Working here

Every day will vary, depending on the clients you will be working with. This might range from our Premier Banking customers who earn over £100,000 to Local Business customers with turnovers of up to £5 million. But the one constant is that you will be working in branch as an integral part of the retail team.

We also have a specialist team of Financial Planning Managers who deal exclusively with Medium and Larger Businesses (those with a turnover from £5 million to upwards of £20 million). These roles require an in-depth knowledge of the corporate advisory market, but also present an opportunity to show your commercial flair.

They are ostensibly home-based, but in reality you’ll spend much of your time either on site with your Larger Business clients, or in branch with Medium Business Managers establishing and following up new leads.