Graduate Financial Planner

Trainee Financial Planner - Colchester, East England

Ref: 828Tuesday 26 July 2022

If you are looking to build a lasting career within Financial Planning, we are currently working with a Wealth Management firm who are ready to develop your skillset to achieve this. 

On offer is an inclusive environment that promotes teamwork at the core of its culture. You will be working as part of a productive, high performing team under supervision from a dedicated Mentor, providing support to Sales Managers and Advisers in a Trainee Adviser capacity.

The Opportunity

This is a fantastic chance to join a national firm that has ambitious growth plans backed by strong strategies and processes.

What’s needed for me to be considered?

  • Ambitious and goal-orientated
  • Working towards Level 4 Diploma or strong interest in studying this qualification
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to take control and drive your own development and study time
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.


  • A full driving licence is useful

If this sounds like something that could be of interest, please reach out and one of our consultants will be in touch! 

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