Are you a talented and ambitious individual with experience of providing financial advice with the relevant professional qualifications to support your career?  

If so, we should be discussing your next big step forward in your career with a role in our Company.

We have a history of making sure our staff achieve their fullest potential in friendly and professional environment.  We know that  our clients benefit from the way we treat our staff too.

We currently have vacancies in the following positions:


Independent Financial Adviser

If you are already an independent financial adviser or an exceptional restricted financial adviser who has achieved the Level 4 Diploma qualification as a minimum and are able to demonstrate that you have experience of providing regulated financial advice and have had a professional and successful career to date then we would like to hear from you.

Ideally, you should also have specific experience of advising on pensions and investments and a thorough understanding of general financial planning principles.

Full administrative support is provided by our experienced back office team along with a supervisory programme to support your continuing professional and career development. In addition you will have access to the full suite of market leading research, analysis and financial planning software to help you deliver the highest quality advice and customer service.

This position would suit someone who is ready to take their existing skills and professionalism and apply them to a demanding but rewarding role, working amongst a team of likeminded individuals, and to work towards reaching the pinnacle of your career.


Apprentice Financial Administrator

This is a great opportunity to join a financial services company to help learn about providing administrative support to our customer services team.

Your duties will include answering and dealing with incoming telephone calls, making calls/requests to and dealing with pension, investment, insurance and mortgage companies. In addition you will be required to provide administrative support to our indpendent finanacial advisers and mortgage brokers.  Other duties are general office functions such as filing, postal duties and maintaining/ordering office stationary.

Desired skills:

Computer literate
Well organised
Good communication skills – written and verbal

Personal qualities:

Well motivated
Attention to detail

Qualifications required:

GCSE A-C English, Maths and ITC or equivalent grades

Upon successful completion of your apprenticeship you will be awarded an NVQ Level 2 in Business Administration with the prospect of being offered a full time permanent position at the firm.


If you are considering a move to one of the UK's premier financial firms who specialise in the areas of financial planning, wealth management and mortgage advice please contact us in confidence with your up to date CV in writing to our Leamington Spa office or via email to This email address is being protected from spambots. You need JavaScript enabled to view it. or call us on 0845 0179 578.