Financial Planning Industrial Placement

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Financial Planning Industrial Placement

Start Date: September 2019

Mazars Financial Planning is simply the best place to observe the work of qualified Financial Planners and to understand the opportunities of a career in the sector. Our graduate training programme and placement programmes are innovative award winning schemes that recruit the highest calibre candidates and prepares them for a career in Financial Planning.

As a Financial Planning Industrial Placement your time will be split between working on client affairs, training and commencing study towards professional exams. At the end of your placement you will have a good understanding of the work of a qualified Financial Planner and will have taken the first steps towards achieving Certified and Chartered status. You will support the team who work with High Net Worth and Ultra High Net Worth clients and their families advising them on all aspects of their personal financial planning.

Should you be invited to return to Mazars following graduation you would embark upon a career that is rewarding both personally and financially with qualified planners commanding a generous salary and benefits. Opportunities for progression to the highest levels within Mazars are possible and we have an excellent track record of graduate trainees achieving Partnership in the firm.

Your typical day will vary between:

• Learning the financial planning advice process and developing the technical and soft skills needed to work with clients;
• Nurturing client relationships through meetings and developing an understanding of their financial position;
• Preparing client advice reports;
• Attending in-house training;
• Studying towards your professional qualifications.

Over time, you will build a portfolio of your own clients and advise them in all areas of their financial affairs, including the ongoing management of their investment portfolios.

What we are looking for

We are looking for intuitive, ambitious, self-motivated people who think creatively about their work and enjoy embracing challenges. Success in the role will require:

• Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility.
• Analytical skills; the ability to think critically, research and solve problems.
• Attention to detail and strong time-management skills.
• Commitment to self-development & learning.
• Affinity with our values; in particular, respect for individuals, diversity and integrity.

If this sounds like you, this could be the perfect opportunity.

Academic Requirements

Strong academic performance is important so we know that you’re ready to take your professional exams.

• On track to achieve 2.1 or above in any degree discipline
• Minimum of 112 UCAS points. This is based on the new 2017 UCAS Tariff. You can calculate your UCAS points here.
• Grade B or above in GCSE English Language and Maths.

Training & Support

We will fund your first step towards the CII Regulated Diploma in Financial Planning qualification during your placement year.

Should you wish to undertake further study towards the Diploma, we will support you with exam leave. Should you return to Mazars following graduation, we will reimburse any exam fees you have paid during your placement year.

Your professional qualification is only part of the story at Mazars; we support all of our trainees with a blended approach to training and development including; 1:1 coaching, group technical training from internal and external sources and soft skills training.

You will be supported by a mentor and an appraising manager to keep your career and aspirations on track.

Benefits

We recognise that benefits are important to you and our aim at Mazars is to give you as much choice as possible and to allow you to benefit from our buying power. We offer core benefits to all employees – holiday, pension, life assurance and income protection insurance. Beyond that we want you to be able to choose benefits that you want, rather than have all benefits chosen for you.

As a Mazars employee you also have access to a range of voluntary benefits including a shopping-discount platform, discounted phone contracts, gym memberships and interest free season ticket loans.

About Mazars

“At Mazars, people matter. Everyone is different and we treat our people as individuals, playing to their strengths. We pride ourselves on nurturing and developing talent, helping our people fulfil their aspirations whatever they may be.”
- Ian Wrightson, UK Executive, Head of People & Culture

We are a positively different international accountancy and advisory firm. With entrepreneurship and a desire to create value at the heart of our DNA, we differentiate ourselves by the opportunities we offer our people, our approach to working with clients and our passion for responsible business.

Mazars is among the top 10 accountancy firms within the UK with approximately 140 partners and over 1800 staff serving clients from 17 offices. With offices in more than 80 countries across six continents the opportunities to build and develop your career are infinite.

How to apply

To apply for this role and to find out more, please click on the apply button.