Careers in Financial Services

Our Current Roles

(Only Self-Employed roles for IFA's and Mortgage Advisers available at this time.)

Administrator

- Are you an experienced Administrator looking for a career in financial services?

If so, we have an exciting opportunity for you to join our team. We're on the lookout for someone who is well organised and with an attention to detail.

Role Overview

As an Administrator, your role will be pivotal in ensuring our Financial Advisers can deliver outstanding service. Strong communication skills will be essential, as you'll be liaising directly with clients and colleagues to ensure seamless service delivery.



Responsibilities

• Managing and maintaining accurate client records using our back-office systems.
  
• Preparing documents and reports to support client meetings and advice provision.
  
• Ensuring compliance with financial regulations through precise data handling.
  
• Acting as a first point of contact for clients, delivering prompt and professional communication.
  

Key Skills & Experience

• You'll need to be proactive, highly organised, and able to manage multiple priorities with ease.
  
• A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous but not essential as training will be given).
  
• Excellent attention to detail with the ability to spot errors others may miss.
  Strong organisational skills and the ability to meet tight deadlines.
  
• Confidence in liaising with clients and providing a high standard of customer care.
  
• Proficiency in using office systems and software to manage data and workflows.

Salary

Up to £18.00 Per Hour (Commensurate on Experience).

Independent Financial Adviser

- Are you an experienced adviser or new to the industry with a passion for client relationships and holistic planning?

If so, we are looking for an Independent Financial Planner/Adviser to join our team - someone with excellent communication and rapport skills.

Role Overview

As an IFA working closely with the Managing Director, your role will involve delivering tailored financial advice and supporting business growth. This is an opportunity to make a real difference in clients’ financial futures.

Responsibilities

• Build lasting client relationships through personalised advice and regular communication.
  
• Develop comprehensive plans covering retirement, investments, tax, and estate planning.
• Collaborate with the Managing Director on strategy development and business growth. Contribute to a positive, collaborative environment within the team.
• Provide tailored advice based on clients’ individual goals, not just products.

Key Skills & Experience

• Proven experience as an IFA, ideally with expertise/passion in holistic financial planning.
• Strong communication and client relationship skills.
• Experience in retirement planning, investments, tax, and estate planning.
• Hold relevant industry qualifications (e.g., Level 4 Diploma in Regulated Financial Planning).

Salary

Commensurate on AUM and Experience.