Overview

Just because you’re happy doesn’t mean you can’t be happier. This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times). They focus on collaboration and practical work-life balance, with a belief that a relaxed worker is a more productive one.

To get this accolade they do things a bit differently. You’ll sit together with the firm’s client managers in partnership to achieve the best client outcomes. The mindset is that you don’t have lunch at your desk and you don’t take work emails home with you. You work hard when you are there, but you’re treated as a grown up who needs time to think to be good at your job.

This focus includes 33 days holiday (increasing to 38 days with service) and an annual pay review with a bonus scheme. There are also benefits that support work-life balance and financial security, including:

• Hybrid working
• Flexible hours
• Death in Service
• Pension
• Income Protection

Responsibilities

In this role you’ll work on a small team in conjunction with the wider client management team. You’ll review, analyse and provide feedback on client files, making recommendations as required. The planners at this firm are Chartered and work with very wealthy clients (£1m+), so the work will be challenging, interesting and rewarding.

Qualifications

You'll be level 4 qualified and have some file review experience. The company are relaxed about how much—core skills matter, but character is more important than time served.

How to apply

Ready to be happier? Click apply.

If you don’t have a CV, don’t worry—just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.