Financial Planner / Paraplanner

We’re looking for a talented paraplanner to join our Financial Planning Hub. The Financial Planning Hub is a fantastic opportunity for a career paraplanner to champion and provide high-quality technical expertise and financial planning support.  Responsibilities Within the Financial Planning Hub, you will collaborate with a variety of Client Managers, working together to build and […]

Finance Apprentice – Tax

We introduced our first Apprentice role in 2020 and we’re excited to be expanding our intake with a new opportunity to join our Tax team in Bristol. We are an award-winning fee-based financial planning company, however we’re a bit different from our competitors… we’re B-Corp certified, employee owned, and to us, money matters, but life […]