Private Banking Manager - Southend on Sea

Mazars


Audit - Financial Services Banking Graduate Trainee - London - 1 September 2026
Mazars • London, United Kingdom • via Forvis Mazars Careers
4 days ago
Full–time
Apply on Forvis Mazars Careers
Apply on LinkedIn
Apply on Glassdoor
Apply on Indeed
Apply on SimplyHired
Apply on ZipRecruiter
Apply on Breakroom
Apply on BeBee GB
Job description
Forvis Mazars : who are we?

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 UK 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.

Audit at Forvis Mazars
• Purpose-driven work: At Forvis Mazars, we're not just auditors; we're champions of the public interest. By ensuring financial transparency and accountability, we contribute to a fair and prosperous world. Your work matters.
• Client-centric human approach: Imagine collaborating with a diverse client base – from local startups to global multinationals – across fascinating sectors. As an auditor, you'll gain insights into their operations, challenges, and opportunities. Your recommendations will shape their success.
• Quality focused: We're passionate about quality. Join a community of 1,400 professionals who share your commitment to excellence. Our rigorous standards ensure that every audit adds value and builds trust.
• Learning and growth: Continuous learning is key. You'll receive training in globally recognised qualifications, mentorship, and exposure to cutting-edge tools. Plus, our supportive environment encourages you to thrive and develop your soft skills.
• Global impact: Our reach extends beyond borders. Work on international engagements, collaborate with colleagues worldwide, and broaden your horizons. Your contributions will resonate globally.

You can find out more about Audit at Forvis Mazars here: Audit and Assurance - Forvis Mazars - United Kingdom

About the Financial Services Banking Team

Forvis Mazars offers a world-class audit experience with deep knowledge of the banking sector. If you join Financial Services Banking, you will be part of a brilliant team that delivers vital services to our clients. You will build your knowledge and understanding of the financial services banking market, by working on a broad range of client engagements. Our clients consist of overseas banks and UK challenger banks. These cover a range of banking activity such as retail banking, commercial banking, private banking (including wealth management), merchant banking, and investment banking. We also work with building societies, leasing, asset backed lending, payment service providers, and security brokers.

Hear from our graduate trainee Sophie:

“There is a really strong sense of community at Forvis Mazars which I think really sets it apart from other firms. I've thoroughly enjoyed my first year”

Every story is different at Forvis Mazars. Our people have amazing, personal experiences so the best way to learn about life here is to hear it first hand, click here to hear their stories.

About the role

As a graduate trainee here's what will await you during your three-year training contract:

Year 1:
• Master the art of auditing: Learn to prepare meticulous audit documents using the latest software and methodologies, a key part of this is:
• Financial statements: Develop a deep understanding of financial statements, including balance sheets, income statements, and cash flows.
• Work side by side with clients: Be immersed into the business world by working directly with a variety of diverse companies. You will need to understand their operations, challenges, and unique circumstances.
• Build relationships: Connect with key stakeholders both with our clients but also internally in your team and across service lines. You will be expected to gather relevant information and build strong professional relationships.

Years 2 and 3:

As you progress, you'll take on increasingly complex audit work, such as; revenue recognition, valuation, and risk assessments. You'll also take ownership of audit engagements by taking a leading role in their delivery. You'll mentor new and more junior team members, helping them to settle in and flourish. You're joining us as a permanent employee, so the 3 years is only the beginning of your exceptional career journey at Forvis Mazars.

Who we're looking for
• On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. You can read about our approach to academics in our FAQs.
• Deep curiosity to learn new things and is naturally inquisitive;
• The ability to think critically solve problems and share knowledge with others;
• A commitment to self-development and learning;
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises;
• Always looks to try their best in all they do and always looking for ways to improve;
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;
• Works well under pressure and have a positive ‘can-do' attitude if faced with challenging situations;
• Excellent time management skills;
• A willingness to travel and adhere to our flexible working environment.

Learning and development

Fully funded professional qualification for this role: ACA

Our supportive culture includes coaching, mentorship, and one-on-one guidance to help you grow, belong and make an impact. In addition to funding qualifications, we provide time off to study, and a blended training approach including in person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will also receive comprehensive quality training and development to grow in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and become a standout talent. To understand more read our FAQs.

Diversity, Equity and 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. 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.

Next steps

Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible. Please note the start date is 1 September 2026. If you are an international applicant and/or require a visa please view our FAQs before applying to be aware of deadlines and important information you need to know before applying.
Report this listing
Mazars
AmbitionBox
3/5
199 reviews
Glassdoor
3.6/5
6K reviews
Indeed
3.5/5
686 reviews
mazars.com
More jobs at Mazars
See web results for Mazars

Handelsbanken plc


Private Banking Manager - Southend on Sea
Handelsbanken plc • Southend-on-Sea, United Kingdom • via Jobs And Careers With Handelsbanken Plc - Handelsbanken
4 days ago
Full–time
No Degree Mentioned
Apply on Jobs And Careers With Handelsbanken Plc - Handelsbanken
Apply on Royale Carers Ltd
Apply on Pelago Job Agency
Apply on Care In My Home
Apply on Jobs At EcoSense Cleaning
Apply on Leisure Jobs
Apply on Apply4U
Apply on Adzuna
Job description
We now have an exciting opportunity for a Private Banking Manager to join the Southend on Sea branch.You will be responsible for the maintenance and development of a customer portfolio. You will be responsible for the winning and on-boarding of new customers via proactive and focused business development activities.You will have full responsibility for all aspects of customer relationships within the portfolio (excluding Regulated Mortgage activity) including preparation of credit applications, customer analysis, annual reviews, documentation completion, covenant compliance and profitability.Main Responsibilities Responsible for the maintenance and development of a portfolio of private banking customers. Building relationships with customers and ensuring customer satisfaction through the provision of excellent customer service.Identifying, meeting and winning prospective new customers/introducers by outlining how we work and what we can offer in terms of service and facilities.Demonstrating a sound understanding of, and an ability to work within the Bank's Credit Policy, ensuring lending decisions are within the lending discretion awarded by the Branch Manager.The ability to interpret financial information provided by customers, evaluate lending propositions, assess & formulate risk ratings correctly and structure transactions.Using the appropriate Bank systems to complete Credit applications and annual reviews.To develop and maintain a sound understanding of the local market, and to maintain relationships with professional firms and introducers.A demonstrable understanding of the products offered by Handelsbanken and a good understanding of competitor products, relevant industry and market driven trends.General administration, preparation of legal documentation for accounts, personal loans and mortgages, maintaining customer’s files (including CDD/AIdeal CandidateResearch (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…Excellent customer service skillsGood understanding of the Bank’s credit processes and personal customer product offeringAttention to detail and a methodical approach. Structured work practice and a strong sense of administrative orderExcellent verbal and written communication skillsAbility to build strong professional relationships at all levels and represent Handelsbanken effectivelyInterpersonal skills and the ability to work well with impact with people at all levels Company Information Handelsbanken is a relationship bank with a decentralised way of working, a strong local presence thanks to a nationwide network of branches, and a long-term approach to customer relations. Each Handelsbanken branch operates as a local business enabling it to make decisions at a local level and provide a bespoke service. The focus is always on the need of the individual customer and not on the sale of specific products. The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or ****** orientation. Check our Handelsbanken website for further information At Handelsbanken, we deeply value our unique culture and values including trust in and respect for each individual. We take pride in nurturing a work environment where people flourish, and where they are empowered to take decisions in their areas of expertise. We take a long term perspective in everything we do and want each employee who joins us to build a long terms successful career with the Bank. What is in it for you?We have a wide range of learning and development available, empowering and enabling our colleagues to take ownership of their own development. Competitive Salary and an extensive range of benefits is provided, including private medical insurance, income protection and life assuranceA market-leading pension contribution of 15% paid by the bank, which can be invested in a wide range of funds (including ESG and Shariah funds)Application next stepsYour journey with us begins once you have submitted your application. One of our Handelsbanken recruiters will be reviewing your details and will later organise a phone conversation if you match the role requirements. If there is a mutual fit, we will extend an invitation for you to participate in an interview. How can we support you to be your best self? Our Talent Acquisition team will be happy to provide support e.g. if you need additional time to prepare for an interview or you have any requirements for any part of the interview/hiring process – just let us know by email uk_talent@careers.handelsbanken.co.uk. #LI-AF1

United Kingdom Show on map Get directions