Are you close to achieving your Diploma and feeling ready for more?
Not just more responsibility, but more involvement, more influence, and a genuine opportunity to grow?
This is a rare chance to join a truly supportive, people-first financial planning firm where your development is taken seriously and your voice actually matters.
Why this role stands out
This isn’t a “stay in your lane” kind of environment.
You’ll be part of a collaborative pod, working closely with experienced Advisers who will invest in you, involve you, and help you progress. You’ll be encouraged to ask questions, share ideas, and contribute to how the business evolves—something that’s genuinely rare at this level.
If you’re looking for somewhere you can learn, grow, and be heard, you’ll feel at home here.
What you’ll be doing
You’ll play a key role in delivering thoughtful, high-quality financial planning:
* Supporting Advisers in shaping client strategies
* Carrying out research, analysis, and cashflow modelling
* Preparing suitability reports and recommendations
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