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

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

Entry/junior level (non‑graduates)

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