Jenny
Financial Planner
“From day one PKF Francis Clark have encouraged me to take ownership of my career and to take it as far as I want.”
The place to make a difference
Working in Financial Planning
In Financial Planning, we put people first. So we look after our clients, we build personal relationships and we really make a difference. Our services and solutions shape lives and so we aim to partner our clients in the long term.
We set out to understand our clients’ ambitions then apply our knowledge and expertise to helping achieve them. We thrive on the technical aspects of the job and so the team is well-rounded, supportive and encouraging.
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About the team
Our team thrive in a dynamic, fast-paced environment, applying technical expertise, professional understanding and care. People are at the heart of everything we do so clients and colleagues enjoy the same trust and respect, and everyone is encouraged to learn from each other.
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What it’s like to work here
Ours is a varied, interesting and rewarding area in which to work. The advisory team is supported by a centre of excellence, gets to work with a diverse, successful client base and can look forward to continuous support to grow and develop.
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Typical projects and clients
Financial Planning work with individuals and their families who want to take control of their finances on a one to one basis. Our expertise clarifies and connects them with their financial situation so that they have the confidence of a consistently monitored financial plan that will help them to live the life they desire.
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Our approach to learning
Everyone is supported and encouraged to realise their career development potential and, as your expertise grows, we’ll continue to support and invest in you. It’s all part of our commitment to being the best that we can be.
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Career pathways
We offer careers across all areas of Financial Planning. From client facing administration, to being a chartered financial advisor or business administrator, through to paraplanning – the choice is yours. You could also have a career in compliance and operations.
Employee stories
The place to be your best
David
Head of Paraplanning
“It’s a friendly and supportive environment with people who are proud of the work they do.”
Mashud
Investment Analyst
“The opportunities are uncapped and we are all encouraged to be ambitious in where we would like to go.”
Nicola
Head of Central Operations
“There is lots of opportunity to develop knowledge and skills whether through group workshops or independent study.”
Financial planning
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More about a career with us
Why join us?
There's lots of reasons to join us. From our collaborative approach, to our rewards and learning opportunities - we're the place to be.
Rewards & Benefits
Find out more about the competitive rewards and benefits package that makes PKF Francis Clark the place to be.
Learning & CPD
Our blended approach to learning and development means we tailor programmes to suit individual ambitions.