Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

We’re hiring: Client Services Administrator

Job Title: Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £23,000 – £28,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the role… Read More

Trainee Paraplanner / Paraplanning Assistant

Trainee Paraplanner / Paraplanning Assistant Location: Olney, Milton Keynes Salary: £22,000 – £30,000, dependent on experience Job Type: Full Time, Permanent About the Company: We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised… Read More