Financial Planning Training Scheme at Mazars LLP

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Financial Planning Training Scheme

Start Date: September 2019

At Mazars, we recognise that University is not the right path for everybody. We therefore offer the opportunity for individuals to start their career as a school leaver. This is an opportunity that allows you to spend more time learning in a vocational manner, in our workplace. You will be able to observe the work of all parts of a Financial Planning business whilst progressing your career in the sector.

As a School Leaver, you will form part of the Mazars Financial Planning training scheme. Your time will be split between working on client affairs and undertaking training. You will support the team who work with High Net Worth and Ultra High Net Worth clients and their families advising them on all aspects of their personal financial planning. We will also assist you in beginning your professional exams and we will agree a schedule that is suitable for you.

Your typical day will vary between:

  • Learning the financial planning advice process and developing the technical and soft skills needed to work with clients;
  • Attending in-house training;
  • Studying towards your professional qualifications.
  • Learning all of the back office processes associated with the compliant and commercial operation of a financial planning business
  • General Adminstration

We provide you with internal training to assist you with your role as well as providing you with the possibility to explore the various roles within the industry and assist you to develop your skills to a specific part of the business. Your career and progression will be developed around you, at a mutually agreeable pace.

What we are looking for

We are looking for intuitive, ambitious, self-motivated people who think creatively about their work and enjoy embracing challenges. Success in the role will require:

  • Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility.
  • Analytical skills; the ability to think critically, research and solve problems.
  • Attention to detail and strong time-management skills.
  • Commitment to self-development & learning.
  • Affinity with our values; in particular, respect for individuals, diversity and integrity.

If this sounds like you, this could be the perfect opportunity.

Academic Requirements

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.

  • On track for a 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 & Support

We will fund your study towards the CII Advanced Diploma in Financial Planning qualification.

You will receive a full study package and time off to study. Your professional qualification is only part of the story at Mazars; we support all of our trainees with a blended approach to training and development including; 1:1 coaching, group technical training from internal and external sources and soft skills training.

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


We recognise that benefits are important to you and our aim at Mazars is to give you as much choice as possible and to allow you to benefit from our buying power. We offer core benefits to all employees – holiday, pension, life assurance and income protection insurance. Beyond that we want you to be able to choose benefits that you want, rather than have all benefits chosen for you.

As a Mazars employee you also have access to a range of voluntary benefits including a shopping-discount platform, discounted phone contracts, gym memberships and interest free season ticket loans.

About Mazars

“At Mazars, people matter. Everyone is different and we treat our people as individuals, playing to their strengths. We pride ourselves on nurturing and developing talent, helping our people fulfil their aspirations whatever they may be.”
- Ian Wrightson, UK Executive, Head of People & Culture

We are a positively different international accountancy and advisory firm. 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.

Mazars is among the top 10 accountancy firms within the UK with approximately 140 partners and over 1800 staff serving clients from 17 offices. With offices in more than 80 countries across six continents the opportunities to build and develop your career are infinite.

How to apply

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

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