Specialist Financial Advisers

We’re successful when our Specialist Financial Advisers are successful. So when you join us, we won’t just hire you - we’ll invest in you as well.

Current Vacancies

Wherever you’re up to in your career when you join us, we’ll enrich your skills with a tailored induction programme, residential training academy and ongoing support.

The best use of your time

We want all our Specialist Financial Advisers to spend their time doing what they do best: meeting clients and providing expert advice. That’s where our Support Relationship Centre comes in. Not only do they take the pressure off the administrative side of things - they also help you build a loyal and valuable client base, alongside our full service marketing team and innovative point of sale technology.

The Support Relationship Centre:

  • Appointment booking
  • Help with client acquisition
  • Technical support for complex cases

No two days are the same. The variety of the role really keeps things fresh.

Gemma Jordan Specialist Financial Adviser

Autonomy and flexibility

Our unique business model and proposition means that, as a Specialist Financial Adviser, you’ll be offering tailored products that have been manufactured specifically for our chosen markets.

Specialist Financial Advisers develop a specialist knowledge of a specific market, with the right clients to match.

This isn’t a 9-5, office-based role. You’ll have the autonomy to run your days, weeks and months as you see fit and build a strategy and schedule that works for you. This flexibility ensures that you’re available to meet customers at times that suit them.

I like the fact we have flexible working hours. My clients are busy professionals and having that flexibility means we can provide solutions and bring relevant income into the society at a time when our clients are available.

Ian Biddle Specialist Financial Adviser

Benefits in full

  • A very competitive range of pay scales with attractive OTE
  • Quarterly and annual bonus schemes
  • 25 days’ holiday (plus Bank Holidays)
  • Company car allowance
  • Generous pension scheme (up to 10% employer-matched contributions)
  • Flexible benefits scheme
  • Training support
  • Annual pay increase
  • Refer a friend scheme - earn cash when you successfully introduce a new employee

Current Vacancies


To be considered for our Specialist Financial Adviser vacancies you must be QCF Level 4 qualified and have a strong commercial background.