Financial Planning - Trainee Financial Planner

Overview

Join to apply for the Financial Planning - Trainee Financial Planner - Poole - 1 September 2026 role at targetjobs UK
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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
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Financial Planning at Forvis Mazars

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 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 provide a 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.

About The Financial Planning Team

The role of a financial planner is to ensure 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
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About The Role

As a graduate trainee you will follow a four-year training contract. The outline below describes what to expect across the two-year and final two years of training.

During Your First Two Years

• Study and complete your core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financial Planning) while working in a regional office supporting client service delivery.
• Learn the financial planning process and how it is applied to client circumstances.
• Obtain relevant information from providers to understand a client's affairs.
• Learn about potential solutions that can assist clients.
• Learn how to use client management software and systems to prepare and keep records of client advice.
• Learn about consumer duty responsibilities, compliance, and regulatory aspects of the profession.
• Research and write reports with your own solutions…