Careers

We are always looking for high quality, committed investment professionals, graduates or administrative staff.

If your experience fits the qualifications below, please send us a covering letter and CV.

Qualified professionals

  • Certificate in Financial Planning / Certified in Financial Services
  • Ideally, a number of Diploma and Advanced Diploma level exams
  • Have demonstrated achievement and career progression and are looking to attain the Chartered Financial Planner status.

Graduates

  • Excellent academic record (2.1 or above), achieved or expected
  • A good grade in A-level maths or equivalent is preferred, grade A at GCSE maths is essential
  • Excellent verbal and written communication skills
  • A willingness to put clients’ interests first
  • An interest in financial matters
  • An eye for detail
  • A can-do attitude combined with common sense and integrity
  • The ability to build effective relationships.

Administrative staff

  • Have demonstrated good organisational and administrative abilities in a financial environment
  • An eye for detail
  • A can-do attitude combined with common sense and integrity
  • The ability to build effective relationships.