Work With Us

If you’re passionate about helping people to create the lifestyle they’ve always wanted, and you’re not afraid to do things differently, we’d like to hear from you

We work hard to attract and retain highly qualified, world-class talent. We’re a trailblazing model of excellence within our sector, with a clutch of awards and Chartered Financial Planners status to prove it. We provide our clients with a fresh approach to financial wellbeing.

We recognise that our team is our biggest asset, and we expect the best from our people. In return, we provide competitive remuneration, excellent benefits, and a positive, proactive and energetic company culture.

Sound good? Then please get in touch.

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How Will I Be Rewarded?

  • Competitive salary and annual bonus
  • Competitive holiday entitlement increasing by 1 day per annum
  • 1 month paid sabatical following 5 years of continued service
  • Full study support up to Chartered and beyond. We will support you with initial costs, study leave and exam day leave
  • Flexible working hours between 8am and 6pm - we all have busy lives!

Being Part of a Great Team!

  • We currently have 13 team players
  • First Wealth is a multi-award winning Chartered Lifestyle Financial Planning firm
  • Qualities we look for in an individual:
    • Excellence
    • Respect
    • Ambition
    • Helping Others
    • Happy People

Additional Benefits

  • 5% employer pension contribution which will increase with Gov led increases
  • Permanent Health Insurance
  • Income Protection
  • 5x Death Protection

The Little Extras & Fun Stuff

  • Kitchen facilities with free tea, coffee machine and somewhere to store and prepare your tasty lunches
  • Smart casual dress code and dress-down Fridays
  • Quarterly company events to keep you informed and team building events
  • Fully paid annual end of Tax Year and Christmas events
  • Barry's team training sessions

Career Opportunities

Graduate/Work Experience

We provide high-calibre under-graduates and graduates with the opportunity to grow their skills and progress their career and future prospects with a multi-award winning company.  Successful applicants join us to work alongside some of the best Financial Planners and Technical Support Team in the profession, within a supportive and dynamic environment.

Technical Assistant

  • Competitive salary
  • 20 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
  • Full training support to achieve the CII Level 4 qualification
  • We value the support our administration team provide, it enables our clients and Financial Planners to have the confidence they require to build an ongoing lasting relationship.

Technical Analyst

  • Competitive salary
  • 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
  • Must have CII Level 4 qualification or above
  • Our Paraplanners provide invaluable support to the Financial Planners. As a Technical Analyst, you will have extensive technical knowledge, and experience within the profession. You will be hands-on involved in client meetings where applicable, to enable us to provide the best possible approach in managing the relationship between the client and First Wealth.

Trainee Financial Planner

  • Competitive salary
  • 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
  • Must have CII Level 4 qualification, with the expectation to continue studying towards CII Level 6 qualification
  • We recognise that great financial planning can change your life. We exist as a firm to inspire ideas, create confidence and give our clients the freedom to live. We promote the opportunity for our Technical Analysts to continue their career journey towards becoming a Financial Planner. Your career development will be supported by a nominated Mentor within the company, and through the support of Best Practice.

Financial Planner

  • Competitive salary
  • 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
  • Must have CII Level 4 qualification, with the expectation to continue studying towards CII Level 6 qualification, and to become chartered (need minimum of five years industry experience)
  • Our Financial Planners are encouraged to continue their study to attain Chartered Status. We work hard to attract and retain highly qualified, world-class talent. We’re a trailblazing model of excellence within our sector, with a clutch of awards and Chartered Financial Planner status to prove it. We provide our clients with a fresh approach to financial wellbeing.

Chartered Financial Planner

  • Competitive salary
  • 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
  • Must have achieved CII Chartered Status
  • We recognise that our team is our biggest asset, and we expect the best from our people. In return, we provide competitive remuneration, excellent benefits, and a positive, proactive and energetic company culture. We are looking to introduce a share scheme to reward our Chartered Financial Planners and key team members for their continued loyalty to First Wealth.

Chartered Financial Planner/Mentor to Trainee Financial Planner

  • Competitive salary
  • 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
  • We offer the opportunity for our Chartered Financial Planners, to take on a Trainee Financial Planner
  • Excellence, Ambition, Respect, Happy People and Helping Others are our core values. We recognise excellence within the business and promote the opportunity of helping others, by passing on knowledge and experience to the new Trainee Financial Planners within the business. One of our business goals is to grow our Financial Planner and Chartered Financial Planner offering, we will achieve this through career progression and development within the business.

To discuss how you can become part of our team, please get in touch with an up to date CV

Graduates

The First Wealth Graduate Academy

We provide high-calibre graduates with the opportunity to grow their skills and progress their career with a multi-award winning company. Successful applicants join us to work alongside some of the best financial planners in the profession, within a supportive and dynamic environment.

To find out more about our academy, please get in touch.

Contact Us