Trainee Financial Planner

Forvis Mazars is seeking a Trainee Financial Planner to support financial planners in managing client portfolios, delivering ongoing financial planning services, and identifying new business opportunities. The role involves preparing client documentation, conducting research on investment and pension solutions, and ensuring compliance with FCA requirements. This developmental position offers experience across client servicing, technical analysis, and business development, with a clear path toward a Financial Planner role.