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Careers

We specialise in providing investment advice to a growing High Net Worth client base, comprising companies and partnerships, company directors, senior managers and self employed professionals.

Our objective when dealing with such individuals is to ensure that at all times, they receive a first class service.

As our client base grows, we need to ensure that we continue to deliver the service and advice our clients require. As a result we are continually looking for advisers who can fulfil this role.

About You

Your key task is to analyse and understand our clients’ financial situation and identify effective solutions to meet their changing needs.

You must be comfortable dealing with senior people, be able to gain this confidence through your professionalism, mental agility and financial acumen.

You will need a passion for building long term relationships based on trust, personal credibility and first class customer service.

As a minimum therefore , you should hold the full Investment Management Certificate for consideration for an Investment Management role or if you are considering furthering your career within Financial Planning be Diploma (or equivalent) qualified and ideally working towards membership of The Personal Finance Society. You will have at least 3 years experience in providing financial advice, and be looking for the opportunity to progress your skills and knowledge together within a forward thinking and dynamic practice.

If you are interested and have the experience, passion and commitment then we have a range of opportunities available. We are keen to hear from graduates, employed and self employed experienced advisers and paraplanners.