We are looking for an Executive Assistant to work directly with our Managing Partner to support her with the logistics of running a successful business, personal schedule and various projects. This is a pivotal role that requires an individual who is extremely organised, competent, professional and diligent.

We are now looking to appoint an experienced communicator to develop our client base. This is a newly created part time position that requires someone to take our existing database of prospects and reach out to them in order to move them through our prospect journey.

We are looking to appoint a Head of Marketing to develop our brand, including how we interact with our existing clients and make a wider audience aware of our purpose. Ensuring that we have the right plans in place to meet our growth and retention targets, through the outstanding leadership and development of the 4 marketeers in the team.

We require an experienced Client Manager (Paraplanner) to join our fast paced, friendly and supportive team. Client Managers are often the first point of contact for our clients and so we require individuals who are great communicators as well as being experts in the field of wealth management.

We believe we offer a slightly different role to a traditional paraplanner. Within the role you will support our Financial Planners whilst having day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client, whilst providing support and planning for key areas of the planning process.