Financial Planner – Could this be your new career?

  • Are you looking for a new professional career?
  • Do you want to do something that you can genuinely love and be proud of?
  • Do you want to become qualified in an industry that could take you far?
  • Can you identify with the life issues faced by the current generation of North Easterners approaching retirement?

About Us

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.

The Opportunity

We're looking for people who match the following:

  • Have a calm and trustworthy aura
  • Are personable and likeable
  • Can read people and challenge them on their limiting beliefs
  • Have had experience of 'life' and can empathise
  • Can explain technical information simply and clearly and with confidence
  • Prefers the sound of other people's voices to their own
  • Can listen, diagnose and coach
  • Who can sell our service by offering trust and comfort in it
  • Has a head for numbers and people
  • Are a really nice person
  • Can study for and pass the Level 4 qualification 'Diploma in Regulated Financial Planning'

For more information take a look at our Careers page.

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.

Register your interest

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Ready to start planning your happy?

Come and meet us for a friendly chat and a cup of coffee at our new planning rooms in Stockton.

Get in touch