• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Job Opportunities

We want to hear from you if you are driven by excellence and a desire to achieve great results through commitment, teamwork and integrity.

We recruit for attitude and train for skill, focusing on your personal attributes as well as your experience. If you are energetic, ambitious, friendly and have a passion to succeed then we’d like to hear from you. All our employees are given the chance to build on their experience, to develop new and existing skills through various learning opportunities and to grow within their current roles.

Our Current Opportunities

Head of Marketing

Location: Harrogate

Primary objective: Create and manage a contact and engagement strategy for new and existing clients to generate new business opportunities and promote the company, through effective marketing of our brand using social media, events/webinars, and targeted campaigns.

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Estate Planning Adviser

Location: Nationwide

Primary objective: You will be responsible for dealing with private client matters, to include estate planning, guiding new and existing clients to ensure their wealth is protected for them and their family.  Structuring their assets in a tax efficient way you will assist with the drafting and execution of their Wills, LPA’s, Court of Protection work, Trusts and Inheritance Tax Planning. Through your estate planning activities, you will also identify new Financial planning opportunities and introduce clients back to your financial adviser colleagues.

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Financial Planner

Location: Bristol

Primary objective: To generate profitable new business for the firm primarily from lead generation sources (internal/external sources) and identifying own sources of new business through professional connections or internal marketing campaigns to achieve individual expectation targets. Where you are responsible for managing an existing panel of clients, you will deliver ongoing advice suited to their current and future needs and seek referrals. Where required and you have capacity to do so, you will work in conjunction with other Financial Planners in their handover of new clients to maintain that client relationship going forward.

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In 2019…

we recruited 21 people!

The Recruitment Process

The process varies depending upon the level of the role applied for, but typically it will involve an initial telephone interview with our HR Manager. If successful, you will be invited to a competency-based interview with the recruiting Manager and the HR Manager. Depending upon the role, a further interview may take place.

No Suitable Vacancy?

If we don’t currently have a vacancy that you’re interested in, we’re always keen to keep in touch with talented people. Please get in touch and we will let you know if something suitable becomes available.

Please note we do not take speculative CV’s from headhunters, search firms or agencies. Applications made without prior engagement will be treated as a direct applicant and as a result we will not pay a fee.