Are you looking for a new career in Financial Services in Teesside?

What’s on offer for successful candidates?

• A real chance to start a new professional career in financial services.
• Comprehensive training in our Academy, including recognised qualifications (Diploma in Financial Planning)
• Attractive salary package and employee benefits.
• Unique earn-while-you-learn opportunity.
• The chance to work for one of the fastest-growing businesses in the North East (Ward Hadaway Fastest 50 North East 2023)

So, if you’re local to Teesside and ready to make your mark on the world of financial services, register for a Discovery Session today.

Use the button below to register for one of our Discovery Sessions to learn more about what we do and how you can be part of it!

Our story

We are Financial Advisers, Financial Planners and Investment Managers – but with a twist…

Most other Financial Advisory and Investment Management firms focus on recommending and arranging investments.

There’s nothing wrong with that. But…..in order to get people to invest with them, they tend to ‘sell’ their services on one of two promises…

1. We’ll make your money grow faster.
2. We’ll charge you less.

Some even claim to do both.

The problem with number 1 is that no one can guarantee that.

Markets go up. Markets go down.

You can’t control them or foresee them – no matter what you wish, or what anyone tells you.

The problem with the 2nd promise is……..as John Ruskin famously said….. “There is hardly anything in the world that cannot be made a little worse and sold a little cheaper, and those who consider price alone are that person’s lawful prey.”

We don’t make either of those promises. In fact we Tell it like it is.

1. We can’t always guarantee your investments will go up.
2. There are cheaper options out there.

Our real value is in managing investors’ emotions.

Stopping clients making unhelpful, knee-jerk financial and investment decisions out of fear and worry.

Managing the investor pays far more dividends than any investment management can ever do (even though we’re pretty good at that as well).

And as for price? Who wants the sole aim of their career to be that you were cheaper than the next person?

Probably not the inspiring story you want to be telling your Grandchildren one day?

Better to be able to say that you offered a fantastic feel-good service that helped clients live the lives they wanted to live without fear. That no matter what was happening in the world around them, you helped your client always know that everything was going to be OK.

You might be wondering why we’re telling you this in a recruitment campaign?

You might also be wondering why we’re offering to train someone like you from scratch, rather than recruiting somebody already experienced?

Well, the answer is mutually inclusive.

It’s easier for us to train someone in the right way (ours) from the beginning than try to reprogram someone who has been doing it the ‘wrong’ way.

So what is the right way?