Assistant Financial Planner route to Advisor, Colchester, £35,000- £45,000 (DOE), Excellent benefits
11 days ago
Colchester
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. 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., • 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 clear pathway to becoming a Financial Planner., • Expert training and mentoring within a supportive team environment. 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.