Junior Paraplanner

About the company

Forvis Mazars is a leading global professional services network providing audit, assurance, tax, and advisory services. The UK network spans 14 offices and includes over 3,400 professionals and 190 partners.

“During my 16 years at Forvis Mazars, I have progressed from a Graduate Trainee to Partner. I have chosen to stay and develop my career here at Forvis Mazars due to the genuine client‑centric, planning‑led approach we take with our clients and the culture of development we foster within our teams.” – Ross Lambert, Partner and Chartered Financial Planner;
Financial Planning

Provide seamless, effective and proactive support to the Private Client service line, delivering impartial, tailored financial planning, wealth management and tax advice to individuals, business owners, managers and trustees.

• Develop financial planning strategies in line with each client's needs, goals and objectives, in agreement with the financial planner.
• Draft client‑centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• Carry out tasks such as cash‑flow modelling, tax calculations, and liaising with product providers.

• Background in paraplanning; either qualified or working towards a Level4 Diploma.
• High level of literacy and numeracy, written and verbal.
• Solution‑oriented mindset and adaptability to changing demands and priorities.

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives and experience, and recognise that diversity creates better outcomes for our clients. We seek to attract, develop and retain the best talent, inclusive of sex, ethnicity, disability, socio‑economic background, sexual orientation, gender identity, nationality and faith. Candidates are selected on the basis of skills, knowledge, qualifications and experience, and we aim to support all team members to reach their potential.