Both of the following vacancies represent opportunities to work in a genuinely fee based environment where hourly charging means giving clients totally impartial advice, with no agenda to gather assets under management. We work with a wide range of clients, many of whom are high net worth and ultra high net worth, often with complex situations, where their common aim is to benefit from life changing professional financial advice and management.

Our work with clients extends far beyond financial products, including, taxation, social impact investing, intergenerational planning, as well as the more traditional pensions and investment IFA roles. This means that we are able to offer our advisers and support staff a stimulating environment whilst dealing with a broad range of issues.

Additionally, as an employee of an Employee Ownership Trust, you become a genuine partner in the business and can benefit from its success.

Financial Planner:

We are seeking a newly or near level 4 qualified financial planner to join a well established fee based Chartered Financial Planning firm with a refreshingly different approach

  1. We operate an hourly fee charging mechanism which means that we deliver real solutions to our clients with no focus on selling investments.
  2. Our clients are at the heart of everything we do and we work within clear standards which you will be expected to sign up to from day one.
  3. GDL is an Employee Owned Business meaning that our employees are genuine partners in the business, and become the custodians of our proposition. This ensures we can continue to do what is best for our clients and employees, whilst protecting the future of the business, which means our employees get a say in how we work and can benefit from our profit share.
  4. You will join a strong and hard working but happy team with a very well developed mentoring and training programme designed to get the best out of you.

Please contact Olivia Jennings for more details: [email protected]

Paraplanner/Financial Planning Assistant:

Paraplanner/Financial Planning Assistant to join our team. The ideal candidate will be university educated with a couple of years’ experience in financial services, preferably financial planning.

If you are interested in this role please contact Olivia Jennings [email protected]

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