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Financial planners

We give first-class advice to clients across the UK whose goal is financial security and peace of mind. We are part of Intrinsic, the largest financial advice network in the UK which is owned by Old Mutual Wealth.

Our financial planners secure our clients’ financial futures by building long-term relationships and offering trusted face-to-face advice.

Established financial planners

We only recruit people who want to be part of the UK’s leading private client financial advice business. If you are an experienced financial planner, and qualified to at least Level 4 with AF3 Pensions or equivalent, we want to hear from you.

We can support you in growing your business by offering a route to delivering advice without the heavy administrative burden. Our top-performing financial planners enjoy:

  • industry-leading levels of support
  • access to our high-net-worth clients
  • opportunities to develop their careers through our leadership and management programmes
  • comprehensive skills and performance-improvement training plans.

Aspiring financial planners

We are always looking for tomorrow’s financial planners. Our innovative Financial Adviser School teaches the technical knowledge and skills that aspiring financial planners need to gain their professional qualifications from the London Institute of Banking and Finance. Students also learn to develop the interpersonal and business skills that, when combined with the technical knowledge, form the foundations of a successful financial planner.

On graduating from Financial Adviser School, most students become trainee financial planners in a financial planning firm. The learning they have acquired at Financial Adviser School means they already have much of the skill set needed to achieve the requisite Competent Adviser Status.

If you see your future in financial planning, we want to hear from you.

Our values

We only look for people who can demonstrate behaviour in line with our three key values:

Pioneering  Dependable  Stronger together 

Break new ground
New opportunities
Question – be curious
Do the right thing

Use expertise
Deliver on promises
Persevere
Focus
Care

Collaborate
Learn from experience
Open and transparent
Embrace diverse thinking

 

If you think you have what we’re looking for, apply here.