3rd August 2021
Job Type


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 financial planning? We have an exciting opportunity for an exceptional candidate to join a great IFA team as part of a four-year training programme designed for you to progress through to a Financial 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 on people – 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 a commitment 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 an Assistant Financial Planner and then a Financial Planner. The position is full time and will initially be based in their Colchester Office although it may be necessary to work at the other two offices in Chelmsford and Basildon; therefore, flexibility is essential and the ability to drive would be advantageous. There will be the opportunity for some working from home, if desired, in line with the Firm’s working from home guidelines.

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

The Candidate

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

You will show a genuine passion for delivering excellent client service and display a willingness to learn and be flexible and dedicated. Additional study will be required outside of working hours and therefore you must display a can-do attitude, be able to manage your workload and prioritise effectively. You will be supported and encouraged to achieve your goals within the Financial Services 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.

Optional Cover Letter
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