Vacancies

We’re always on the look out for articulate, driven and ethical individuals. So if you’re passionate about helping people create the lifestyle they’ve always wanted, we’d like to hear from you.

Paraplanner

14th May 2020

Are you the attention to detail, highly knowledgeable and great communicator we are looking for? Working alongside your dedicated IFA, this role involves taking full responsibility for the client file from data gathering, production to implementation of the Financial Plan.

Senior Paraplanner

14th May 2020

Do you have the knowledge and drive to provide detail, exemplary client service and mentoring to the developing Paraplanner? Working alongside your dedicated IFA, this role involves taking full responsibility for the client file from data gathering, production to implementation of the Financial Plan.

Client Services Administrator

13th May 2020

There is no ā€˜Iā€™ in team and this role is ideal for anyone with great communication skills wanting to be the missing piece in a client focused triangle. Providing comprehensive support to a dedicated IFA and Paraplanner, this role includes the managing the client review and new business processing for the team.

Contact an expert

For a no-obligation consultation with one of our Independent Financial Planners, please call 01494 455616