Accelerate your Financial Planning Career
Do the most meaningful work of your career. People are at the heart of financial planning. We design financial plans and deliver services that help families manage their wealth better and in turn lead more fulfilling lives . Take a look at our vacancies below or if you think you have something to add send a speculative application with your CV and cover letter firstname.lastname@example.org.
Client Relationship Manager
The purpose of the role is to support Financial Planners and ensure smooth delivery of excellent client service and client communication as per business processes.Find out more >
Experienced Financial Planners
There are 2 positions for Experienced Financial Planners (1 Cardiff based & 1 Bristol based). To provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. Salary range is £35,000-£50,000 + Bonus.Find out more >
Experienced Paraplanner (Cardiff based)
To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. Salary up to £35,000.Find out more >