Junior Paraplanner - 12 month fixed term

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage our people to feel empowered to shape the future of the firm. We are constantly improving our work processes to enhance our solutions. You will have a significant influence on your role and your team's way of working.

Are you eager to make an impact in Financial Planning?

Are you interested in growing our business as if it were your own?

Do you thrive in open, engaged, and collaborative teams?

If so, apply to the role today!

Roles & Responsibilities

• Develop financial planning strategies aligned with client needs, goals, and objectives, in collaboration with the financial planner.
• Draft client-centric financial planning reports to meet or exceed activity targets and comply with regulatory standards.
• Perform tasks such as cash flow modelling, tax calculations, and liaising with product providers.

Skills, Knowledge, and Experience

This role is based in 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. It comprises Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership active in over 100 countries and territories.

At Forvis Mazars, 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, enabling everyone to reach their full potential. More details can be found on our website.

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