Shape Financial Futures

Join our team of dedicated professionals who help individuals and businesses navigate complex financial landscapes. We're building the next generation of financial planning expertise right here in Portsmouth.

Current Opportunities

We're expanding our team with passionate professionals who understand that financial planning goes beyond numbers. These roles offer meaningful work with real impact on people's financial wellbeing.

Senior Financial Planning Consultant

Advisory Services

Lead comprehensive financial planning initiatives and guide clients through complex investment decisions. You'll work directly with individuals and families to create sustainable wealth-building strategies while mentoring junior team members.

What You'll Bring

5+ years experience in financial planning or wealth management
Professional certification (CeFA, DipPFS, or equivalent)
Strong analytical skills with attention to regulatory requirements
Experience presenting complex financial concepts to diverse audiences
Genuine passion for helping people achieve financial goals

Express Interest

Risk Assessment Analyst

Research & Analysis

Analyze market trends and assess financial risks while developing comprehensive risk management strategies. This role combines quantitative analysis with strategic thinking to protect and grow client investments.

What You'll Bring

3+ years experience in financial analysis or risk management
Strong proficiency in statistical analysis and financial modeling
Degree in Finance, Economics, Mathematics, or related field
Experience with risk assessment software and databases
Clear communication skills for presenting findings to stakeholders

Express Interest

Meet Our Team

Our Portsmouth office brings together professionals from diverse backgrounds who share a common commitment to excellent financial guidance. We believe the best financial planning comes from understanding both the technical aspects and the human side of money management.

Each team member brings unique expertise, whether that's pension planning, investment analysis, or helping young families navigate their first major financial decisions. What unites us is genuine care for our clients' long-term success.

Callum Morrison

Senior Financial Planner

"The best part of my day is seeing clients understand how their financial decisions today impact their future possibilities."

Esther Blackwood

Risk Assessment Specialist

"I love the detective work involved in analyzing market patterns and finding the story behind the numbers."

How to Join Us

Our recruitment process focuses on finding people who align with our values and bring both technical competence and genuine interest in helping others. We're looking for team members who will grow with us over the long term.

Initial Discussion

We start with an informal conversation about your background, interests, and what you're looking for in your next role.

Technical Assessment

A practical exercise relevant to the role, designed to showcase your analytical thinking and problem-solving approach.

Team Meeting

Meet with potential colleagues and discuss how you'd contribute to our collaborative environment and client service philosophy.