We’re a chartered firm of financial planners and investment managers who combine expertise, experience and insight to provide personalised advice and investment solutions to help build more secure financial futures.

We make sense of complex situations to create strategic advice that helps our clients seize opportunities and achieve their financial goals.  Or, more simply, we take regular stock of our clients’ assets and give them our clearest guidance on how to keep everything on track. And there are other times when we help our clients plan for, and deal with, major life events that can have significant financial impact when they occur. It’s very important to our clients, their families and other loved ones, and their businesses.

If you’re looking to move to a firm that provides their clients with thoughtful, valuable, detail-oriented solutions, superior customer service, and expert financial advice, you should consider joining us.

We’re always happy to hear from qualified and experienced Planners, Investment Managers and Associates, Paraplanners, Client Service Administrators, or in fact anyone interested in a career in financial services who shares the same ambitions for our clients.

We have offices in central London, Guildford, Birmingham, Newcastle and Edinburgh, all in convenient locations.

We firmly believe in a good work/life balance, which is reflected in our competitive benefits package:

  • Annual performance and salary reviews
  • Annual discretionary bonus
  • Private medical insurance with dental plan option
  • Group income protection
  • Life assurance
  • Contributory pension scheme
  • Competitive annual holiday entitlement
  • Cycle-to-work scheme
  • Employee assistance programme
  • Complimentary eye tests
  • Regular corporate social events and nights out

The roles we currently have available are listed on Punter Southall’s careers website, along with roles in the other firms belonging to all the companies within the group, here: