Forvis Mazars is recruiting a Trainee Financial Planner in Glasgow or Edinburgh. The role provides support to financial planners in managing a portfolio of existing clients and helps identify new prospects, assisting in the preparation of proposals and engagement documents.
You will work within a collaborative team, supporting planning solutions while developing your professional qualifications. The position emphasizes learning across technical planning, client servicing and business
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Our organisation is growing, and we are hiring a Aspiring Financial Planner – Trainee Role in Glasgow, Scotland, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Aspiring Financial Planner – Trainee Role role in the description above.
We appreciate your interest in this position.