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Trainee Financial Planner

Colchester, Essex
£30,000 to £40,000
Job Type
8 Sep 2022

Trainee Financial Planner

Location: Colchester

Salary: £30,000 - £40,000 + OTE

The opportunity for an experienced Paraplanner or Level 4 qualified candidate to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.


  • Technical support to our Adviser Team
  • Research the most suitable product and tax wrapper
  • Write suitability letter reports for investment, pension, protection and inheritance tax cases
  • Respond to technical client queries relating to trusts defined benefit pensions and tax


In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
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  • Job Reference: 707322871-2
  • Date Posted: 8 September 2022
  • Recruiter: Ortus Psr
    Ortus Psr
  • Location: Colchester, Essex
  • Salary: £30,000 to £40,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent