Working in Financial Planning

• About the team

  We engender a small company feel to keep our sense of belonging and have a warm, friendly team-oriented culture with a strong support network where everyone pulls together.

  We shape our teams to best meet the needs of our clients and to best support one another seamlessly.
  Our team of Financial Planners are at the forefront of our business, partnering with clients to create long term financial plans to meet their needs and aspirations.

  We have a dedicated Investment Committee who regularly connect with fund managers and keep a close eye on markets, interpreting learnings to get the best results for our clients’ investments.

  Our Paraplanners take responsibility for researching suitable products and preparing detailed financial forecasts and technical reports.

  Our Client Liaison team, work hand in hand with our Financial Planners, to provide an outstanding service to our clients.

• What it’s like to work here

  Ours is a varied, interesting and rewarding area in which to work. Our purpose is that of shared ambition – yours, ours and our clients. So, we invest in our people, engage and communicate with them and encourage them to be the best version of themselves.

  We have the compassion to respect one another, it’s one of our values and our performance reviews include this along with all of our values.

  Everyone gets a chance to be heard here – Managers encourage opinions from their teams and listen and give feedback. Even when opinions differ, we respect one another and listen to what others have to say.

  Francis Clark Financial Planning offers our colleagues hybrid working centred around the needs of our clients. It’s this flexible mix of home and office working that we love.

  We help to unlock our colleague’s potential both within and outside their role, with volunteering days which might link to what they do outside of work, opportunities to become one of our mental health ambassadors, or being involved in group workshops to contribute to corporate initiatives.

  We spend time together as a team, with Summer and Christmas socials, team away days, group volunteering days and team walks.  Whether it’s a game of croquet, a cream tea day, lunch overlooking the harbour, an evening out on the town or a just a pizza delivery, we have something for everyone.

  At Francis Clark Financial Planning, we reward and celebrate achievements, large and small – inside and outside of the workplace, so that we keep connected as one company and get to know our colleagues wherever they work.

  “I enjoy the opportunities for personal development that working at FCFP offers individuals and I like the fact that I am working for a firm that takes account of the views of everyone in seeking to constantly improve service and the overall client experience.”

  Richard Bambrough, Compliance

• Our clients

  We have a wide range of clients with different needs and aspirations – be that safe-guarding their family’s future, protecting themselves and their business or re-financing, buying that dream yacht, sustainable investing, supporting their children’s further education, or making sure they have enough in their pension pot for a comfortable retirement. The variety is endless.

  Our clients are from all backgrounds including those just starting their careers and building their wealth to those who have built up a successful business and sold it to fulfil their retirement dreams. We help clients at all stages in their lives, their children’s lives and their grandchildren, with many families where we look after multi-generational portfolios.

  “We’re very fortunate to get introduced to lots of great quality clients and this results in varied and really interesting work. I love being able to start with a blank piece of paper and no agenda other than finding out what’s important to them and then building long term relationships to help them and their families achieve it.”

  James Phillips, Financial Planner

• Careers

  We treat our colleagues as individuals to get the best out of them, encouraging their learning, development and career progression with yearly performance reviews, promotions, informal career conversations, frequent Manager one to ones, onboarding support, technical training, professional development, self-learning and leadership programmes.

  We offer careers across all areas of Financial Planning. From client facing administration, to being a chartered financial planner or business administrator, through to paraplanning or a career in compliance – the choice is yours.