Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 2 days ago

Trainee Financial Planner

forvismazarsuk185 open roles

Where
Glasgow
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowTrainee Financial Plannerforvismazarsuk · Glasgow

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on forvismazarsuk's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.8% of postings close within 7 days. Measured by our own scanner across the market. forvismazarsuk postings stay open a median of 10 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.8%7 days
  4. 20.6%14 days
  5. 35.6%30 days
  6. 58.4%60 days
This job: posted 2 days ago

forvismazarsuk median: 10 days open

The posting

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You’ll join a collaborative and inclusive team where you’re supported to grow your skills, explore new opportunities, and contribute from day one. You’ll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

Our award winning financial planning team are now looking to appoint a Trainee Financial Planner for either their Glasgow or Edinburgh office. Forvis Mazars Trainee Financial Planners provide support to financial planners in managing a portfolio of existing clients and help identify and develop new prospect opportunities with existing and new clients, supporting planners in the preparation of proposal and engagement documents.

#LI-DNP ​

About the role

  • Support Financial Planners in managing a portfolio of existing clients.
  • Assist with the delivery of ongoing financial planning services.
  • Provide support on ad hoc advice requests and planning issues arising from client relationships.
  • Help prepare client meeting documentation and follow-up actions.
  • Assist with annual review processes and client servicing activities.
  • Maintain accurate client records and ensure documentation is up to date.

Technical & Advisory Support

  • Gather and analyse client information.
  • Assist in preparing suitability reports, recommendations and planning documentation.
  • Support research activities, including investment, pension, protection and estate planning solutions.
  • Liaise with paraplanners, client support teams and compliance functions to progress client work efficiently.

Business Development

  • Help identify and develop opportunities with existing and prospective clients.
  • Support planners in the preparation of proposals, engagement documents and presentations.
  • Participate in networking and internal referral activities where appropriate.
  • Build and maintain relationships with colleagues across the wider business to generate opportunities.

Risk & Compliance

  • Ensure all activities are carried out in accordance with FCA requirements, internal policies and compliance procedures.
  • Support anti-money laundering, client onboarding and due diligence processes.
  • Maintain appropriate records and documentation standards.
  • Demonstrate a commitment to continuing professional development and maintaining technical knowledge.

What we are looking for

  • Working towards, or holding, relevant financial planning qualifications.
  • Good understanding of financial planning.
  • Excellent written and verbal communication skills.
  • Attention to detail and ability to manage multiple priorities.
  • Ability to work collaboratively with planners, paraplanners and support teams.

Key Behaviours

  • Client focused.
  • Professional and ethical.
  • Commercially aware.
  • Proactive and solutions-oriented.
  • Collaborative team player.
  • Committed to continuous learning and development.

Career Path

The Trainee Financial Planner role is typically a developmental position that provides experience across client servicing, financial planning, technical analysis and business development, supporting progression towards a Financial Planner role.

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against forvismazarsuk's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on forvismazarsuk's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    forvismazarsuk's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.