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Need a job? These five advisers could help you out...

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by Declan Clancy on Jan 31, 2013 at 15:00

Whether you are an administator or an adviser, if you are looking for a new job, scroll through this gallery. Your new life is just a couple of clicks away!

Looking for a new job?

If you are an expanding firm looking to recruit or acquire, or are someone looking for a new challenge elsewhere, check out our regular job galleries.

Get in touch with Declan Clancy at dclancy@citywire.co.uk, or tweet @DeclanClancyCW if you would like to add a position.

Scroll through to the next page to see the latest jobs near you.

David Williams - Jones Sheridan Financial Consulting

Position available: IFA

Qualifications required? QCF level four

Employed/self-employed? Employed

Why is your firm different?

Having grown organically from outset 30 years ago, the firm has more recently enjoyed a string of business acquisitions taking on assets in the region of £100 million over the past 12 months.

What is your plan for 2013 – how does this hire/acquisition tie into your plans?

We've experienced a period of sustained growth over the last year with the purchase of five new businesses and inevitably it was only a matter of time before we needed to recruit again. This is an exciting opportunity for someone to be part of a business intent on further growth this year. We pride ourselves on supporting our staff internally, whilst ensuring we maintain the same level of excellent service we have delivered for the past 30 years.

Paul Pelopida and Christian Roche - Portfolio Financial

Position available
Administration assistant, based at our Pontypool office.

Qualifications required?
Preferably studying at certificate level with one of the recognised accredited bodies. Minimum of two years financial services experience in an administration role.

Assets required?
Full time, employed position on offer

Why is your firm different?

As a forward thinking and innovative firm we have been operating a fee-based model for over three years, supported by a robust centralised investment process, and using model portfolios. Client relationships are strong with a loyal and expanding client base, all of whom enjoy the benefits of an established retail distribution review compliant client proposition.

What is your plan for 2013 – how does this hire/acquisition tie into your plans? We anticipate acquisition of IFA firms/client banks in 2013, which will require additional adviser resource, but see the role advertised as being integral to enhancing the existing infrastucture to support the advice process.

Nick Holdcroft - Horlock Holdcroft

Positions available


Qualifications required?

Diploma level with statement of professional standing held or imminent.

Assets required?

Transferable client bank or ability to generate own business. Some potential for internal referrals.



Why is your firm different?

The core principle of the firm is to provide fully independent, trustworthy advice with a personal touch and we strive to implement systems, processes and support for our advisers to enable them to provide a high level of customer service.

We believe in a holistic approach to financial advice, but offer this to our clients via a team of experts and specialists in different areas, to ensure that they are truly getting the best advice possible, whilst taking their full financial plans and goals into account.

What is your plan for 2013 – how does this hire/acquisition tie into your plans?

We have spent the last two years working to build up our reputation in the local area, and building a good working relationship with local firms. We have found this to be greatly beneficial to us, and our clients and would like to continue to build our marketing plan in this area, but put simply, we need more advisers to look after the clients and business generated effectively, without impacting on the level of service our clients receive.

Gary Clayton - Sable

Position/s available

Depends on the person applying. We work with (young) South African, Australian and New Zealand nationals in Britain who are here for employment in the financial industry mainly. We are looking for either a financial adviser or someone with a strong investment background (IMC qualified) who is looking to work with this profile of client.

Qualifications required?

Varied, depends on what position you feel you can fill.

Assets required?

We would preferably have someone who could bring a small book of clients with them, but this is not essential. It is far more important for their profile to fit with the firm.



Why is your firm different?

A large number of our clients are young professionals with smaller asset sizes, so don’t fit traditional IFA client mould. We believe we have a unique offering to them. This does sometimes come with a large investment of time from our side but it has built trust over the years with our clients, which helps with referrals.

What is your plan for 2013 – how does this hire/acquisition tie into your plans?

As an IFA firm we are part of a broader group that provides accounting, tax, immigration and foreign exchange services and has offices in South Africa, Australia and Mauritius. We service clients from within the group and have numerous professional connections, including with firms in South Africa. Our relationships in this space continue to grow and we would like two or three more advisers in this space over the coming 18 months.

Nicola Downs - Trentham Invest

Position available

Pension technical analyst

Qualifications required?

FPC, G60, J04, J05, AF3 (desirable), AFPC, diploma.


Employed. Totally with the programme!

Why is your firm different?

There are circa 100 clients for someone to look after with £150,000 renewal, plus top-ups.

I'm looking for someone dedicated to the profession, who has a passion for customer service, a commitment to keeping promises, and believes in me.

What is your plan for 2013 – how does this hire/acquisition tie into your plans?

We want to grow the revenue by a further 30%, and I want to focus more time on the firm's top 20 clients. I want to delegate the nurturing and managing of 100 clients to this new hire. This in turn will allow me to build on our reputation as a pension specialist. Also I would like to gain ISO2222 accreditation.

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