Vacancies.

Our client is  looking for a driven, ambitious and experienced Financial Planner to join their team. This is an exciting opportunity to join a growing Financial Planning firm. 

We are looking for an energetic and organised person to join this thriving financial planning firm.  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 business. 

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.