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Financial Planner – Try before you apply!

  • 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?

We are offering a unique opportunity where you can come and visit our office, learn more about who we are and what this role involves and ask any questions you may have.

There will be an informal presentation about being a Financial Planner, what's involved with the qualifications and how we operate as business.

All of this gives you the chance to think about whether you'd like to apply.

We'll start at 5.30pm and will be done by no later than 7pm, it could be sooner, depending on how many questions we get asked!

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 are based at The Planning Rooms at Preston Farm, Stockton on Tees and serve clients throughout Teesside and Darlington. We have a growing team of 40 people and over £110m 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'

Your skills and experience as a person are more important to us than your degree or work history.

We have recruited our existing Planners from a range of industries and professions, including Teachers and Operations Managers.

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 to attend this event at our office – The Planning Rooms.

Feel free to bring along your CV and you can apply on the evening if you'd like.



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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.

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