Career Opportunities

We are always open to hearing from potential candidates.

Both of the following 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.

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.

If you are interested in hearing more, please send a copy of your CV and any relevant information to Olivia Jennings [email protected]

We are looking for someone enthusiastic to join our team in an administration role. The role will consist of managing our bookkeeping and invoicing process, managing adviser diaries and booking client meetings, general upkeep of the office and office supplies, and being an integral part of the operations team.

The ideal candidate will have at least some general administration experience, ideally with use of CRMs / back office / accounting software and have some invoicing experience (the latter is favourable not essential).

If you are interested in hearing more, please send a copy of your CV and any relevant information to Olivia Jennings [email protected]