Paraplanner (4352)

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 works. 

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!

This could be an opportunity for either a Junior Paraplanner or a more experienced Paraplanner

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 may already have a background in Paraplanning and will be working towards being level 4 Diploma qualified, or qualified already.
• 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 role is based out of our Leeds offices

About Forvis Mazars

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

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential, further details can be found on our website.

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