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

An opportunity has arisen for an exceptional and experienced financial adviser to join a fantastic firm of Independent Financial Advisers and Wealth Managers in Royal Leamington Spa. The firm was established in 2004 and specialises in providing holistic pre and post retirement planning advice.

The role is an employed position and predominantly office based although some client meetings will require local travel.

Your duties will include the comprehensive annual review of existing active clients along with providing advice to clients new to the business.

Administrative support and paraplanning support is provided to ensure that you are able to concentrate your time in the areas where your skills are best used. Additionally, the firm uses a full suite of market leading technology to help aid the very best outcomes for you and the client.

The firm has a passion for personal development of all it's staff and to help you reach the pinnacle in your career whilst thriving in a professional and friendly environment. A basic salary is payable between £45,000 and £50,000 dependent upon your qualifications and experience along with an uncapped bonus scheme and pension scheme membership.

In order to be considered for this exciting role you must be an experienced financial adviser who has achieved the Level 4 Diploma qualification as a minimum and working towards or have already achieved Chartered Status. Additionally, you will have achieved Competent Status as an adviser in your current position.

You should also have experience and knowledge of advising on all pension schemes and a thorough understanding of general financial planning principles.

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 0800 6342 111.