Financial Planning Industrial Placement Review

Item: Financial Planning Industrial Placement at Forvis Mazars
Rating: 4.6
Author: Anonymous

at Forvis Mazars

Placement (10 Months+)

Banking

Milton Keynes

Review Submitted: July 2021

Overall Rating

4.6 /5

The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!

5/5 - Overview of Role

5/5 - Skills Development

5/5 - Support and Guidance

3.8/5 - Company Culture

5/5 - Overall Experience

4/5 - Future Career Prospects

Overview of Role

Please give an overview of your role and what this involves on a day-to-day basis.

Working with planners to produce reports for clients (ISA contributions, GIAs, pension reviews). Moved into Operations to work on transformational change, supporting the Director of Operations.

Were you given much responsibility during your placement / internship?

Yes, especially during my secondment to Operations.

Please rate how meaningful the work you were doing was

5/5

Skills Development

Have you learnt any new skills, or developed your existing skills?

Developed a significant amount of technical knowledge from a lot of training sessions. This was supported by passing some CII exams whilst at work. Also attended a lot of meetings with seniors where I acted as a Secretary, so I was given a high level of responsibility.

How would you rate the training provided during your experience?

5/5

How would you rate your development of industry-specific skills during the experience?

5/5

How would you rate your development of personal / soft skills during the experience?

5/5

Please rate how these skills have helped you in your career development

5/5

Support and Guidance

How much support and guidance did you receive during your placement / internship?

I received a lot of support and I had a great manager. I really enjoyed it.

How would you rate the support and guidance from your line manager?

5/5

How would you rate the support and guidance from the wider team?

5/5

Company Culture

What was the company culture and general atmosphere like?

The people who work in the MK office especially are lovely. They are very happy to give you time to explain basic concepts to you and also explain their job role.