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What we’re looking for

We truly believe that financial planning has the power to transform people’s lives, and we want everyone who works for us – from the company directors to the office administrators – to share in this vision. If you have a specialised skillset to bring to the table, along with a sense of mission and purpose in the work you do, then we want to hear from you.

Current Opportunities

PLEASE NOTE

We do not accept unsolicited applications from recruitment agencies.

Self-Employed Independent Financial Planner

Are you already or en route to becoming a Chartered Independent Financial Planner?

We’re always on the lookout for high-calibre IFAs who pride themselves on their top-quality client service, high ethical standards and genuine enthusiasm for improving people’s lives through first-class financial planning.

We offer full regulatory and compliance support, along with access to our in-house paraplanners and marketing services.

In return we’d like to see:

  • Level 4 Qualifications

    Ideally having achieved or working towards individual Chartered Status.

  • An Existing Client Bank

    Leads will be provided centrally via the company, but advisers are also expected to be proactive and willing to generate own business.

  • 3+ Years Competent Adviser Status

    Must be dynamic, confident and at ease in front of HNW individuals and business owners.

To apply, please send your CV and covering letter to enquiries@thomasheald.co.uk.

Self-Employed Independent Mortgage & Protection Adviser

Are you a knowledgeable and experienced mortgage adviser who is committed to getting your clients the very best deal on the market? Do you have impeccable standards for professional conduct and client service?

We’re always open to hearing from talented individuals who are ready to take on a new challenge.

We offer full regulatory and compliance support, along with access to our in-house paraplanners and marketing services.

In return we’d like to see:

  • Recognised Qualifications

    Must be MAQ, CeMAP or Cert CII (MP) qualified or equivalent.

  • An Existing Client Bank/Ability to Source New Business

    Leads will be provided centrally via the company, but advisers are also expected to be proactive and willing to generate own business.

  • 3+ Years Competent Adviser Status

    Must be well-versed in advising mortgage clients on products from the whole of the market.

To apply, please send your CV and covering letter to enquiries@thomasheald.co.uk.

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© 2017 Thomas Heald Limited. All rights reserved. Thomas Heald Solutions Limited (FCA No.528610) are entered on the FCA Register at https://register.fca.org.uk/. Registered in England No: 06622318. Registered Address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TJ. Chesterfield Branch Address: 11 Napier Court, Gander Lane, Barlborough Links, Chesterfield, Derbyshire, S43 4PZ.

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