Financial Planning Industrial Placement
by Mazars LLP
Job Details
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About Mazars
We are an internationally integrated, transparent and independent organisation specialising in audit, tax, and advisory services. Mazars has a global presence in 77 countries with over 17,000 professionals. In the UK, we operate from 20 offices with over 1,600 professionals.
The more we grow as individuals; the more Mazars grows.
Mazars is all about people – we believe that each individual makes a difference to the Mazars culture. As an international firm with strong European roots, we are a melting pot of different cultures and disciplines. Diversity is one of our main strengths.
Financial Planning Industrial Placement
During your placement year, you will support the Financial Planning team to advise clients on a wide range of personal financial matters, including the ongoing management of their investment portfolios.
Your time will be split between meeting clients, working in the office and studying for your professional exams.
Job Role
During your placement your daily duties could include:
- Developing a strong understanding of the financial planning advice process and Mazars internal systems and processes
- Developing the skills needed to work with clients on a daily basis
- Completing the CII Diploma in Regulated Financial Planning
- Attending training sessions as required
- Preparing client advice reports
- Information assimilation from investment providers / secondments to the finance, compliance and R&D departments.
Person Specification & Academic Requirements
We are looking for people who bring something special to the firm and who also have some distinctive qualities. We want driven people who think creatively about their work, embrace challenges and can resolve complex problems.
- Demonstrates strong analytical and research skills
- Takes ownership of assigned tasks and adopts a pro-active approach
- Ability to organise and prioritise workload
- Produces accurate and timely work
- Participates in meetings, providing information and ideas with clarity and persuasiveness
- Ability to build relationships
- Respects differences in people and values diversity of ideas
- Applies active listening skills – asks questions when necessary but makes basic assumptions when appropriate
- Actively seeks to enhance own expertise and knowledge
- Demonstrates drive and commitment to self-development
- Professional approach to work / clients i.e. professional appearance, respect for individuals, and ethical conduct
Academic Requirements
- On track to achieve a 2.1 or above in any degree discipline
- Minimum of 280 UCAS points (to have been achieved in the same academic year, from your best 3 A Levels and excluding General Studies).
- Grade B or above in GCSE English Language and Maths.
How to apply
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The deadline has expired
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