As a Trainee Financial Planner your time will be split between meeting clients, working in the office and studying for your professional exams.
Your typical day will vary between:
- Learning the financial planning advice process and developing the technical and soft skills needed to work with clients;
- Nurturing client relationships through meetings and developing an understanding of their financial position;
- Preparing client advice reports;
- Attending in-house training;
- Studying towards your professional qualification.
Over time, you will build a portfolio of your own clients and advise them in all areas of their financial affairs, including the ongoing management of their investment portfolios.
Training and support
We will fund your study towards the CII Advanced Diploma in Financial Planning qualification during your placement year.
You will receive a full study package and time off to study and attend college. Your professional qualification is only part of the story at Mazars; we support all of our trainees with a blended approach to training and development including classroom study, 1:1 coaching, and soft skills training.
You will be supported by a mentor and an appraising manager to keep your career and aspirations on track.
We recognise that benefits are important to you and our aim at Mazars is to give you as much choice as possible and to allow you to benefit from our buying power. We offer core benefits to all employees – holiday, pension, life assurance and income protection insurance. Beyond that we want you to be able to choose benefits that you want, rather than have all benefits chosen for you.
As a Mazars employee you also have access to a range of voluntary benefits including a shopping-discount platform, discounted phone contracts, gym memberships and interest free season ticket loans.
- Start date: September 2019
What we are looking for
We are looking for people who bring something special to the firm and who also have some distinctive qualities. We want driven people who think creatively about their work, embrace challenges and can resolve complex problems.
- A strong background in mathematics and statistics. Additional programming skills (i.e. Python, R, VBA, C++) will be appreciated.
- Demonstrates strong analytical and research skills;
- Takes ownership of assigned tasks and adopts a pro-active approach;
- Ability to organise and prioritise workload;
- Produces accurate and timely work;
- Participates in meetings, providing information and ideas with clarity and persuasiveness;
- Ability to build relationships;
- Respects differences in people and values diversity of ideas;
- Actively seeks to enhance own expertise and knowledge;
- Demonstrates drive and commitment to self-development;
- Professional approach to work and clients i.e. professional appearance, respect for individuals, and ethical conduct.
Strong academic performance is important so we know that you’re ready to take your professional exams. However, we understand things don’t always go to plan – so if you don’t meet our minimum requirements, please let us know if you have any exceptional achievements or extenuating circumstances which affected your results.
- On track to achieve 2.1 or above in any degree discipline
- Minimum of 112 UCAS points. This is based on the new 2017 UCAS Tariff. You can calculate your UCAS points here.
- Grade B or above in GCSE English language and maths.
Accepted degree subjects
How to apply
Click Apply to start your application now. This job will be available on Prospects until 19/09/2019
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Closing date: Continuous recruitment
Additional job details