• 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

Financial Planning Analyst (Paraplanner)

Location: Nationwide

Primary objective: To work in collaboration with all departments and support the financial planners in meeting the highest standards of advice and providing a life enhancing service to our clients. This role will primarily involve carrying out research and producing suitability reports in line with company policy.

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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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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.