Share our vision

We are always interested in strengthening and developing our team by recruiting high calibre financial planners and administrators.

Financial Planners

We would expect an individual seeking to join our planning team to be Chartered or actively working towards Chartered or Certified Financial Planner status.

You would need to be able to evidence in depth case analysis ability, technical breadth of knowledge and superior literacy and numeracy skills (Maths A level as a minimum).  You will need to display advanced IT skills and we would expect you to have successfully completed a demanding degree.

Technical administrators

Underpinning our planning work is the work of our Technical Administrators.  They implement our recommendations with meticulous attention to detail and a commitment to client service that is second to none.

To join our team you would need  a high level of  technical experience and competence in Pensions and Trust Administration and Investment  Management and this should be underpinned by appropriate qualifications and  systems experience.

If you think you have the skills, attitude and experience we seek then contact us at  ku.oc.cpfnull@ofni