Our Paraplanners support our Financial Planners providing first-class advice to clients across the UK.

How you support clients’ financial futures

Our financial planners can only succeed with the in-depth technical support and analysis provided by a skilled paraplanner.

We have vacancies for experienced paraplanners who can demonstrate the following:

Good knowledge of systems and processes that support our business. These include: XPLAN, Defaqto, platforms and other systems.

An in-depth knowledge of the products and services we use to meet our clients’ needs.


Excellent report writing and presentation skills.


Diploma qualified (or working towards qualification).

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.


Leading change and driving growth from the front, positively challenging industry convention to create new and rewarding opportunities for our customers and ourselves.


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.

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