CAREERS

You are

• A Financial Planner, Paraplanner or Administrator who believes that the future of your profession lies in delivering a comprehensive life-centred planning service that has the potential to change our clients’ lives.
• Passionate about the value to clients of cash-flow modelling.
• A respected professional with excellent technical qualifications, the desire to acquire more and the curiosity to continually develop your skills.
• Somebody who believes in developing long term relationships with clients and always putting their best interests first.
• A person who brings positive energy to a team environment.

We can offer

• Clients with complex financial needs that want to work with people like you.
• A competitive remuneration package with additional rewards for developing business above a minimum level.
• An expert paraplanning and administration support team available to train and integrate new team members.
• A comprehensive client proposition that offers “best of market” solutions to clients whatever their financial challenges may be.
• The opportunity to play a leading role in shaping the long-term development of a dynamic and ambitious business.

You are looking for

• A role where you can develop and express your passion for ‘real’ financial planning.
• A firm that understands most client value is created in the first phases of understanding your client and modelling their current and future situations.
• A creative environment where new ideas and ways of thinking are always welcomed.
• A role that allows you to spend more of your time on finding solutions for your clients and less on administration and compliance.
• A brand and a business that has meaning and reflects your own professional and personal values.

Our values

The personal values that we use to choose who we recruit, how we work together and the experience we give to our clients.

• Trust – The most important thing our clients are looking for, they must always have total confidence that we will only ever act in their best interests.
• Reliability – We do what we say, when we promised it and we do it right first time.
• Creativity – New ideas, fresh thinking, open minded collaboration, there is no problem that does not have a solution if you look hard enough.
• Teamwork – We work together to make the most of our own talents, share our challenges and successes and deliver the best possible outcome for our clients.
• Pride – We are proud of the firm we have created together, the work that we do and that we make a real and positive impact on our clients’ lives.