station with excellent tram and bus links. Close to the historic city centre, offering a perfect mix of heritage and modern business.
* Glasgow Office – Located in 100 Queen Street, Glasgow, G1 3DN. Centrally located with easy access to Glasgow Queen Street and Central stations. Surrounded by great cafés, shops, and city energy in Scotland's largest city.
Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!