Assistant Financial Planner - Pathway to Adviser, Colchester Office, Essex, £35,000-£45,000 (DOE)

Salary: £35,000-£45,000 (DOE) + Excellent Benefits

Our client, a leading Law and Financial Planning firm in Essex, is seeking an Assistant Financial Planner to join their team due to continued growth. This role offers a fantastic opportunity to immerse yourself in the financial planning process, working closely with experienced Financial Planners and Financial Planning Managers. With comprehensive training and practical experience provided, you’ll develop the skills necessary to deliver exceptional service to clients while advancing your technical expertise. Although the role is based in Colchester, flexibility and occasional travel to other Essex offices will be required. A driving licence would be advantageous.

The ideal candidate will hold a CII Level 4 Diploma in Regulated Financial Planning (or equivalent) and have at least two years of 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 within financial planning is essential, as is the ability to manage additional study alongside a busy workload. Candidates should possess strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities, proficiency in Microsoft Office 365, and a professional, flexible, and reliable attitude are all key attributes. The role requires a collaborative mindset, balanced with the ability to work independently when needed.

In return, the successful candidate will benefit from a clear and structured pathway to becoming a Financial Planner, supported by expert training and mentoring within a highly regarded team. This is a chance to join a respected and established firm offering a competitive package and excellent career prospects.

If you are ambitious, client-focused, and ready to take the next step in your career, we would love to hear from you. Please send your CV to Joanna at FD.