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.

Birkett Long IFA
Trainee Financial Adviser 2019

We have an exciting opportunity for an exceptional candidate to join our Birkett Long IFA Team as a Trainee Financial Adviser as part of our Trainee Adviser programme.

This is a two year structured programme which will involve working closely with our highly experienced Financial Planning Managers who will help you to both enhance the skills required to develop your career and undertake the Chartered Insurance Institute Diploma in Regulated Financial Planning.

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; therefore flexibility is essential.

The ideal candidate will:
• Be someone with an interest in financial planning or have experience in the Financial Services sector;
• Be self motivated;
• Be able to multi-task and work under pressure;
• Have excellent communication, and interpersonal skills, and empathy;
• Have a professional attitude and appearance;
• Be competent in the use of Microsoft Excel, Word and Outlook;
• Be flexible and reliable;
• Have excellent organisational skills, the ability to manage own work and to prioritise;
• Have strong attention to detail;
• Have the ability to work as part of a team as well as on your own;
• Have a “can do” attitude to work.

A genuine passion for delivering excellent client service is mandatory.

A willingness to learn is also essential as additional study will be required outside of working hours.

Relevant industry experience would be advantageous but not essential. Full training and practical support will be provided with the exceptional backing of one of the leading Law and Financial Services firms in Essex.

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

Leonie Dolling
HR Assistant

Birkett Long LLP, 1 Amphora Place, Sheepen Road, Colchester, CO3 3WG


Financial Services Administration Assistant
Maternity Cover
Colchester Office

The Role
We have a vacancy for an Administration Assistant to join our Birkett Long IFA Team.   The position is a maternity cover contract which is full time and will terminate on the return of the maternity leaver. The position is based in our Colchester Office.

 The main duties and responsibilities will include:
• Audio typing
• Providing administration support to Financial Planning Managers
• Processing new business and general client administration as required
• Database creation and management
• Preparing necessary paperwork and application forms for client meetings
• Liaising with other Financial Services Team members and departments in the firm in relation to mutual clients
• General secretarial/admin. support
• Dealing with telephone calls from clients and product providers

The Candidate
We are seeking an individual who is highly organised and has great attention to detail.
The ideal candidate will have excellent typing skills and communication skills both verbal and written coupled with a professional work approach and  a positive “can do” attitude.  The administrative assistance will contribute towards the smooth and efficient running of the department.  Full training will be provided but previous administration experience would be advantageous but is not essential.  However typing skills are essential.

The work can be fast paced and the successful candidate will need to have the ability to work as part of a team as well as on their own.

If you believe you have the skills we are looking for please send your CV to:
Leonie Dolling
HR Assistant

Birkett Long LLP, 1 Amphora Place, Sheepen Road, Colchester, CO3 3WG




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 or 07901 005257

For further information about Birkett Long LLP -

If you would like to apply for any of the positions advertised please send your CV along with details of the position you are applying for to Leonie Dolling

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