Client support
Our client support helps our financial planners provide first-class advice to clients across the UK
Supporting clients’ financial futures
Our financial planners need the support of skilled administrators to help them deliver the face-to-face financial advice that our clients need.
Do you have 4 GCSEs at Grade C or better (must include Maths and English), or NVQ Level 1 or equivalent?
Do you possess exceptional communication and interpersonal skills?
Can you work well on your own or as part of a team?
Are you able to work to tight deadlines with attention to detail?
If so, we’d love to hear from you and help you build your confidence and career in our client support team.
Our Beliefs
We exist to help create prosperity and financial freedom for the generations of today and tomorrow. However modest or ambitious our clients’ financial goals are, we believe the best way to achieve them is by taking financial advice.
We also believe:
That financial advice is not about selling products, but is about helping our clients put a plan in place to achieve their aspirations
That better choice does not mean more choice
That expert investment solutions should be simply packaged
That award-winning service and measurable outcomes for clients should always offer good value
That a company’s value goes beyond making a profit
Our Values
Our three core values continually drive us in the way we behave with our customers, partners and each other.
Pioneering
Leading change and driving growth from the front, positively challenging industry convention to create new and rewarding opportunities for our customers and ourselves.
Dependable
Bringing our expertise, care and judgement to guide us and our customers through complex and challenging times, determined to take people to a better place in their financial future.
Stronger together
Using our diversity and our relationships – learning from each other – to create one business with better opportunities for our people and better outcomes for our customers.