Associate Financial Planner

At Forvis Mazars, we’re always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You’ll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you’ll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About the team

:‘During my 16 years at Forvis Mazars, I have progressed from a Graduate Trainee to Partner. I have chosen to stay and develop my career here at Forvis Mazars due to the genuine client-centric, planning-led approach we take with our clients and the culture of development we foster within our teams. We also benefit from being part of a large global firm so work with colleagues from across the business and work with a wide range of interesting clients ‘(Nick Nesbitt, Partner and Chartered Financial Planner; Financial Planning

)
To provide seamless, effective and proactive support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustee

s.

What You'll

• Do: Attending initial and review meetings alongside the Financial Planners, contributing to the presentation and implementation of our ad
• viceDevelop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial plan
• ner.Develop relationships with clients directly and become a key further point of contact in the advisory relations
• hip.Draft client-centric financial planning rep
• ortsA range of other tasks including cash flow modelling, tax calculations, preparing investment instructions

etc.
What You'll Br

• ing: You will be working towards level 4 Diploma qualified or qualified already, with an aspiration to move on to Chartered Status. Any further progress in this regard will be fully supported by the com
• pany.Critical to the role are a high level of literacy and numeracy, both written and ve
• rbal.A ‘solution' mindset and adaptable to changing demands and priori

ties.
What We

Offer:Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We’re united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you’ll be empowered to shape your career, contribute your ideas, and make a difference from da

y one.
We embrace individuality and encourage everyone to bring their whole selves to work. Whether you’re looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can

thrive.
Salaries & B

enefits:At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your

efforts.
You’ll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you ca

n thrive?

• 
  
  Location:Manchester Office – Located in One St Peter’s Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultura

l hotspots.

Ready to Grow, Belong, and Impact? Apply now and join us at F