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Adviser jobs: Six firms on the lookout for new talent

Need a new challenge? Still feeling those winter blues? Well this list of hiring firms could be just the ticket.

Hello, is it us you're looking for?

Need a new challenge? Still feeling those winter blues? Well this list of hiring firms could be just the ticket.

Scroll through the gallery to find the perfect job for you and get in touch with Declan Clancy if you want to know more.

Is your firm hiring? You should also let Declan know. Why not Tweet him @DeclanClancyCW

Good luck!

Jaskarn Pawar, Investor Profile, Northampton

Position available

Financial planner.

Qualifications required?

Certified financial planner.

Assets required?

Yes. Looking for someone who may want to merge under the Investor Profile brand and therefore bring their existing clients with them. However, new clients and leads will also be provided.



Why is your firm different?

Low-cost, fixed fee financial planning advice done in a very simple way. The idea is that it is appealing to more people than just the high-net-worth market, which is different to where most financial planners are heading.

What is your plan for 2013?

The plan is to continue to grow and develop the business, and provide a great service to more people. Taking on an adviser would help accelerate this process.

Gianpaolo Mantini, Higgins Fairbairn Advisory, London

Positions available

Paraplanner/trainee IFA/junior IFA.

Qualifications required?

Minimum level four, but expected to move to chartered with support.

Assets required?

Not necessarily.


Employed but with option to become an equity partner in the future.

Why is your firm different?

We are a small business that hived off from an accountancy firm. We have subsequently entered into a joint venture with a law firm. As such, the majority of clients come from these established professional connections. Due to these relationships we have been following a retail distribution review (RDR) model since 2005. We are a firm believer in investing in people and will fully support and encourage personal development. We like to keep things simple concentrating on the longer term strategy and outsourcing to other professionals as client needs dictate. We believe that the relationship and focusing on client needs is the most important aspect of the role.

What is your plan for 2013?

To expand the general capacity of the business both from an advisory and back-office function to help cater for the business generated following the establishment of a joint venture with a legal firm in 2012. We would like an additional adviser to help service existing clients and deal with new referrals. We are also looking towards the longer term opportunities presented by auto-enrolment and employee benefits in general. Both the accountancy firm and legal practice have long standing relationships with many businesses so this may be an area that we move into more.

Chris Firminger, Holyoakes Group, Worcestershire

Position/s available: self-employed IFA/appointed representatives.

Qualifications required? At least level four with statement of professional standing.

Assets required? Own client bank.

Employed/self-employed? Self-employed.

Why is your firm different? We are a forward thinking organisation with a strong belief in putting people first and operate in a fashion that suits us all. We have simplified systems, no legacy issues and operating on fixed fee no retention proposition that includes Financial Services Authority fees, professional indemnity insurance as well as Financial Services Compensation Scheme costs, own retention basis is available.

What is your plan for 2013? We continue to look for dedicated individuals and small firms who want to join a forward thinking business that is committed to provide a bespoke approach to advisers and appointed representatives in a cost effective environment. We will achieve this with a slow and controlled expansion.

Chris Budd, Ovation Finance, Bristol

Position available: Senior financial planner.

Qualifications required? Preferably chartered status, or working towards.

Assets required? Not essential.

Employed/self-employed? Employed.

Why is your firm different? We have been fee based, logging time, since inception. Working within the principles of the RDR and Treating Customers Fairly initiative for 15 years.

What is your plan for 2013? A key appointment to work with our existing clients and contacts, to help grow the practice.

Stephen Baxter, Robertson Baxter, Huddersfield

Position available

Financial administrator.

Qualifications required?

Studying or achieved certificate level.

Assets required?

One or two years’ experience, ability to work within a small growing team, to take ownership and be accountable for their work, fun and friendly but committed.


Full time, employed.

Why is your firm different?

RDR is the FSA’s attempt to bring firms up to the standard that we have been at since establishing in 2007. We genuinely only look after high-net -worth individuals on a fee based model and have recently passed £100 million funds under management. Our staff tell us that they wouldn’t want to work anywhere else and we have a simple culture – how would we want to be looked after if we were a client?

What is your plan for 2013? To continue to grow the business by providing the clients of professional firms in Yorkshire the very best advice and levels of service. Increasing our back office support staff to ensure that we can continue to deliver.

Craig Palfrey, Penguin Wealth

Position/s available Paraplanner/technical administrator. We are looking for someone with a reasonable degree of experience who can support and in the main do the same types of work as our existing senior paraplanner.

Qualifications required? Preferably CF1-6 qualified or equivalent.

Assets required? Hardworking, quick learning, pride in work and attention to detail. Looking for a career not a job.

Employed/self-employed? Employed.

Why is your firm different? Genuine financial planning firm. Young and vibrant office/ culture. First firm in Wales to be accredited by the Institute of Financial Planning.

What is your plan for 2013? We have had and employee leave for a complete career change. This has created an opportunity for a skilled and ambitious paraplanner to join what we envisage as the ‘go to’ firm in South Wales for professional financial planning. We are an expanding team and have recently taken on two new individuals in the last three months (one adviser and an office manager). We are therefore a growing business in what is deemed a shrinking market!