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OUR TEAM

We know that as a successful Financial Planner you want the best environment through which to provide your clients with the best possible service and advice.

We provide market leading technology, an advice process that is fit for purpose, administration assistance, a supportive compliance framework and a competitive financial package.

FINANCIAL PLANNERS

SELF EMPLOYED ~EMPLOYED

If you are a self employed or employed Financial Planner with a client centric approach to advising clients we would be very interested to talk to you about how we work.

SUPPORT STAFF

NON INDUSTRY OPPORTUNITIES

We are always keen to speak to good Administration Assistants and Para Planners. For exceptional individuals there are opportunities to be put through a training programme and a time table of professional qualifications to become an adviser.

JOB OPPORTUNITIES