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Path to Financial Advisor: Assistant Planner
Job in
Colchester, Essex County, CO1, England, UK
Listed on 2026-01-15
Listing for:
Financial Divisions
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Finance Assistant
Job Description & How to Apply Below
A leading financial services firm based in Colchester is looking for an Assistant Financial Planner to support their growth. The successful candidate will immerse themselves in the financial planning process, receive comprehensive training, and prepare to provide exceptional client service. Applicants should possess a CII Level 4 Diploma in Regulated Financial Planning and have a minimum of two years' experience.
Flexibility for travel may be required across Essex offices.
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