We are trusted by our clients who like the way we work. Perhaps it’s because we do things differently from other financial planning services. We put our clients at the heart of what we do, helping them to understand everything they need to know to make informed choices and take control of their finances.
Because we don’t pay our team commission or sales related bonuses, our clients can be confident that we will always act in their best interests.
We are always interested to talk to people who share our values and who seek to be an inspiration in our industry. Get in touch and tell us how you could further enhance our brilliant team.
We currently have the following vacancies, please click on the job title for job descriptions and details of how to apply.
Client Review Co-ordinator based in our Stockbridge office.
Finance and Data Management Administrator based in our Stockbridge office
Compliance Administrator based in either our Stockbridge or Claygate, Surrey office
HR and Corporate Governance Administrator – 6 month contract based in our Stockbridge office