Join our dynamic and continually growing team of independent financial advisers and dedicated client managers. If you’re a motivated individual with excellent customer service skills, we’d love to hear from you. To apply for a position, upload your CV using the form or contact us at or ring 01926 492406.


Closing date for applications:

We’re recruiting an experienced Para-Planner to join our ever-expanding team in Warwick or Birmingham.

The role will involve investment provider research and analysis on our range of financial planning services. The role also encompasses comprehensive detailed strategy and suitability report writing to find the most suitable investment options for our clients.

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