Responsible for helping the financial planners deliver a quality service to their clients. This would generally mean drafting simple client recommendation reports on how clients should invest their assets. This would then be discussed with the financial planner who is responsible for the client. The report would then be amended. You are also required to undertake ad-hoc tasks to help out the running of the business such as updating the client information system.
Initially begin with administrative tasks (e.g. checking the accuracy of sell or buy orders). Also calling providers for policy information so a lot of time is spent on the phone. Eventually introduced to writing advice reports for clients and adjusting portfolios based on investment team advice.
Day-to-day, I was involved in a lot of technical training sessions which would then help to write client reports and complete the relevant paperwork. I also helped to carry out the changes to our clients portfolios each quarter, having contact with both the investment team and the team which were responsible for dealing within the client accounts.
The placement I completed with Mazars was one of the most enjoyable work experiences I have ever had. I worked in corporate and personal tax, learning about small and medium business operations, along with employment and benefits and personal tax affairs. I truly enjoyed the variety of work that I have been passed on, the team activities organised during my time with the firm and the friendliness of the people I worked with during that time. It was a truly inspiring experience.
I thoroughly enjoyed my time working at Mazars. The working culture is very comfortable and supportive and I felt like part of a real team. I felt my learning was supported and it was a very hands-on role, which gave me a real insight into what working life would be like there.
I found the placement very hard at times and there is a lot of on-the-job learning. Although the work was difficult and working away from home sometimes was hard to get used to, I felt as a whole I have learnt a huge amount in just one year and I have developed so many skills during my time at Mazars, meeting some great people along the way. I am grateful that I had such a challenging but fulfilling placement.
The work I did was mostly interesting and very different to anything I had done before. I got a new insight to an industry that I knew very little about and I do now feel like I have a good idea of how auditing works and what employment at Mazars would look like. My main problem however, was that sometimes there simply wasn't enough for me to do during my internship. Some days I would finish my task and then have a fair amount of down time till I had something new to do. While it is nice to have a breather every now and then, this happened a little too frequently for my liking which meant sometimes I was bored.
The whole team were so friendly and welcoming, I felt like I'd been there for months within the first few days. I always had something to do which and got to try a whole range of different tasks which really gave me a great inside into working in tax. The whole company was great to work for and I really enjoyed the whole experience.
I thoroughly enjoyed my 12-week internship with Mazars in the Durham office. The programme was very structured and the work provided me with a lot of insight into audit. Everyone was helpful and friendly at the office, which was a major contribution to my overall positive experience working at Mazars.
I really enjoyed my job. It gave me knowledge that I would not have gained from university in external and internal audit. I believe this knowledge will be valuable for my fourth year at university and in my career progression. I feel that the work I have completed will allow me to stand out from the crowd when I apply for jobs in the future.