Financial Planning - Trainee Financial Planner - Birmingham - 1 September 2026

Only for registered members Birmingham, United Kingdom

1 month ago

Default job background
£40,000 - £60,000 (GBP) per year *
* 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 +


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