Financial Planning Industrial Placement (Operations Team)

by Mazars LLP

3.9/5

Job Details

Deadline: 28th February 2022
Length: Placement Year (10 Months+)
Roles: Financial Management
Location: West Midlands
City: Birmingham

Financial Planning Industrial Placement (Operations Team)

Overview of the Mazars Private Client (MPC) service line

The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to:

Individuals

Business Owner-Managers

Trustees - Private and Charitable
Our unbiased approach to financial planning sets us apart from other financial planning firms. We are a leading, purely fee based, Independent Financial Adviser (IFA). We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.

Because we are independent, we are not reliant on commission payments from providers which means our advice is truly tailored to clients. As a result, clients only pay for our advice, as they require it. This approach to financial planning, based solely on a client's circumstances and lifestyle objectives, sets us apart from other financial planning firms.

Job purpose

The role of a financial planner is to ensure clients are advised holistically in all areas of their financial affairs. The aim is to build a financial strategy to meet a client's objectives.

The first step is finding out what clients really want to achieve and then trying to assist them, considering remuneration strategies or retirement income planning, advising on investments or savings strategies as well as looking at any potential risks and how these can be mitigated.

This placement will suit someone who has a desire to become Financial Planner in the future. You'll focus on supporting our operations team.

We are moving to a new hybrid working model, so as a trainee you will split your time between working from home, visiting the office, client sites when required, travel to other Mazars regional offices for training or studying for your professional exams.

During your placement year you will:

  • Be based in our Operations Team supporting our national financial planning team
  • Learn the financial planning process and the roles involved in meeting our clients needs
  • Learn about the possible solutions that can help meet our client's needs
  • Learn how to use client management software, technology systems, and our MI suite
  • Learn about the compliance and regulatory aspects of the profession to which you must adhere; and
  • Provide assistance to our business change and project teams supporting us as we transform our operational efficiency
  • Demonstrate your ability to take ownership of project initiatives / milestones and updates which aim to improve our service and scalability
  • This placement will help you build your knowledge, experience and skillset to be in a stronger position to return to Mazars to become a financial planner after you complete your studies.

The person

  • Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility
  • A curious nature; the interest and willingness to know what drives people in order to understand what they want to achieve
  • Analytical skills; the ability to think critically, research and solve problems
  • Willingness to exceed client expectations whilst managing different needs and having the desire to get work done
  • Attention to detail and strong time-management skills along with the ability to work quickly and under pressure
  • Commitment to self-development & learning
  • Affinity with our values; in particular, respect for individuals, diversity and integrity
  • Have a strong interest in pursuing a career as a Financial Planner or Wealth Manager
  • Strong academic performance is important so we know that you're ready to take your professional exams. However, we understand things don't always go to plan – so if you don't meet our minimum requirements, please let us know if you have any exceptional achievements or extenuating circumstances which affected your results. We also consider your achievements in the context of your socio-economic background, so encourage you to submit your contextual information.

Be on track to obtain a 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

We will fund your study towards the CII (Charted Institute of Insurance) professional qualifications.

You will receive a full study package to ensure that you make progress towards achieving a professional qualification. This includes time off to study, attend college and complete online courses.

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

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

Training

We will fund your study towards the ACA qualification.

You will receive a full study package to ensure that you successfully complete your professional qualification. This includes time off to study, attend college and complete online courses.

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

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

How to apply

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

Applications may close before the deadline, so please apply early to avoid disappointment.


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