• 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

Junior Investment Analyst

Location: Harrogate

Primary objective: Reporting to the Portfolio Manager, you will be involved in all aspects of the Investment process.

The initial 2 to 3 year period will be working with the team to gain key knowledge in relation to the fundamentals of investment operations and administration while also gaining experience in investment analysis.

After successful completion of the initial training period, the role will be as a full-time Investment Analyst with clear development pathways within analysis and/or portfolio management.

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Investment Operations Administrator

Location: Harrogate

Primary objective: Providing administration support for the investment department across all areas of administration. Maintain and develop knowledge of platforms/systems including Enable/Transact/Parmenion in order to provide specialised operational support to business.

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Second Line Support Engineer

Location: Harrogate

Primary objective: This is an excellent opportunity for a candidate looking to expand their experience in the Financial sector with a growing company where IT is an essential part of the business to sustain its continued growth.

The Second Line Support Engineer is responsible for handling first, second, and in some cases third line, tickets for incident and service requests. There will be some routine work required in this role such as regular checking on patching status, vulnerability scanning reports, Microsoft 365 sign ins then recommending a course of action.

You will have the opportunity to work on a wide range of systems and solutions including laptops, servers, printers, switches, telephony, cloud based services such as Microsoft 365 and vulnerability scanning toolkits.

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Client Servicing Administrator (North)

Location: Newcastle

Primary objective: The ongoing servicing of all existing clients and support the Advisers with review meetings and business processing.

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New Client Support Administrator (2 positions available)

Location: Harrogate

Primary objective: Support the administrators to ensure the efficient and successful onboarding of all new clients, from first appointment through to completion, delivering the velocity and quality in line with expectations.

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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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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.