Jobs

Assistant Financial Planner


We have an exciting opportunity for an exceptional candidate to join the Birkett Long IFA team as an Assistant Financial Planner.  
 
The Role
The successful candidate will be trained over a two year period in order to advance from an Assistant Financial Planner to a Financial Planner.  The position is full time and will be based in our Colchester Office. 

The training will be undertaken within the team.  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 and will include:-

  • Building relationships with clients 
  • Dealing with different client situations
  • Shadowing Financial Planners within the team
  • Support and develop marketing initiatives 
  • Taking and dealing with new enquiries
  • Develop knowledge of Wealthcraft
  • Build relationships with colleagues in Birkett Long group 

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 in the industry as a Trainee Financial Planner.  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. 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.

You will possess the following skills:

  • Educated to A level standard and must have a minimum of GCSE Grade 6 or above in English and Maths, or equivalent
  • Proficiency in Microsoft Office and advanced MS Excel 
  • Good literacy and numeracy skills with a high degree of accuracy 
  • Excellent interpersonal and organisational skills 
  • Ability to work under pressure and to use own initiative
  • Team player with a positive attitude and willingness to learn.
     

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.