Looking for a change?
We are always on the look out for talented individuals to join our team.
We're a kind of laid back place to work, where you'll be treated as a valued and important part of the family, where your opinions will matter and your welfare is actually important to us.
As a family run company we understand that 9-5 doesn't work for everyone and believe that our clients should be our first and only priority, not the number of hours you've worked over your 'norm' this week or how many holiday days you didn't take!
We're currently looking for...
IFA
Employed or
Self Employed
Mortgage Arranger
Employed or
Self Employed
Admin Assistant
Part time
Employed role
Para Planner
Freelance or
Part time employed
You might currently be a tied or company Financial Adviser looking to improve the advice you can give to clients, or an existing IFA looking for a role with more autonomy and fewer 'targets'. You will believe, like us, that providing well planned advice is far better than 'getting a sale' and your clients will be more important than your bottom line. If this sounds like you, we'd love to hear from you. We can offer either an employed or self-employed role.
As with our IFA role, we'd love to add a Mortgage arranger to our team. Ideally you will be qualified and already have some experience. The customer experience is THE most important thing to us but you should be able to seek and engage new clients yourself.
We would love to speak to someone with some administration experience who is confident in producing written reports and speaking to client on the phone (this is NOT a sales role so no 'cold-calling'!) We'd prefer someone who wants to work part time and the role would suit working around School age children, studying or just getting a better work/life balance.
Initially we'd be interested in speaking to a freelance paraplanner who would be interested in backgrounding some larger or more complex cases as they come up. This might also suit someone wanting to work part time from home around other commitments or childcare. Experience and qualifications are essential for this role.