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Helping build the greatest place to work in the UK Proud to be a B Corp
Company Description
As a Certified B Corporation, Furnley House is committed to doing things properly with a diligent approach to creating, protecting, and preserving wealth. Based on comprehensive financial planning, the company offers expertise in wealth management, retirement planning, mortgages, and a variety of other financial services. We are proud to have helped thousands of clients work towards their financial goals and continue to provide personalised guidance to meet diverse financial needs.
Mission of the Role
To build trusted, long-term relationships with clients by delivering a consistently high standard of service, supporting the advice process, and ensuring proactive, personalised care. The role is central to client retention, operational excellence, and delivering seamless end-to-end journeys—partnering with Advisers, Paraplanners, and Operations to exceed client expectations at every touchpoint.
Values
1. Vision - Understands the full client journey and works to improve their experience, loyalty, and outcomes.
2. Courage - Takes initiative, raises client issues early, and confidently supports change when needed.
3. Passion - Energised by helping clients and colleagues succeed, and takes pride in delivering outstanding service.
4. Community - Builds strong internal and external relationships and works inclusively with all departments.
5. Fun - Brings positivity, energy, and warmth to client interactions and team culture.
Qualifications
* Level 4 Financial Services qualification (or working towards) preferred
* Minimum 3 years experience in client-facing roles within financial services
* Strong understanding of the financial planning process and client documentation requirements.
* Excellent written and verbal communication skills; confident managing complex client interactions.
* Proven track record of delivering exceptional service and maintaining strong client relationships.
Salary: Up to £35,000
Furnley House and Superbia are committed to recruiting and retaining a diverse workforce, and we look for candidates who have a high level of demonstrated comfort with cultural competency.
People of BAME, people with disabilities, veterans, women, and lesbian, gay, bisexual, and transgender people are encouraged to apply.
All applicants will be considered without regard to race, colour, national origin, religion, sexual orientation, sex, marital or parental status, disability, gender identity or expression, age, or any other basis prohibited by law.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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