Vacancies.

Join this thriving, growing, independent financial planning firm as a trainee.

This is a great opportunity for someone wanting to start or progress their career in Financial Services.

We welcome candidates direct from education, other financial services business or those seeking a change in career.

The successful candidates will be motivated to drive their personal development and committed to a training programme expected to last 2-3 years alongside an experienced Chartered Financial Planner. This is an exciting opportunity to develop knowledge and skills beyond the textbook, benefiting from real life on the job experience.

Our client, a thriving, growing financial planning firm in Surrey are looking for an organised and competent Paraplanner to join our Service Delivery team.  This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice. 

Part time Administrator - 3-4 days, 2 days in office while rest at home/remote.

This is a great opportunity to join a small, growing financial planning firm as an Administrator.