Trainee Planner

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered, and belong to the future direction of the firm. We're constantly improving the way we work to enhance the solutions we offer. You'll have a significant say in how your role and team operate, enabling you to make an impact on our business.

Are you looking to make your mark in Financial Planning?

Are you eager to grow our business as if it were your own?

Do you seek open, engaged, and collaborative teams?

If so, then apply to the role today!

• You will be responsible for client solutions and their delivery, ensuring deadlines are met while providing the best client service in a compliant manner.
• We will fund your study towards the Chartered Institute of Insurance Professional qualification.
• For the rest of your training, you will work on building your skillset to become a financial planner at Forvis Mazars independently.

Skills, knowledge, and experience

• A 2:1 or above in any degree discipline
• Ideally, Level 4 Diploma in Financial Planning (or equivalent)
• Minimum of 112 UCAS points (based on the 2017 UCAS Tariff)
• Grade B or above in GCSE English Language and Maths

This role is based in our Poole offices

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating under a single brand worldwide. It comprises two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories.

We celebrate individuality and thrive on teamwork. We empower our people to contribute personally to our shared purpose. We support one another to deliver quality, create change, and make an impact, helping everyone reach their full potential. For more details, visit our website.