⟦Paraplanner⟧
⟦Vacancy to be confirmed before publication. A role that exists is worth describing precisely; a placeholder advertisement wastes the time of people who apply to it.⟧

We are a small firm and we hire rarely. When we do, it is because the work exists rather than because growth is a target.
Current vacancies
⟦Vacancy to be confirmed before publication. A role that exists is worth describing precisely; a placeholder advertisement wastes the time of people who apply to it.⟧
⟦Vacancy to be confirmed before publication. Any role requiring specific FCA permissions or qualifications should state them.⟧
Nothing open in your area? We keep speculative applications on file and we do come back to them.
What we offer
Small firm, real clients, and the person who does the analysis is the person who presents it.
⟦Confirm the firm’s policy on exam support, study leave and professional subscriptions.⟧
Supervision that means someone is actually responsible for your development, not a line on an org chart.
⟦Confirm the firm’s hybrid and flexible working position.⟧
⟦Confirm review cycle. We do not publish salary bands we have not agreed.⟧
A small firm means less structure, fewer people to hide behind, and work that occasionally lands on whoever is there. If you want a large graduate programme, this is not it.
How we hire
CV and a short note about a piece of work you found difficult. We read every one.
A call to establish what you want and whether we have it. Thirty minutes, no test.
A case study close to what the job actually involves, with time to do it properly. We pay for your time on it.
You meet the people you would work with, and you get to ask them things we are not in the room for.
Before you apply
For an advice role, the relevant qualifications and FCA permissions are a requirement — those are set by the regulator rather than by us. For support roles, part-qualified applications are welcome and we would rather hire someone part way through with the right judgement.
More analysis and writing than most people expect, and more gathering of facts from providers than anyone enjoys. The quality of advice is largely determined by how carefully that groundwork is done.
No, and that matters to how we pay. ⟦Confirm the remuneration structure. If any part of pay is linked to business written, say so plainly here — candidates will ask and should be told.⟧
Within a week, to everyone. If you have not heard after that, chase us — it means something has slipped, not that you have been rejected.
Yes. Use the same form and say what you are looking for. We keep them and we do come back to them.
Applying for .
Use the application form — it reaches the people who make the decision directly.
Open in your email app instead
What you send is used only to consider your application. It is not added to a marketing list and is not shared outside the firm. ⟦A candidate privacy notice is required before this page goes live.⟧
A first conversation at our cost, and an honest view on whether advice would change anything for you.