Financial Life Planner

We are looking for more advisers who are just like us!

  • You love being a financial planner but want to move to an environment that fully supports you and your future.
  • You want to work with a team of like minded people.
  • You truly want to make a difference to the lives of your clients.
  • You understand the benefit of life planning in financial planning and you are a qualified life planner or have a burning desire to become one.
  • You appreciate the efficiency of a technology based practice that is paperless and online.
  • You are confident in sourcing and maintaining your client relationships.
  • You are at least Level 4 qualified but have aspirations to become Chartered and Certified as soon as possible.
  • You want to be part of a new, already highly regarded firm where you will be fairly remunerated based on your contribution to the firm.

We are based in London, but our operation is well placed to support advisers anywhere in the UK with IT and back-office systems structured for remote working. We can also offer one position based in our London Whetstone office.

We love what we do and know you will too!

Please send your CV to Tina Weeks in the first instance for an exploratory and confidential discussion.  No agencies please.

Tel: 020 8440 4788