Financial Planner – Could this be your new career?
From a technical and regulatory viewpoint, we are Independent Financial Advisers. However, we operate completely differently from traditional financial advice firms because we do not focus solely on selling financial products. Instead, we use our PlanHappy life coaching service to help people plan their life and retirement and enable them to enjoy their desired lifestyle free from worry.
We operate from The Planning Rooms at Preston Farm, Stockton on Tees and serve clients throughout Teesside and Darlington. We have a growing team of 25 people and over £80m of clients’ investment funds under our management.
We tend to recruit from outside the Financial Services Industry so that our people aren’t ingrained with the ‘normal’ way of selling financial products, as we do things so differently here.
Instead, we focus on people who can bring the nous and experience to be a great coach and we train them in the technical aspects of financial advice.
We're looking for people who match the following:
We appreciate this may be a big decision, especially if you are going to change career, so the first stage will be a series of information workshops at our offices – The Planning Rooms.
We’ll tell you more about the company, how we operate and what the Financial Planner role involves.