Job Details

Trainee IFA / Paraplanne - Colchester

Sector:Financial Services

Region : Greater London

Location: Colchester

Salary: £25k - £40k + bonus + pension + study support

Job Ref.: SB-PARACOL

Job Information

A highly respected Independent Financial Advisor are currently looking to hire a quality financial services professional to join their successful team in Colchester. They are looking to recruit a trainee IFA who will provide whole of the market financial advice to their key clients and high net worth individuals. You must be professional, credible and have excellent client relationship skills.

The successful candidate will have a high level of technical and Financial Services product knowledge and need to be Diploma level 4 qualified to be considered or a Finalist. You don't specifically have to have a large amount of advisory experience but have the ambition to learn from the Advisors you are working with.

• You should have 2 years experience within Financial Services.
• Develop productive working relationships with colleagues and clients
• Being the 2nd point of contact to the client.
• Offer advice in all business area’s to include Pensions, Investments and Protection


Ideal candidates will have a strong knowledge and experience of Investments, Pensions and other associated products and have a real desire to carve out a career as an IFA.

The Client would be able to support the candidate through their professional development to either Chartered Status which depends on the candidate’s ambition.