UNIQUE. IN ANY NUMBER OF WAYS
Here are some headline numbers to give you a better feel for what we’re all about. Scroll down to understand how we’re part of a bigger business and how this can benefit you...
Here are some headline numbers to give you a better feel for what we’re all about. Scroll down to understand how we’re part of a bigger business and how this can benefit you...
The culture we’ve created is something special. We’ve built a vibrant working environment. Our team are all trusted to make decisions, manage their own time and work flexibly. We’re all engaged in our work and what we can achieve for our clients.
RELATIONSHIP MANAGERS
PARAPLANNERS
CLIENT SERVICES
Operations
We achieve great things for our clients and that’s what matters to us most. And over the past few years, we’ve been very proud to win several major industry awards.
But, winning isn’t all about the trophy.
It gives our team confidence and reassures our clients they made a great decision to work with us. And it also helps us measure our success against our vision to be the best.
B Corp UK Certified
International Adviser - Excellence in Marketing 2020
International Adviser - Best Adviser Firm 2020
Professional Adviser - Best Financial Advisers to Work For 2019
Professional Paraplanner Awards - Paraplanning Team of the Year 2018
Professional Adviser - Best Financial Advisers to Work For 2018
Professional Paraplanner Awards - Paraplanning Team of the Year 2017
Professional Adviser - Best Financial Advisers to Work For 2017
New Model - Adviser of the Year 2017 (Midlands Region)
New Model - Adviser of the Year 2016
IFP - Accredited Firms Award Winner 2015 - Recognising Excellence
IFP - Building Excellence Award 2012
In addition to our cabinet full of trophies, we are also delighted to have received a number of other accreditations. These recognise how we look after our clients and our people.
Seeing clients achieve the lifestyle they want is what makes us tick. To make this happen, we need to hire and develop the best talent in the industry… this is where you come in!
We’re growing fast and are ALWAYS on the lookout for exceptional talent and people brimming with potential to join us. Whether you’re looking to start your career in financial services as part of our Client Services Teams, an experienced Paraplanner who wants to get stuck into the detail or a people focused professional who wants to manage and build client relationships – we’re happy to hear from you.
At the moment, we have live opportunities for a Financial Planning Administrator and a Senior Financial Planning Administrator in London. We also have opportunities for a Paraplanner in London and Tunbridge Wells.
