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Want to work with us?

We currently have the following vacancy:

Apprentice Financial Adviser

We are seeking a determined and talented individual who wants to build a successful career in financial advice.

Unlike most adviser firms we don’t want salespeople. The very reason we are unlike most other advisers means we receive ample enquiries. Our challenge is ensuring we continue providing the best advice and service to our clients as our business grows.

Our key requirement is the right attitude – that’s something we can’t teach. You’ll need to be a bright, accurate, trustworthy, professional, hardworking and positive person who believes in ‘doing the right thing’. A good head for figures and the ability to write clearly are also vital.

In return you’ll work in a fun, entrepreneurial environment with exceptional potential to develop your career as our business grows. We would expect the right candidate to achieve full adviser status within three years with the opportunity to take on a senior management role over time.

The role is based at our office near Princes Risborough in Buckinghamshire, although there may be scope to transfer to our office in Bath, Somerset at a later point.

To apply please email your CV and a covering note to Your covering note should clearly explain in no more than 150 words why you would be ideal for the role.