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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 1…
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Full-time
professional certificate
Professional development support, Inclusive work environment, Career growth opportunities
Posted 6d ago
~40 hrs/week
Responsibilities
Develop financial planning strategies and draft client-centric reports to meet regulatory standards. Perform tasks such as cash flow modelling, tax calculations, and liaising with product providers.
Requirements
Candidates should be working towards or already hold a Level 4 Diploma with an aspiration to achieve Chartered Status. Strong written and verbal communication skills, along with a solution-oriented mindset, are essential.
Full job description
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
‘I have been with Forvis Mazars forover14years and during that time have beentruly impressedby our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. ‘(Ross Lambert, Partner, Private Client; Financial Planning)
To provide seamless,effectiveand proactive administrative support to our Private Client service line that in turn provides impartial, tailored financial planning, wealthmanagementand tax advice to: Individuals; Business Owner Managers and Trustees - Private and Charitable.
Are you looking to make an impact in Financial Planning? Are you looking to grow our business as if itwasyour own? And are you looking for open,engagedand collaborative teams? Then apply to the role today!
About the role
Develop financial planning strategies in line with the client's needs,goalsandobjectives, as agreed with the financial planner.
Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc.
What are we looking for?
Youwillbe working towards level 4 Diploma qualifiedor qualified already, with an aspiration to move on to Chartered Status. Any further progress in this regard will be fully supported by the company.
Critical to the role area high levelof literacy and numeracy, both written and verbal.
A ‘solution' mindset and adaptable to changing demands and priorities.
This role will be based out of ourMilton Keynesoffice.
#LI-DNP
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.
Forvis Mazars is a leading global professional services network operating under a single brand with just two members: Forvis Mazars, LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.
Forvis Mazars in the UK spans 14 offices across the nation and has over 3,300 professionals, with 170 partners.
How many Finance & Accounting jobs are open in Milton Keynes, United Kingdom right now?
There are currently 91 open finance & accounting positions in Milton Keynes, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Milton Keynes, United Kingdom?
Companies currently hiring include Santander, Allica Bank, Recognise Bank, Forvis Mazars in the UK, Howden Ireland, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Milton Keynes, United Kingdom?
Yes — 76 of the 91 open finance & accounting positions offer remote or hybrid work (5 remote, 71 hybrid).
How do I apply for Finance & Accounting jobs in Milton Keynes, United Kingdom?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.