(LO68) Trainee Financial Advisor

Colchester | £25,000.00 - 35,000.00 Per Annum

Job Title

Trainee Financial Advisor


Colchester, Essex.

The Company

Our client is a long-standing, Chartered, Independent Financial Planning firm. They have six Financial Planning Consultants, and an Administration/Paraplanning team who are qualified in their own right. As a company, they are directly authorised by the FCA and are also members of Simply Biz who provide additional compliance and business support to their in-house compliance team.

Candidate Requirements

We are looking for someone who is hard working and efficient with an ability to manage time well. They should be presentable, with a good attitude and a pleasant demeanour. High attention to detail and the ability to communicate at all levels are important, as is flexibility and being a team player.


Ideally, the candidate will have 2 years paraplanning experience and would have achieved the Diploma in Financial Planning.

Career path

A clear path to becoming and Adviser with Competent Adviser Status (CAS) is in place and should be achieved within 3 Months of joining. For the 1st month, you will be learning the companies systems and processes that they have in place, months 2 and 3 you will be shadowing advisers on a daily basis which will also include attending client meetings. Month 4 onwards you will be advising a book of clients that will be provided to you.