Jobs

We currently have the following opportunity to join our successful and thriving practice:

Assistant Financial Planner

Are you looking for a career and not just a job?  We have an exciting opportunity for an exceptional candidate to join the Birkett Long IFA team as part of a two-year training programme designed for you to progress to a Financial Planner.
 
The Role
This training programme is intended to last for a duration of two years however some flexibility with the timetable is possible. The programme is designed for the successful candidate to progress to a Financial Planner. The position is full time and will initially be based in our Colchester Office although it may be necessary to work at our other two offices in Chelmsford and Basildon; therefore, flexibility is essential and the ability to drive would be advantageous. 

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 Planning Practices in Essex. 

The Candidate
You will hold the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning or equivalent and have at least two years’ experience as a Paraplanner or training to become a Financial Planner in an IFA Practice.  You will be motivated and dependable, with strong attention to detail, seeking to develop your career in financial planning. 

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 Office 365 including 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. 

Birkett Long offers a competitive package, details of which can be found on our website  what do we offer? - Birkett Long Solicitors 

If you have the enthusiasm and flair for providing exemplary client service and have a real ambition to become a Financial Planner, then please send your CV to recruitment@birkettlong.co.uk

BIRKETT LONG IS AN EQUAL OPPORTUNITIES EMPLOYER.