Financial Planning - Trainee Financial Planner - Birmingham - 1 September 2026
Only for registered members Birmingham, United Kingdom
1 month ago
* This salary range is an estimation made by beBee
Job summary
Join Forvis Mazars as a Financial Planning Trainee and gain experience in client service, financial planning, and wealth management. Work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team.
Responsibilities
- Study and complete your core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financial Planning)
- Learn the financial planning process and how this is applied in the profession to client specific circumstances;
- Research and write reports with your own solutions and ideas to meet client circumstances;
- Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support
Benefits
Annual Leave +
Charitable Giving
Dental Insurance
Wellbeing Benefits
Virtual GP
Cycle to Work
Gym Discounts
Life Assurance
Pension
Flexible Benefits +
Job description
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