Financial Planning - Trainee Financial Planner

Financial Planning - Trainee Financial Planner - Poole- 1 September 2026 (5335)

Forvis Mazars : who are we?

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 UK 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 .

Forvis Mazars Financial Planning is one of the country's leading financial planning and wealth management businesses, ranking consistently in the top of the Financial Times leader board. Working alongside the firm's Chartered Tax Advisers, we are able to support clients in all aspects of their personal finances as part of our wider Private Client service line. Because we are fully independent our advice is truly unbiased and completely tailored to our clients' needs, ensuring that each client has a unique plan to help meet their needs, circumstances and lifestyle objectives.

Furthermore as the only top-10 accountancy firm with a Financial Planning offering, we are able to provide a far more comprehensive solution to clients, setting us apart from other financial advisers or wealth managers in the industry. Because of our focus on quality, we are only looking for the top talent to join our team, who share our passion for providing the absolute highest standard of service to our clients.

The role of a financial planner is to ultimately ensure your clients' financial affairs are structured in the most optimal way possible. To do this we build a financial strategy to meet a client's long term objectives, and the first step is finding out what clients really want to achieve and then formulate a plan which will help them get there.

Part of the solution may be through income structuring and capital accumulation strategies, formulating retirement plans, advising on investment solutions, and optimising tax efficiencies in all aspects of their finances. We create long-term, deep client relationships where we regularly work with clients and their families over decades, from initially building wealth all the way through to retirement and beyond, ultimately maximising their legacy.

Hear from our trainee, Kim:

I have thoroughly enjoyed my experience as a first-year financial planning trainee. The scheme is very well structured to help you become an all-rounded financial planner in the future. You are supported every step of the way and work very closely with all team members including partners, which allows you to pick up an array of experience and knowledge. Overall, I have had an extremely positive experience and would recommend Forvis Mazars to anyone who is considering training to be a financial planner.

Every story is different at Forvis Mazars. Our people have amazing, personal experiences so the best way to learn about life here is to hear it first hand,  to hear their stories.

As a graduate trainee here's what will await you during your four-year training contract:

During your first two years you will:

• Study and complete your core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financial Planning) 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
• Resea…