Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

About the team

"Having joined Forvis Mazars as the Scottish Regional Leader, I have been proud to see the continued growth and success of our business across Scotland. What stands out most is our collaborative culture and our commitment to delivering outstanding outcomes for our clients, and creating opportunities for our people to develop and thrive."

David Hamilton, Director

To provide seamless, effective and proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealth management and tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable.

About the role

• Attend client meetings and prepare client documentation, including Initial Meeting Records, Annual Review Reports and Advice Reports.

• Support Financial Planners through research, analysis and technical financial planning work.

• Liaise with providers and third parties to progress client cases efficiently.

• Maintain accurate client records and ensure compliance with regulatory and internal standards.

• Contribute to the delivery of a high-quality financial planning service and achievement of team objectives.

What are we looking for?

• You will have made progress towards the Level 4 Diploma in Regulated Financial Planning, having already passed at least couple of examinations. You will be committed to continuing your professional development with the aspiration of achieving Diploma status. Ongoing study support and development opportunities will be provided by the firm.
• Critical to the role are a high level of literacy and numeracy, both written and verbal.
• A ‘solution' mindset and adaptable to changing demands and priorities.

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.