Is this your new career?


Are you looking for a new professional career doing something you can be proud of and become qualified in?

Do you have life experience that enables you to identify with North East people considering retirement?

Are you the right person to join us as we open our new office in Team Valley?

About Us

From a technical and regulatory viewpoint, we are Independent Financial Advisors, however we operate in an entirely different way to traditional financial advice firms as we don’t focus solely on selling financial products. Through our unique Plan Happy life coaching service, we help people plan their retirement, so they can enjoy an ideal lifestyle free from worry.  Essentially, this fantastic role is a combined Life Coach and Financial Planner.

Whether you already work in financial services or are just looking for a change, this is a superb opportunity to build a great career. We’re looking for individuals to bring practical intelligence and a desire to deliver genuinely exceptional results.
We will train you in the technical aspects of the role. However, you will be expected to study and take exams in your own time to become a fully qualified Financial Planner, but the cost of this will be fully covered by us and study support is available.

We have a fantastic growing team of people all working to our core values. Head office is The Planning Rooms, Preston Farm Stockton on Tees and we’re currently expanding into the Team Valley area. So, you’ll be joining us at an exciting time.

The Opportunity

As a financial planner you’ll hold meetings with clients to explore their current assets and help them work out what they want from life, before guiding them through the technical options of how their assets can be used to provide the life they desire. A team of paraplanners will support you by producing bespoke reports and charts you can show clients. Ultimately you will deliver financial advice in the best interests of the client and provide comfort that everything will be okay.

Our Core Values

Every team member is expected to work to our Core Values:

  • We tell it like it is
  • We give warmth and comfort
  • We simplify to empower
  • We champion the human outcome
  • We put Wow into everything we do

How to apply

Please email us with a one-page overview of who you are and why you think you'd make a great Financial Planner, along with a copy of your CV to

Please note: interviews and initial training will be held at our head office in Stockton on Tees.

Closing Date: When we find the right person.