Financial Planning Industrial Placement (Support Team)

by Mazars LLP

3.9/5

Job Details

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Deadline: 7th April 2022
Length: Placement Year (10 Months+)
Roles: Financial Management
Location: South East
City: Milton Keynes

Financial Planning Industrial Placement (Proposition 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 Financial Planners.

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 financial planning team supporting our client facing work demands
  • 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 financial planners and paraplanners in providing the service to our clients
  • Demonstrate your ability to take ownership of client work, data updates and projects which aim to maintain our client service levels
  • 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.

About Mazars

Mazars is a positively different international and integrated professional services firm operating in 89 countries around the world; specialising in Audit, Tax, Consulting, Financial Planning, Accounting & Outsourcing and Advisory Services 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.

In the UK, Mazars has approximately 140 partners and over 2,250 employees serving clients from 17 offices and is ranked one of the top 10 firms nationally. Globally we draw on the expertise of 40,000 professionals – 24,000 in the Mazars integrated partnership and 16,000 via the Mazars North America Alliance - to assist clients at every stage in their development.

We hire a significant number of graduates and interns every year across the business. We offer the chance to apply your skills in a cutting-edge environment, surrounded by colleagues who are international leaders in their fields, with a highly competitive salary.

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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