Assistant Financial Planner route to Advisor, Colchester, £35,000- £45,000 (DOE), Excellent benefits

ZipRecruiter; Colchester; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an Assistant Financial Planner to join their growing team. This role offers comprehensive training and the opportunity to work closely with experienced Financial Planners, preparing you for a successful career in financial planning. You will be immersed in the financial planning process, delivering exceptional service to clients while developing your technical skills. The position is based in Colchester, with flexibility required for travel to other Essex offices. If you're dedicated, detail-focused, and ready to advance your career, this is the perfect opportunity for you.

Benefits

Clear pathway to becoming a Financial Planner

Expert training and mentoring

Supportive team environment

Qualifications

• Minimum of two years’ experience as a Paraplanner or in training for Financial Planner role.
• Genuine enthusiasm for client service and career development.

Responsibilities

• Immerse in the financial planning process, working closely with Financial Planners.
• Provide exceptional service to clients while advancing technical expertise.

Skills

Strong communication skills

Interpersonal skills

Organisational abilities

Microsoft Office 365 proficiency

Multitasking abilities

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Job Description

About the Role - Assistant Financial Planner

Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will:

• Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.
• Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms.
• Prepare you to deliver exceptional service to clients while advancing your technical expertise.

The role is based in Colchester, but you’ll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial.

About You - Assistant Financial Planner

We’re seeking a dedicated and detail-focused professional with:

• A CII Level 4 Diploma in Regulated Financial Planning (or equivalent).
• A minimum of two years’ experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice.
• A genuine enthusiasm for client service and career development in financial planning.
• A proactive approach to managing additional study and workload effectively.

Key attributes and skills:

• Strong communication and interpersonal skills, with the ability to build rapport and show empathy.
• Excellent organisational and multitasking abilities under pressure.
• Proficiency in Microsoft Office 365 (Excel, Word, Outlook).
• Professionalism, flexibility, and reliability.
• A collaborative mindset, balanced with the ability to work independently.

Alongside a competitive package, you’ll benefit from:

• A clear pathway to becoming a Financial Planner.
• Expert training and mentoring within a supportive team environment.
• The opportunity to be part of a respected and established firm.

How to Apply

If you’re ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we’d love to hear from you. Please send your CV to Sam at Financial Divisions.