graduate scheme
Expires21 days

Trainee Financial Planner and Wealth Manager - Sutton

Job description

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, ultimately leading towards becoming a Chartered Financial Planner and Chartered Wealth Manager.

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, one-to-one 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.

Starting: September 2019.

What we are looking for

We are looking for collaborative people who think creatively about their work and enjoy embracing challenges. Do you have?:

  • Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility
  • Analytical skills; the ability to think critically, research and solve problems
  • Attention to detail and strong time-management skills
  • Commitment to self-development and learning
  • Affinity with our values; in particular, respect for individuals, diversity and integrity

If this sounds like you, this could be the perfect opportunity.


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.

  • 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


Additional job details

Competitive salary

How to apply

Click Apply to start your application now. This job will be available on Prospects until 11 June 2019

Don't forget to mention Prospects to employers when you contact them.

Closing date:  Continuous recruitment

Expires21 days

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