Trainee Financial Planner (Graduate) - Private Client Financial Planning - Milton Keynes - Sept 2024

Finance, Accountancy, Audit, Economics.

About us

Mazars is a leading international professional services firm delivering exceptional quality in audit, tax, financial advisory, outsourcing and consulting. It's also a fun, fast-paced, positive place to work and make friends.  

Mazars & me
At Mazars, we celebrate individuality. We work together. We drive change. We make an impact.

At Mazars we have a wide range of opportunities for you to gain experience in a firm that truly cares about your aspirations. Our business is an engine for rapid and consistent career progression, and we are known for giving ambitious people early responsibility and exposure. 

Are you a graduate with strong interpersonal skills with a keen interest in technical excellence? Are you an effective communicator keen on adding value to your client's day? If you are an analytical thinker and have a commitment to self-development and learning, this is a great opportunity for you.   

About Mazars Private Client (MPC) 

The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to: 

  • Mass Affluent Individuals 
  • Business Owners 
  • High Networth Individuals 
  • Trustees - Private and Charitable 

Our award-winning team is expert, personable and highly qualified to provide clients with financial planning that sets us apart from other firms.  

We are a leading, purely fee based, Independent Financial Adviser (IFA) and we provide a full range of financial planning services, from cash flow planning / financial health checks to full advice about retirement planning, pension planning, investments and asset management. 

Because we are independent our advice is truly unbiased and tailored to clients ensuring that each of our services is tailored to meet their needs, circumstances and lifestyle objectives, this approach ensures that we help clients to achieve their life goals and we look after our clients with supportive, valuable, ongoing relationships and support. 

About the role 

The role of a financial planner is to ensure clients are advised holistically in all areas of their financial plans in order to meet their life goals. The aim is to build a financial strategy to meet a client's objectives. The first step is finding out what clients really want to achieve and then formulate a plan which will assist them, considering remuneration strategies or retirement income planning, advising on investments or savings strategies as well as looking at any potential risks and how these can be mitigated. 

We are now operating a hybrid working model, so as a trainee you will split your time between working from home, visiting the office, client sites when required or studying for your professional exams. You may also need to travel to other Mazars regional offices for training purposes while you build your understanding of client affairs in preparation for managing your own portfolio. 

During your first two years you will: 

  • Study and complete your core financial planning qualifications whilst working in a regional office in supporting the delivery of client service  
  • Learn the financial planning process and how this is applied in the profession to client specific circumstances; 
  • Be able to obtain relevant information from providers in order to assist an understanding a client's affairs. 
  • Learn about the possible solutions that can assist our clients; 
  • Learn how to use client management software and systems in order to prepare and keep records of our client advice 
  • Learn about the consumer duty responsibilities, compliance and regulatory aspects of the profession you must adhere to 
  • Research and write reports with your own solutions and ideas to meet client circumstances; and 
  • Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support 

For your final two years of your training you will Study and complete your advanced financial planning qualifications whilst striving to build your skillset in order to be a financial planner at Mazars in your own right. You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.

You will also commence your business development strategy in order to grow your footprint in your region. Please note there is a final internal assessment at the end of year 4 which is required in order to meet our regulatory Training and Competency Scheme requirements to move into the role as a Financial Planner.

The person  

  • Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility 
  • A curious nature; the interest and willingness to know what drives people in order to understand what they want to achieve 
  • Analytical skills; the ability to think critically, research and solve problems 
  • Willingness to exceed client expectations whilst managing different needs and having the desire to get work done 
  • Attention to detail and strong time-management skills along with the ability to work quickly and under pressure 
  • Commitment to self-development & learning 
  • Affinity with our values; in particular, respect for individuals, diversity and integrity 

Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. We balance your academic results alongside the aptitude assessment within our recruitment process to ensure that you will be successful in your role with us.   

Benefits

  • Annual leave
  • Charitable giving
  • Dental Insurance
  • Wellbeing benefits
  • Virtual GP
  • Cycle to work
  • Gym discounts
  • Life assurance
  • Pension
  • Flexible benefits

Learning and development 

We offer a diverse range of experiences, with prestigious clients and dynamic projects across a range of sectors and geographies. We offer an excellent technical grounding and real responsibility from the start, with early exposure to clients and partners. We have a culture of coaching, feedback, mentorship and one-to-one support, so you will learn from working closely with accessible colleagues and leaders who have so much to share. Most importantly, we give our people the tools and support they need to define their own career path and realise their full potential. As part of your training, we offer the opportunity to gain a professional qualification whilst earning a competitive salary and gaining invaluable experience.  

This includes funding, time off to study, attend college and complete online courses. Your professional qualification is only part of the story at Mazars; we support all our trainees with a blended approach to training and development including classroom study, 1:1 coaching, and soft skills training. We will fund you towards the CII qualification. 

You will be supported by a mentor and an appraising manager to keep your career and aspirations on track. And you will be allocated a buddy who will support you to settle into the team and navigate your first year at Mazars.   

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Job ID Number: 3462
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Shortlisted
  • Deadline
    Ongoing
  • Starting
    September 2024
  • Salary
    Competitive + benefits
  • Degree required
    All grades
  • Location
    Milton Keynes (Hybrid)
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Preferred Disciplines...
  • Accountancy
  • Analytics
  • Business
  • Economics
  • FinTech
  • Finance
Also Accepting...
  • Data Science
  • Information Technology
  • Maths
  • Statistics
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