Financial Services Trainee

2 days ago


Colchester, Essex, United Kingdom Douglas Steers & Company Full time

We are seeking a diligent and numerate individual to join our team as a Financial Services Trainee. The successful candidate will be responsible for providing admin support to our financial advisers, collating client information, and preparing illustrations & client valuations for meetings.

The ideal candidate will have strong attention to detail, be able to learn quickly, and have good grammar skills. They will also be competent in using spreadsheets and be able to work accurately with figures.

In this role, you will have the opportunity to develop your skills and knowledge in regulated financial planning, working towards obtaining the Level 4 Diploma in Regulated Financial Planning. You will also receive full training and career development opportunities within a stable business environment.

This is an excellent opportunity for someone looking to start their career in financial services. As a Financial Services Trainee, you will gain valuable experience and skills, and have the potential to advise existing and new clients on their financial planning requirements in the future.

We offer a competitive salary of £25,000 per year, plus benefits including:

  • 25 days holiday plus bank holidays
  • Christmas closure
  • Paid study material & exam workshops
  • Study time during working hours
  • Paid CII membership
  • Free on-site parking
  • Pension Scheme


  • Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a highly motivated Trainee to join our team at Artemis Recruitment Consultants Ltd in Colchester. As a Financial Services Trainee, you will have the opportunity to learn and grow with our company, gaining valuable experience in financial services.Key ResponsibilitiesAssisting in the provision of research and analysis of investment funds and...


  • Colchester, Essex, United Kingdom Winstree Financial Services Full time

    Establish a successful career as a CEMAP Qualified Mortgage and Protection Broker with Winstree Financial Services, a premier provider of expert guidance on Mortgage and Protection solutions.Role OverviewLeverage high-quality leads to deliver tailored advice to clients via telephone and face-to-face interactions. Engage in warm, pre-qualified leads to...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Grow Your Career as a Servicing Financial AdvisorFinancial Divisions is seeking a skilled paraplanner to become a Servicing Financial Advisor at our UK-based organization. This exciting opportunity allows you to leverage your expertise and passion for financial services to drive success.About the Role:You will collaborate with experienced advisers to develop...


  • Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job TitleA Trainee Paraplanner position is available at Artemis Recruitment Consultants Ltd in Colchester. The estimated salary for this role is £25,000 - £30,000 per year.


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    **About the Opportunity**Financial Divisions is offering an exciting opportunity for a Financial Services Specialist to join our team. As a key member of our team, you will be responsible for managing a portfolio of existing clients and attracting new business opportunities.The ideal candidate will have at least 3 years of experience in financial planning...


  • Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company Overview">Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in the financial services industry. Our clients are reputable firms seeking talented professionals to join their teams.">Job Summary">We are currently seeking a Trainee Paraplanner to join our client's team in Colchester. As a Trainee Paraplanner, you will play...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Servicing Financial Advisor Job OpportunityWe are looking for an experienced paraplanner to become a Servicing Financial Advisor at our organization in the UK. As a key member of our team, you will play a vital role in delivering exceptional customer service and growing your skills and expertise.About the Position:You will work closely with experienced...


  • Colchester, Essex, United Kingdom Douglas Steers & Company Full time

    We are looking for a skilled and motivated individual to join our team as a Trainee Financial Planning Specialist. In this role, you will assist our financial advisers with various tasks, including collating client information, preparing illustrations & client valuations, and carrying out fund research.The successful candidate will be able to work accurately...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Requirements and QualificationsTo be successful in this Servicing Financial Advisor role, you will need:Experience: At least 2 years' experience as a Paraplanner, demonstrating a strong understanding of the industry and its requirements.Diploma: A Level 4 Diploma or equivalent, showcasing your expertise in key financial planning areas.Skills: Strong...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly motivated Paraplanner to join our team and progress towards becoming a Servicing Financial Advisor. This role involves working closely with advisers to deliver exceptional client service and achieve business growth.About Us: Financial Divisions is a leading financial services provider, dedicated to delivering innovative...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Overview: Financial Divisions is seeking a talented Paraplanner to join our team and progress towards becoming a Servicing Financial Advisor. This role requires strong communication skills, attention to detail, and proficiency in MS Office, particularly Excel.About the Ideal Candidate: We are looking for a motivated and ambitious individual with at least...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job OverviewWe are seeking a skilled Paraplanner to join our team at Financial Divisions. This role offers an excellent opportunity for career advancement and professional growth.


  • Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleSalary: £25k - £30k per annumThis Trainee Paraplanner position offers a fantastic opportunity to develop your skills and knowledge in the financial services industry. As a key member of our team, you will be responsible for providing high-quality support to our clients and contributing to the growth and success of our organization.The ideal...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Company Overview">At Financial Divisions, we are committed to providing exceptional wealth management services to our clients. We are seeking a highly skilled and motivated individual to join our team as a Servicing Financial Advisor.


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job OpportunityThis is a unique chance to join a reputable financial services company as a Financial Adviser. The role involves managing an existing book of business from a retiring adviser and bringing on new clients.The ideal candidate will have at least 3 years of experience in financial planning and the ability to work with high net worth individuals. A...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Title: Paraplanner to Servicing Financial AdvisorWe are seeking a skilled and passionate paraplanner to join our organization in the UK. This role offers a unique opportunity to collaborate with seasoned professionals and grow towards becoming a Servicing Financial Advisor.About the Role:Closely collaborate with advisers to prepare recommendations and...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job OpportunityWe are seeking a skilled Financial Consultant to join our team at Financial Divisions in Colchester, Essex.The successful candidate will have the opportunity to manage a portfolio of clients with significant investable assets and provide expert advice on their financial goals.The role offers a competitive salary of £55k - £75k per annum,...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Explore a new opportunity as a Financial Planning Specialist with Financial Divisions in Colchester, Essex.Earn an estimated salary of £60k - £80k per annum, plus attractive benefits and bonus package.This role involves managing a client bank generated from a retiring adviser over the next 3 years, while bringing on new clients to expand your portfolio.The...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    **About Us**">Financial Divisions is a well-established financial services provider with a strong reputation for delivering exceptional advisory services to high-net-worth individuals and families.We are seeking an experienced Senior Financial Consultant to join our team, who will be responsible for managing a portfolio of existing clients and attracting new...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job OverviewWe are seeking a highly skilled and ambitious individual to join our team as a Servicing Financial Advisor. As a pivotal member of our wealth management team, you will work closely with seasoned professionals to deliver exceptional client service and advice.Salary and BenefitsThe successful candidate can expect a competitive salary of £45,000 -...