Financial Services Career Development Professional

4 weeks ago


Colchester, Essex, United Kingdom Time Appointments Full time

We are seeking a highly motivated and ambitious individual to join our team as an Assistant Financial Planner at Time Appointments, a leading Independent Financial Advisors based in Colchester.

This exciting opportunity is part of a two-year training programme designed to equip the successful candidate with the skills and knowledge required to progress to an Assistant Financial Planner and potentially qualify as a Financial Planner in the future.

To be successful in this role, you will need to have a genuine interest in financial planning and investment management, as well as excellent organisational and planning skills with the ability to prioritise workloads.

Key responsibilities will include supporting Financial Planners, providing administrative assistance, and contributing to the growth and development of the team.

We are looking for a bright and enthusiastic individual who is eager to learn and develop their skills in a dynamic and supportive environment.

Key Requirements:

  • Proven experience as a Financial Services Administrator
  • Chartered Insurance Institute Level 4 Diploma qualified in Regulated Financial Planning or equivalent
  • Excellent organisational and planning skills with the ability to prioritise workloads
  • A genuine interest in financial planning and investment management

What We Offer:

  • A comprehensive two-year training programme
  • Opportunities for career development and progression
  • A dynamic and supportive work environment


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Role OverviewWe are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Your ResponsibilitiesAs a pivotal member of the team, you will work alongside three Partners, contributing to the...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendationsConduct thorough research and analysis of...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Company Overview:Financial Divisions is a leading wealth management team seeking a skilled paraplanner to advance towards a Servicing Financial Advisor position.About the Role:We are looking for a talented professional to collaborate closely with experienced advisers in a client-centric environment, supporting them in crafting recommendations and conducting...


  • Colchester, Essex, United Kingdom Bruin Financial & Professional Services Full time

    We are working with our client, a leading Lloyds Broker, to recruit a skilled Insurance Market Specialist on a 6-month fixed-term contract, based in their Essex office.This role would suit a returner to the Insurance Market or someone immediately available with relevant delegated authority experience.Key Responsibilities:Support the client in managing their...


  • Colchester, Essex, United Kingdom Bruin Financial & Professional Services Full time

    We are partnering with Bruin Financial & Professional Services to find a skilled Delegated Authority Technician. This 6 month Fixed-Term Contract role is ideal for insurance professionals looking to return to the market or those with relevant experience seeking a new opportunity. Key responsibilities include working in the Essex office and collaborating with...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Planning AssistantWe are seeking a highly motivated and detail-oriented Junior Paraplanner to join our team at Financial Divisions. As a key member of our wealth management team, you will be responsible for providing exceptional service to our clients, while also contributing to the growth and development of our business.Key Responsibilities:Assist...


  • Colchester, Essex, United Kingdom Financial Staffing Solutions Full time

    The role of a credit controller is to ensure timely and accurate payment processing from customers. Key responsibilities include chasing accounts, maintaining credit insurance databases, and advising on potential payment issues.As a credit controller at Financial Staffing Solutions, you will be responsible for managing client relationships and ensuring...


  • Colchester, Essex, United Kingdom Heat Recruitment Ltd Full time

    Trainee Adviser OpportunityA reputable and established IFA is seeking a driven and motivated individual to join their team as a Trainee Adviser.The company has experienced steady growth over the years, and their success can be attributed to their ability to develop strong relationships and balance professionalism with friendliness.This firm has created a...


  • Colchester, Essex, United Kingdom Recruit UK Full time

    **Exciting Opportunity for a Financial Services Expert**We are working with a leading financial planning company in Colchester to recruit a highly skilled Financial Services Expert to join their team.The successful candidate will have the opportunity to develop their own client base and work closely with a dedicated administration team to deliver exceptional...


  • Colchester, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the Company:We are a leading recruitment agency, TEMPLEGATE RECRUITMENT LIMITED, specializing in Financial Services recruitment. Our client, a highly successful Independent Financial Advisory firm, is seeking a skilled professional to join their team as an IFA Administrator.Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on...


  • Colchester, Essex, United Kingdom The Stanway SchoolEssex Full time

    The Stanway School in Essex is seeking a dedicated and skilled Early Career Teacher to join its team from July 2025.About the Role:This full-time, permanent position offers an excellent opportunity for a motivated individual to provide care, guidance, and support to students.Key Responsibilities:Excellent interpersonal skills with adults and children are...


  • Colchester, Essex, United Kingdom Professional Technical Full time

    Field Service Engineer RoleWe are seeking a skilled Field Service Engineer to join our team at Professional Technical. As a Field Service Engineer, you will be responsible for completing all service, repair, warranty, and inspection jobs allocated daily to a high-quality standard.Key Responsibilities:Complete all service, repair, warranty, and inspection...


  • Colchester, Essex, United Kingdom Lifetime Full time

    Unlock a Rewarding Career in Hospitality CoachingWe are seeking a skilled and experienced Hospitality Coach to join our team at Lifetime, where you will play a key role in developing the professionals of the future.The hospitality sector is evolving rapidly, and as an industry expert, you will be aware of the challenges and opportunities facing this...


  • Colchester, Essex, United Kingdom ProTalent Limited Full time

    We are seeking a dedicated Senior Financial Professional to join our team at ProTalent Limited, an accountancy firm in Essex. About the RoleReview and prepare company accounts, partnership, sole traders, personal tax returns, and VAT returns.Manage staff and workloads to ensure internal deadlines are met.Build and maintain positive client relationships...


  • Colchester, Essex, United Kingdom Heat Recruitment Ltd Full time £35,000

    Financial Planning SpecialistWe are seeking a driven and motivated individual to join our team as a Trainee Financial Adviser. This is a fantastic chance to join a reputable firm that can offer you a training program to become a well-established Adviser. Our company, Heat Recruitment Ltd, offers professional development and training in the following areas: *...


  • Colchester, Essex, United Kingdom Spicerhaart Group Careers Full time

    About the Role:We are seeking a highly motivated and dedicated individual to join our team as a Learning and Development Coordinator. As a key member of our Spicerhaart Group Careers team, you will play a vital role in developing our people and driving a culture of continuous improvement.Key Responsibilities:Coordinate and deliver learning and development...


  • Colchester, Essex, United Kingdom University of Essex Full time

    About the RoleThe University of Essex is looking for a highly skilled Income Assistant to join its Finance, Planning and Data Insight Section. As an Income Assistant, you will be responsible for providing an efficient, quality, and customer-focused income collection service. This will involve receipting and reconciling all income, as well as providing a...


  • Colchester, Essex, United Kingdom Lifetime Full time

    Are you an industry professional looking to shape the future of the hospitality sector? At Lifetime, we're playing a key role in developing the professionals of the future, and we're looking for experts like you to join our team.What will you be doing?As a Hospitality Coach, you'll work with learners at their place of work, delivering the apprenticeship...


  • Colchester, Essex, United Kingdom Professional Technical Ltd Full time

    We are seeking a skilled Field Service Engineer to join our team at Professional Technical Ltd. This is an exciting opportunity for a motivated individual to work with our global leading material handling business.Key Responsibilities:Complete all service, repair, warranty, and inspection jobs allocated daily to a high-quality standard.Build strong rapport...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    A career opportunity has arisen for a Part Time Senior IFA Financial Administrator with 3 years- 5 years+ IFA Admin experience to join Financial Divisions, an established firm of Financial Planners based in Colchester.The successful candidate will be well-versed on end-to-end admin in a wealth planning firm, including drafting LOA's, LOV's, creating meeting...