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Join the Saunderson House Team

Saunderson House recruits capable and ambitious individuals from a variety of backgrounds who are looking for a rewarding career in a professional firm.

We recruit across a range of roles within the following areas:

  • Financial Planning
  • Investment Research and Portfolio Management
  • Support Functions (HR, IT, Change Management, Compliance, Marketing, Finance, Reception, Business Support).

We welcome individuals with varying levels of experience – from recent graduates to fully qualified professionals and skilled practitioners.  Professional and personal development is encouraged and supported for all staff. This includes continued professional development (CPD) and technical training, as well as soft skills.

For those aiming to be financial planners, our structured graduate career path offers full study support to become a Chartered Financial Planner, with various career options post-qualification.

Who We Are Looking For

Qualified or part‑qualified individuals in a variety of disciplines

  • Have achieved part or full qualification e.g. Diploma in Financial Planning, IMC, CFA or other relevant professional body
  • Have clearly demonstrated achievement, career progression and relevant experience in their chosen role


  • 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

Entry/junior level (non‑graduates)

  • Have demonstrated good organisational and administrative abilities
  • An eye for detail
  • A can do attitude combined with common sense and integrity


Discretionary Bonus
Company Pension
Private Health Cover
Life Assurance
Income Protection
Season Ticket Loan
Funding For Study & Professional Subscriptions
Employee Assistance Programme
Childcare Vouchers
Paid Time Off For Volunteering

How To Apply

If you would like to apply for a position with Saunderson House, please include:

A covering letter

An up to date CV

View the Saunderson House Candidate Privacy Policy

Fair Processing Notice for the Internal Fraud Database

Our Values

Make It Happen

Continuously striving to be the best in class, results driven and deliver excellent outcomes for our clients. Always thinking ahead and being both proactive and timely in our approach.

Think with Purpose

Always ensuring our advice to clients is considered and resolute. Taking a long term view whilst recognising the importance of our tailored approach to client needs. Challenging ourselves to be innovative and thought provoking.

Lead from the Front

Committed to leading by example by being relentlessly curious, owning the problem and striving for excellence. Ensuring leadership happens at all levels of the organisation to reinforce our dedication to be being the first choice wealth manager.

Be the Difference

Always willing to go above and beyond for our clients. Striving to make a difference to those around us by always acting with integrity, and in our client’s best interests.

Working Together

Acknowledge & leverage individual strengths through collaboration to be the best that we can be. Embrace change and encourage diversity. Always treat others with the respect and compassion we would expect to receive ourselves.



Saunderson House has been awarded the Investors in People Silver Standard, demonstrating their commitment to realising the potential of their people.

Investors in People is the UK’s leading accreditation for business improvement through people management. It provides a wealth of resources for businesses to innovate, improve and grow, with a focus on good people making great business.

Read the full article


We are an equal opportunities employer and it is our policy to ensure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief or sexual orientation.