Graduate Assistant Financial Planner

Blakemore Recruitment; Colchester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A dynamic financial planning firm in Colchester is seeking a recent graduate for a Graduate Assistant Financial Planner position. This full-time role offers a comprehensive four-year training program leading to a Financial Planner qualification. Candidates should possess strong communication skills and a passion for financial planning. Some flexibility for work-from-home is provided, along with support for further studies.

Qualifications

• Recent graduate with a keen interest in financial planning.
• Strong interpersonal skills and a professional demeanor.
• Willingness to learn and undertake additional studies outside of working hours.

Responsibilities

• Assist Financial Planners and managers within the training program.
• Deliver excellent client service and support.
• Manage workload and prioritize tasks effectively.

Skills

Communication skills

Organizational skills

Attention to detail

Teamwork

Microsoft Excel

Reliability

Education

Degree in finance, business, or economics

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

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Graduate Assistant Financial Planner, Colchester

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Client:

Blakemore Recruitment

Location:

Colchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7be254b75cba

Job Views:

17

Posted:

12.08.2025

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Job Description:

We are currently recruiting for a Financial Planning practice who are looking to recruit a recent graduate who is looking for a career within Financial Planning and become a Financial Planner.

Are you a motivated and dependable graduate seeking to start and build a career in financialplanning? We have an exciting opportunity for an exceptional candidate to join a greatIFA team as part of a four-year training programme designed for you to progress through to aFinancial Planning Assistant and then qualify as a Financial Planner.

The Firm

Based in Essex, with offices in Colchester, Chelmsford and, Basildon, the business is focused onpeople – their clients, their employees, their business partners, and those in their local communities.The business is vibrant and dynamic, with people and community at its heart. This manifests in acommitment to investment in staff and technology, charity involvement and service offering.

This is an ideal opportunity to join a successful and thriving practice.

The Role

This is a four-year training programme designed for the successful candidate to progress to anAssistant Financial Planner and then a Financial Planner. The position is full time and will initiallybe based in their Colchester Office although it may be necessary to work at the other two officesin Chelmsford and Basildon; therefore, flexibility is essential and the ability to drive would beadvantageous. There will be the opportunity for some working from home, if desired, in line withthe Firm’s working from home guidelines.

The training will be undertaken within the team for the role, you will be working with other teammembers and supporting the Financial Planners and Financial Planning Managers. Full training andpractical support will be provided with the exceptional backing of one of the leading Law andFinancial Services firms in Essex.

The Candidate

You will be a recent graduate, preferably within finance, business, or economics, but this is notessential. You will have a genuine interest in financial planning or have experience within theFinancial Services Sector, possess strong attention to detail, and will be seeking to develop yourcareer in financial planning. Previous experience in a Financial Services role would beadvantageous but is not essential.

You will show a genuine passion for delivering excellent client service and display a willingness tolearn and be flexible and dedicated. Additional study will be required outside of working hours andtherefore you must display a can-do attitude, be able to manage your workload and prioritiseeffectively. You will be supported and encouraged to achieve your goals within the FinancialServices Industry.

The ideal candidate will: -

• Be able to multi-task and work under pressure.
• Have excellent communication and interpersonal skills with the ability to display empathy.
• Have a professional attitude and appearance.
• Be competent in the use of Microsoft Excel, Word, and Outlook.
• Be flexible and reliable with excellent organisational skills.
• Have the ability to work on your own and as part of a team.

The position is full time and will initially be based in the Colchester Office although it may be necessary to work at our other two offices in in Chelmsford and Basildon; therefore, flexibility is essential.

If you have the enthusiasm and flair for providing exemplary client service and have a realambition to become a Financial Planner then please do apply.