Trainee Financial Adviser - Essex - Up to £45K DOE, Essex - Financial Divisions : Job Details

Are you a Diploma-qualified Paraplanner ready to make the move into a client-facing advisory role?

Our client, a well-established boutique wealth management firm in Essex, is seeking a motivated Junior Wealth Planner with strong technical knowledge and paraplanning experience. This is a brilliant opportunity to transition into advice, with a clear, structured pathway toward becoming a Senior Wealth Planner.

What You’ll Be Doing:

• Supporting the delivery of holistic financial advice across pensions, investments, tax, and estate planning
• Participating in client meetings and gradually taking on full advisory responsibilities
• Producing suitability reports and conducting in-depth research to support tailored advice
• Collaborating closely with senior advisers and support teams to ensure exceptional client service

What We’re Looking For:

• Level 4 Diploma in Financial Planning (minimum)
• Solid paraplanning background within an IFA or financial planning firm
• A clear desire to progress into an adviser role and build lasting client relationships
• Strong ethics, professionalism, and excellent communication skills

What’s on Offer:

• Competitive salary up to £45,000 depending on experience
• Defined progression route to Senior Wealth Planner
• Full support towards achieving Chartered status
• Access to a loyal client base and strong referral network
• A collaborative, values-driven culture focused on long-term client outcomes

If you're ready to take the next step in your financial planning career and would thrive in a supportive, client-first environment, we’d love to hear from you.

Apply today: Send your CV or get in touch for a confidential conversation with Sam at Fianancial Divisions.