Jobs

BIRKETT LONG IFA IS EXPANDING!

Based in Essex, with offices in Chelmsford, Basildon and Colchester, Birkett Long is focused on people – our clients, our employees, our business partners and those in our local communities.

Birkett Long IFA LLP offers truly independent financial advice.

We currently have the following vacancies:


Financial Services Administrator

 

We have an exciting opportunity for a candidate to join our Birkett Long Independent Financial Advisers team as an Administrator.

The Firm
Based in Essex, with offices in Chelmsford, Basildon, and Colchester, we are  focused on people – our clients, our employees, our business partners, and those in our local communities.

We are a vibrant and dynamic firm, with people and the community at its heart. This manifests in a commitment to investment in staff and technology, charity involvement and service offering.

This is an ideal opportunity to join a successful and thriving team.

The Role
The role is to support our Financial Planning Managers and Paraplanners to include preparation of new business documents, communication with client, capturing and recording client data and producing investment reports. 

 In addition, a key role will be the development of our financial services software systems (Wealthcraft) therefore industry experience and excellent IT skills are essential. Previous experience in developing financial services software would be advantageous.

The position is full time and will be based in our Colchester Office.  There may be the opportunity for some working from home.

Full training and practical support will be provided both externally and internally by our experienced team of Financial Planning Managers and the wider team.

The Candidate
You will have previous experience of working within an Independent Financial Advisers (IFA) environment in an administration or similar role. You will possess the following skills;

•    Excellent knowledge of the Microsoft Office 365 Package including Excel, Word and Outlook.
•    Attention to detail.
•    Excellent communication skills both verbal and written
•    Interpersonal skills coupled with a ‘can do ‘attitude
•    Ability to work under pressure and to use own initiative
•    Self-motivated and willing to learn.
•    Team player.

This is a role that, for the right candidate, offers excellent career development opportunities within an IFA environment.

If you have the enthusiasm to be part of a well-established IFA Team then please send your CV to:-

HR &L&D Team
Birkett Long LLP – 1 Amphora Place, Sheepen Road, Colchester, CO3 3WG
Or alternatively to recruitment@birkettlong.co.uk

 


Assistant Financial Planner

Are you looking for a career and not just a job?  We have an exciting opportunity for an exceptional candidate to join the Birkett Long IFA team as part of a two-year training programme designed for you to progress to a Financial Planner.

 

The Firm

Based in Essex, with offices in Colchester, Chelmsford and Basildon, Birkett Long is focused on people – our clients, our employees, our business partners, and those in our local communities.

Birkett Long is vibrant and dynamic, with people and community at its heart. This manifests in a commitment to investment in staff and technology, charity involvement and service offering.

This is an ideal opportunity to join a successful and thriving practice.

The Role

This training programme is intended to last for a duration of two years however some flexibility with the timetable is possible. The programme is designed for the successful candidate to progress to a Financial Planner. The position is full time and will initially be based in our Colchester Office although it may be necessary to work at our other two offices in in Chelmsford and Basildon; therefore, flexibility is essential and the ability to drive would be advantageous. There will be the opportunity for some working from home, if desired, in line with the Firm's working from home guidelines. The training will be undertaken within the team for the role, you will be working with other team members and supporting the Financial Planners and Financial Planning Managers. Full training and practical support will be provided with the exceptional backing of one of the leading Law and Financial Services firms in Essex.

The Candidate

You will hold the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning or equivalent. You will be motivated and dependable, with strong attention to detail, seeking to develop your career in financial planning. Previous experience in a Financial Services role would be advantageous but is not essential.

You will show a genuine passion for delivering excellent client service and display a willingness to learn and be flexible and dedicated. Additional study will be required outside of working hours and therefore you must display a can-do attitude, be able to manage your workload and prioritise effectively. You will be supported and encouraged to achieve your goals within the Financial Services Industry.

The ideal candidate will:-

  • Be able to multi-task and work under pressure.
  • Have excellent communication and interpersonal skills with the ability to display empathy.
  • Have a professional attitude and appearance.
  • Be competent in the use of Microsoft Excel, Word, and Outlook.
  • Be flexible and reliable with excellent organisational skills.
  • Have the ability to work on your own and as part of a team.

If you have the enthusiasm and flair for providing exemplary client service and have a real ambition to become a Financial Planner, then please send your CV to: -

 

HR &L&D Team
Birkett Long LLP – 1 Amphora Place, Sheepen Road, Colchester, CO3 3WG
Or alternatively to recruitment@birkettlong.co.uk
NO AGENCIES

Agents please note that we work with a PSL and whilst we consider each candidate and application, please ensure that CV’s are only directed to our HR department. Please refrain from contacting Birkett Long employees.  


FINANCIAL PLANNING ADVISERS

Birkett Long LLP, the leading Essex based law and financial services firm is looking to expand. With offices in Colchester, Basildon and Chelmsford, Birkett Long has significant growth plans over the next 5 years for its financial services business. Already a major contributor towards the firm’s success, recent branch expansion, acquisitions, and the associated client base increase present an unprecedented opportunity to realise its growth plans. Predominantly working with quality ‘in-house’ leads from our huge, diverse and active client base and some self-generated leads, together with full paraplanning and administrative support, Birkett Long seeks high calibre advisers to deliver quality advice and fee income, or those that can demonstrate they have the potential ability to do so, and who are excited by the challenge of helping the firm meet and exceed its aspirations.

To be considered for these roles working in the professional services marketplace successful applicants will need to evidence an established record of high achievement through managing effective and sustained client relationships (typically, but not exclusively HNW/business owners); having attained Level 4 Diploma, and ideally chartered status or the aspiration to achieve this in the future with ongoing support and personal development. This is an employed role. There is an excellent remuneration package available, commensurate with the expectation of the role, with the exceptional backing of one of the leading law and financial services brands in Essex.

For further information on a completely confidential basis:
David Cant
01206 217381
david.cant@birkettlong.co.uk

For further information about Birkett Long LLP - www.birkettlong.co.uk

Should you be interested in applying for a different position with the firm please do feel free to send your CV to recruitment@birkettlong.co.uk, as we are happy to receive personal applications on a speculative basis.

BIRKETT LONG IS AN EQUAL OPPORTUNITIES EMPLOYER.