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Time to change? Five firms on the hunt for IFAs and paraplanners

Need a job? You've come to the right place. Click through here for a list of the firms looking for someone just like you.

Gaynor Booth - Equilibrium


Position/s available

One client manager (paraplanner) position.

Qualifications required?

Chartered or almost chartered.



Why is your firm different?

The client manager has a significant role in the client relationship, attending all the meeting and being the first point of contact for any queries. There is signification autonomy within the role as we expect a high level of initiative and contribution. Our belief for both our clients and team is that life is to be enjoyed and that’s why we offer 33 days holiday, so that staff can have the time do other things in their life that are important. We know the success of our business is dependent on everyone working hard towards the same goal. Our success is shared by having an annual team bonus.

What is your plan for 2013?

We are halfway through our financial year and have already won £30 million in new assets which is 75% of our target. A total of 13 of those new clients have over £500,000, seven of which have over £1 million. Due to the large portfolio size and complexity of our new clients the support team is almost at capacity. We are confident in our continued win rate and therefore need to start training someone up.

Mike Dawes - Carter Dawes


Positions available? IFA positions throughout Devon and in the Essex/Suffolk border.

Qualifications required? QCA level four.

Assets required? We would clearly prefer that you have your own clients or introducers, but this is absolutely not essential. It is far more important that you share our own moral and ethical views on how clients are treated and advised.

Employed/self-employed? Self-employed.

Why is your firm different? We have built our firm over the last 10 years from the ground upwards to a position of two offices and 14 registered individuals (RIs). We believe that for any partnership to work all parties (the firm and its associates) should mutually benefit from each other. To that end we pay a lifetime renewal income in retirement (to associate or surviving spouse) to all retiring associates as well as taking full risk, responsibility and liability for all of our associates advice.

What are your plans for 2013?

We are planning to take our firm to 20 RIs before the end of 2013 and 25 RIs before the end of 2014. At this point we will deliberately stop growing, care for and improve the team we have put together. The reason for this is because we simply do not want to become a corporation and be 'enslaved' to compliance and training departments. We have been there, and our world is better!

Keith Meredith, Archway Financial Services

Position available: IFAs.

Qualifications required? Diploma with statement of professional standing.

Assets required? Transferrable client bank or ability to generate own business.

Employed/self-employed? Self-employed.

Why is your firm different? We are a family-run business based on a leafy business park in Ringwood, Hampshire. Our philosophy is to put the client first, and we would want anyone who joins us to have the same attitude. The right IFA will want to help us build up the business and, at some point in the future, own a share in it. Their opinion counts, and it’s a fantastic opportunity for someone to have their say in how a business is run. We have stayed independent post-retail distribution review (RDR).

What is your plan for 2013? Having moved into larger offices last year, specifically with the plan to take on more advisers, we would like to make that happen as soon as possible. The idea is to expand all aspects of financial advice – investments, pensions, corporate, mortgages, protection - and to ensure we continue to offer excellent service and value to all clients.

Stephen Cainer – Wealthcare Ltd


Position available:


Qualifications required?

Diploma qualified (or close to).


Employed. The individual we would very much like to welcome must be a team player, be interested in developing skills across all financial planning areas and have a sense of humour.

Why is your firm different?

Wealthcare is a multi-disciplinary practice, specialising in several areas including employee benefits, goals-based investment solutions, Private Medical Insurance and mortgage and corporate funding. We have been fee-based for several years and are excited about the potential RDR brings.

Our experienced team of staff delivers a high level service to quality clients.

We concentrate on providing every employee with support and training and the opportunity to develop both personally and professionally.

What is your plan for 2013?

We have developed a wide range of professional connections and continue to expand our joint venture base.

We are keen to add to both our team of experienced advisers and admin team to help us service our professional connections effectively without impacting upon service levels.

Andrew Singleton - Map Finances


Position available: IFA.

Qualifications required? Diploma.

Assets required? None.

Employed/self-employed? Self-employed.

Why is your firm different?

We believe we are different due to the way we handle clients investments, savings and pensions. What we concentrate on is the whole service from first visit to after sales and planning throughout, thus ensuring the client's financial future is mapped out. We only recommend funds which match a person's attitude to risk. We monitor funds quarterly and monthly, to ensure clients' policies are as they wanted them but in the best-performing funds we can use for them, using our own fund list which is not controlled by a network.

In 2013, we are looking to grow as a business and are also aiming to help our advisers do likewise. Our bespoke systems and administration team allow advisers to be more sales-focused, and require them to do less administration themselves, which helps this to happen. By continuing to improve as a company, we hope to make the job for those authorised under us easier. This year we are also looking to spread out more geographically so as to have a better national coverage, and are happy to recruit anyone throughout the UK with experience and a good pedigree.