Career opportunities

We are currently recruiting for a paraplanner to join the team. Our ideal candidate will be able to demonstrate:

– strong technical ability
– progress towards relevant professional qualifications
– some experience of cashflow forecasting
– a curious mindset
– a desire to provide genuinely holistic financial advice to clients

In return we can offer an outstanding environment in which to develop your technical career, support with further professional qualifications, and a competitive salary & benefits package.

The role is based at our office at Bowcliffe Hall.

If you are the kind of person who shares our values and feels that you could make a real contribution to our business, please contact us at with your CV and we will get back to you.