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Apply here: five firms on the hunt for a new adviser

Want a new job for the New Year? Or perhaps you'd like to offer someone the opportunity to work for you? Either way you've come to the right place.

Hello, is it you they're looking for?

Congratulations, you've reached our latest jobs forum. This is the place to be for those seeking to get hired, or those who want new staff. Get in touch with Declan Clancy at, or tweet @DeclanClancyCW if you would like to add a position/get a job. Do also scroll through to the next page to have a gander at the latest opportunities near you.

Andrew Goodwin - Truly Independent

Position/s available

We are looking for self-employed financial advisers who are dedicated to providing truly independent financial advice in the classic areas of pension, investment, protection and possibly mortgages. We are an expanding company and need advisers in all major cities/regions of the UK.

Qualifications required?

Level four qualifications achieved, however we do seek advisers with higher additional qualifications in certain areas. Higher qualifications may attract higher rewards and other company involvement.

Assets required?

Your clients will be ring-fenced and are your business, hence you will need to be able to source and prospect your own clients. Most of our advisers are involved in other areas of the company such as paraplanning and mentoring.


Our self-employed advisers pay no fees and our support is paid for on a pay as you go proposition. We support advisers in their everyday activities by making their business more efficient and hence release them to maximise their prospecting time. This way, the rewards are greater.

Why is your firm different?

We believe an IFA can only claim to be truly independent when they are 100% free from influential controls by product providers in areas or funding, ownership, high commissions and corporate hospitality. Truly Independent Limited is committed to maintain the ethos of providing accessible independent financial advice without being adversely governed or influenced by others. Only our regulators will bind us. Only then can clients be certain of the surety of impartiality.

What is your plan for 2013? How does this hire tie into your plans?

Our corporate strategy is to expand to 50 advisers by 2015. These advisers will be ideally spread throughout the UK making Truly Independent accessible to everyone. This will be backed by targeted marketing to find new clients. In part, this UK coverage is supported by our Find a Truly Adviser client resource on our website due to launch in January.

Mark Rogers - Clay Rogers

There are two positions available at Clay Rogers...

Position available: Professional financial planner

Qualifications required? Certified financial planner or equivalent or diploma in financial planning or equivalent.

The candidate should also possess an excellent understanding of compliance in the modern and ever-changing world of financial services.

Employed/self-employed? Employed

Why is your firm different? Clay Rogers is a fee-based financial planning advisory business. Our role is to help clients achieve lifetime goals through financial focus, prudent organisation and intelligent discipline.

We take a consultative, personal, one-to-one approach in order to gather as much information as we can to identify each client's precise aims and ambitions. Every aspect of our financial planning is individually tailored to meet jointly-agreed objectives both now and in the future.

What is your plan for 2012? How does this hire/acquisition tie into your plans?

Clay Rogers aim is to grow bigger and stronger throughout 2012 and beyond. Our commitment and high standard of service that we offer our clients is reflected in our insistence on hiring the registered individuals that we feel offer a high level of commitment, dedication and excellence in all that they do.

Second position available: Senior paraplanner/paraplanner

Qualifications required? Certified financial planner or equivalent or diploma in financial planning or equivalent.

Employed/self-employed? Employed

Julie Wilson - Pen Life

Position/s available: IFA, employed or self-employed.

Qualifications required? At least diploma, preferably chartered. We’ll help with gaining chartered if required.

Assets required? Transferable client bank (preferable) or ability to generate own business. Good contacts/introducers.

Employed/self-employed? Either

Why is your firm different? First Yorkshire firm to be both chartered and ISO 22222 accredited, RDR compliant for two years and well respected by professional connections. Progressive and forward thinking and 25 years standing.

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

We have a compelling proposition, robust systems and processes and are pretty much poised to take over the world!

Phil Wort - CDG Financial Services

Position/s available: Financial adviser/IFA

Location: Nottingham

Qualifications required? Minimum level four and statement of professional standing.

Assets required? Opportunities available for successful advisers with and without clients and assets under advice.

Employed/self-employed? Both employed and self-employed opportunities.

Why is your firm different? CDG has embarked on a plan to become the leading East Midlands adviser and our route to market is via professional connections and strategic partnerships. We will help advisers grow via the support offered by our business development director whose sole purpose is to support and grow the current and new advisers.

What is your plan for 2013? How does this hire tie into your plans? Having moved into prestigious offices near to the city centre we are looking to recruit up to four new advisers by 2013 and develop further our network of professional introducers and broaden the reach of our seminar programme.The new hires will help deliver our vision.

The Penny Group

(Shown top L-R) Nick Paling and Graeme Morrissey. (Shown bottom L-R) Royden Greaves and Adam Roberts.

Position/s available: Experienced financial adviser/wealth planner

Qualifications required? Diploma with statement of professional standing held or imminent.

Assets required? Never unwelcome, but not essential.

Employed/self-employed? Self-employed

Why is your firm different? We believe financial planning is less about money and more about people, life and what they want to get out of it. We also believe that the process should be a collaborative one and even, dare we say, enjoyable.

What is your plan for 2013? How does this hire/acquisition tie into your plans? We are well on the way to being retail distribution review (RDR) ready and already have clients under management on our platforms. As one of the top performing companies in the Openwork network we work in a multi-tied fully supported environment and are now ready to open our doors, for the first time, to non-partner members, giving people a rare opportunity to join our successful and energetic group. We have a full complement of paraplanning, administrative and IT support available at our centrally located office in London.