Junior Paraplanner - 12 month fixed term, Glasgow
At Forvis Mazars, we're 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. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team work.
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!
* 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.
* Perform tasks including cash flow modelling, tax calculations, liaising with product providers, etc.
Skills, knowledge and experience
* You may already have a background in Paraplanning and will be working towards or already have a Level 4 Diploma qualification.
* High literacy and numeracy skills, both written and verbal, are critical.
* A solution-oriented mindset and adaptability to changing demands and priorities.
This role is based out of our Edinburgh or Glasgow offices and is an initial fixed-term contract of 12 months covering maternity leave.
About Forvis Mazars
Forvis Mazars is a leading global professional services network operating under a single brand worldwide, with offices in over 100 countries and territories.
We celebrate individuality and thrive on teamwork, giving people the freedom to contribute and reach their full potential. More details can be found on our website.
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