Join the team

JOIN THE TEAM

Why join us?

We have been named as one of the Best Financial Adviser Firms to Work For in the UK in 2017, 2018 & 2019 by industry publication, Professional Adviser. Here’s a few reasons why you may want to join us:

40% of our team came from either an apprenticeship or graduate training scheme.

We offer funding towards training and
qualifications.

If you’ve got a car, we’ve got a parking
space!

We offer a range of staff incentives from reduced gym memberships to personal life cover.

We’re based in a newly refurbished office which includes a shower, break-out zones and a social dining area.

Our happy team creates an inclusive
culture.

2 vacancies available!

Would you like to begin your career with Informed Financial Planning? Check out our brand new vacancies below!

If you would like to apply for any of the roles, please email [email protected] telling us which role you are applying for and attach your CV along with a covering statement.

Finance Assistant
Compliance Officer / Assistant

Finance Assistant

Reporting to: Head of Finance & Paraplanning, Sarah Williams.

To provide comprehensive administrative support to the Head of Finance on a day to day basis and support the delivery of an excellent service to clients of the firm.

Read the full job description here.

Compliance Officer / Assistant

Reporting to: Head of Compliance & Operations

Compliance Officer Role

To provide guidance and advice to all staff on compliance with all regulatory requirement and to ensure the firm completes all returns and documentation required by all regulators.

Compliance assistant role

To support the Head of Compliance & Operations with their duties to regulation, oversight and compliance to FCA rules and integrate / work with Financial Planners and Paraplanners to ensure advice across the firm is compliant and of a high technical standard.

Please note there is one position available, the level of Officer or Assistant is dependant on the chosen candidates current level of qualification. Read both job descriptions here (Officer / Assistant).

We have offices based in multiple locations

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