Applications for this job are now closed
At Mazars we have a wide range of opportunities for you to gain experience in a firm that truly cares about your aspirations. Our business is an engine for rapid and consistent career progression, and we are known for giving ambitious people early responsibility and exposure.
Are you a graduate with strong interpersonal skills with a keen interest in technical excellence? Are you an effective communicator keen on becoming an expert in providing tailored financial advice? If you are a curious, analytical thinker and have a commitment to self-development and learning, this is a great opportunity for you.
About the role
The role of a financial planner is to ensure clients are advised holistically in all areas of their financial plans in order to meet their life goals. The aim is to build a financial strategy to meet a client's objectives. The first step is finding out what clients really want to achieve and then formulate a plan which will assist them, considering remuneration strategies or retirement income planning, advising on investments or savings strategies as well as looking at any potential risks and how these can be mitigated.
We are now operating a hybrid working model, so as a trainee you will split your time between working from home, visiting the office, client sites when required or studying for your professional exams. You may also need to travel to other Mazars regional offices for training purposes while you build your understanding of client affairs in preparation for managing your own portfolio.
During your first two years you will
- Study and complete your core financial planning qualifications whilst working in a regional office in supporting the delivery of client service
- Learn the financial planning process and how this is applied in the profession to client specific circumstances;
- Be able to obtain relevant information from providers in order to assist an understanding a client's affairs.
- Learn about the possible solutions that can assist our clients;
- Learn how to use client management software and systems in order to prepare and keep records of our client advice
- Learn about the consumer duty responsibilities, compliance and regulatory aspects of the profession you must adhere to
- Research and write reports with your own solutions and ideas to meet client circumstances; and
- Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support
For your final two years of your training you will Study and complete your advanced financial planning qualifications whilst striving to build your skillset in order to be a financial planner at Mazars in your own right. You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.
You will also commence your business development strategy in order to grow your footprint in your region. Please note there is a final internal assessment at the end of year 4 which is required in order to meet our regulatory Training and Competency Scheme requirements to move into the role as a Financial Planner.
About Mazars Private Client (MPC)
The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to:
- Mass Affluent Individuals
- Business Owners
- High Networth Individuals
- Trustees - Private and Charitable
Our award-winning team is expert, personable and highly qualified to provide clients with financial planning that sets us apart from other firms.
We are a leading, purely fee based, Independent Financial Adviser (IFA) and we provide a full range of financial planning services, from cash flow planning / financial health checks to full advice about retirement planning, pension planning, investments and asset management.
Because we are independent our advice is truly unbiased and tailored to clients ensuring that each of our services is tailored to meet their needs, circumstances and lifestyle objectives, this approach ensures that we help clients to achieve their life goals and we look after our clients with supportive, valuable, ongoing relationships and support.
The person
- Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility
- A curious nature; the interest and willingness to know what drives people in order to understand what they want to achieve
- Analytical skills; the ability to think critically, research and solve problems
- Willingness to exceed client expectations whilst managing different needs and having the desire to get work done
- Attention to detail and strong time-management skills along with the ability to work quickly and under pressure
- Commitment to self-development & learning
- Affinity with our values; in particular, respect for individuals, diversity and integrity
Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. We balance your academic results alongside the aptitude assessment within our recruitment process to ensure that you will be successful in your role with us.
Mazars & me: who are we?
Mazars is a leading international professional services firm delivering exceptional quality in audit, tax, financial advisory, outsourcing and consulting. It's also a fun, fast-paced, positive place to work and make friends.
At Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact. So that everyone can reach their full potential.
Every story is different at Mazars. Our people have amazing, personal experiences so the best way to learn about life here is to hear it first hand from them.
Learning and development
We offer a diverse range of experiences, with prestigious clients and dynamic projects across a range of sectors and geographies. We offer an excellent technical grounding and real responsibility from the start, with early exposure to clients and partners.
We have a culture of coaching, feedback, mentorship and one-to-one support, so you will learn from working closely with accessible colleagues and leaders who have so much to share. Most importantly, we give our people the tools and support they need to define their own career path and realise their full potential. As part of your training, we offer the opportunity to gain a professional qualification whilst earning a competitive salary and gaining invaluable experience.
This includes funding, time off to study, attend college and complete online courses. Your professional qualification is only part of the story at Mazars; we support all our trainees with a blended approach to training and development including classroom study, 1:1 coaching, and soft skills training. We will fund you towards the CII qualification.
You will be supported by a mentor and an appraising manager to keep your career and aspirations on track. And you will be allocated a buddy who will support you to settle into the team and navigate your first year at Mazars.
Inclusion and diversity
Being inclusive is core to our culture at Mazars; we want to ensure everyone, whether in the recruitment process or beyond, is fully supported to be their unique self and provided with a level playing field. To read more about our approach click here.
Next steps
At Mazars, we are one diverse, multicultural, multi-generational team that fosters a sense of connection and belonging. If you are looking to join a firm where you can take ownership of your career, get involved, believe in yourself and put your ideas into action, then we think you will be a great addition to our team.
Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible.
International applications – Please note that the deadline to apply for international candidates who require visa sponsorship is 15 March 2024. Applications received after this date will not be progressed.