About us

Careers

There are jobs, and then there are careers.

We’re always on the look out for talented people to join our team.

As one of the UK’s leading independent wealth management firms, we have shown that, with the best people, we can deliver on our promise to our clients and grow our futures together.

We’ve grown considerably in recent years as experienced advisers and support staff have chosen to progress their careers with us. Each and every one now plays a vital role in making us the highly respected and award-winning firm we are today.

Whether it’s a role in financial administration, as an adviser or a partner, we want to hear from ambitious people to join us as we support high-net-worth clients to meet their goal of financial freedom.

If this sounds like you and you’re experienced in the financial advice sector, we’d love to hear from you.

View current opportunities

Current opportunities

Partners

Forge your career in the delivery of bespoke financial solutions to high-net-worth clients and help them meet their ultimate goal of financial freedom.

Find out more

Paraplanners

Acting as a liaison between the partner, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient.

Find out more

Administrators

Provide support to the adviser/s for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients.

Find out more

What you can expect when you join PWM

Independent advice. Strong ethics. Partnership philosophy. Everyone who chooses to work here quickly understands how our ethos makes us different to other firms. Combined with our commitment to innovative technology and personal connections, we offer you the perfect platform to build a successful career.

I joined for the freedom so I can do the things I want in life as well as enjoy a challenging job on my terms, not those of someone else”

Hilary Schofield
Partner

Having worked for one of the most prestigious private banks, it was great and refreshing to find a firm that you could trust to deliver on their promises”

Graham Andrade
Graham Andrade
Partner

I have always believed in being part of something bigger than myself and at PWM I collaborate with like-minded people where we produce results that are greater than the sum of our parts.”

Duncan Wilson
Duncan Wilson
Partner

The company has been so supportive in terms of flexible hours for childcare arrangements, which is invaluable for me as a working mum. ”

Kelly Lee
Paraplanner

I enjoy working at Partners Wealth Management because everyone here is so supportive and focused on both personal and client success. Every day, I get to work with passionate people who are dedicated to making a difference, and the firms commitment to doing great work helps me do my best.”

Abbie Criscenti
IFA Administrator

PWM provides an extremely motivating and encouraging work environment, especially during my exams. It is fulfilling being involved in a workplace that wants and strives for the best for both its colleagues and clients.”

Jessica Bruce
IFA Administrator
1
8

More than just a job

Our team regularly get involved in charitable activities – both as a group and individually. You’ll often find them enjoying their free time pursuing their passions, some of which include:

54%

Philanthropists and
charitable volunteers

88%

Sports and
fitness enthusiasts

33%

Devotees of
creative arts

73%

Avid adventurers
and explorers

Brilliantly different…

Many of our clients and employees came to us because they shared our belief that there is something better out there than the traditional type of financial advice. It’s the same belief that led our founders to establish a partnership that could unite independent advice, exceptional client service and unbeatable value.

As we continue to grow, we’re looking for people who can help carry this philosophy forward. In return, we promise to provide you with three advantages most firms cannot match.

The encouragement to thrive

Just like the way we work with our clients, we want to give you every chance of success in your career. So we’ll support you and actively encourage you to develop your skills so you gain a deeper knowledge of financial planning.

An entrepreneurial home

We know how liberating it can be when you have the right work environment. Somewhere you’re surrounded by ambitious, positive and motivated individuals every day. And where you have the chance to do great work while enjoying plenty of fun, social events that build bonds with your colleagues and extend your professional network.

The tools to build

Our vision is to offer the very best proposition to our clients and advisers. This means taking advantage of the latest tools available to us in financial planning. We’ve already pioneered new approaches to digital on-boarding, performance feeds and asset allocations from providers and DFMs. We’ve built a client-led, client portal, automated ongoing suitability requirements and enhanced MIFID II reporting. And we continuously evaluate, adopt and deploy new technology to deliver an outstanding service. All of which will allow you to maximise your time in front of clients.

Why choose us?

Whether you’re just starting your career or looking for your next step, there are many reasons to choose PWM as the place to grow and thrive.

Hybrid and Flexible Working

Our hybrid working culture supports a healthy work–life balance, giving you the flexibility to collaborate in the office or focus from home when it suits your role. We also offer a range of formal flexible working options to help you find the arrangement that works best for you.

Pension Contributions

Staff have the option to pay into either an Aviva GPP or a 7IM SIPP. PWM pay a contribution via a salary exchange scheme.

Training & Qualifications

Once you’ve completed your probation, you’ll have access to online training modules and the opportunity to study for qualifications that support your role. Our PWM Academy also runs informal learning sessions throughout the year to help you continue building your skills and knowledge.

Enhanced Parental Leave

We offer enhanced parental leave for all new parents – including adoption, maternity, paternity and shared parental leave. Colleagues with at least one year’s service are entitled to 26 weeks of maternity leave at full pay, followed by 13 weeks of Statutory Maternity Pay (SMP). Paternity leave is available to all staff with no service requirement and is paid at three weeks’ full pay.

Discretionary Bonus

To reward exceptional performance and contribution to the business, staff who have passed probation are eligible for a discretionary bonus, dependent on PWM and individual performance.

Annual Leave

Our annual leave year runs from January to December, and all staff receive 27 days of holiday plus UK bank holidays. If you join part-way through the year or work part-time, your allowance will be pro-rated.

Other financial benefits

We benchmark our salaries every year to ensure they remain competitive and fair. Your pay reflects your experience and the responsibilities you take on, recognising the value you bring to your role.

All staff have access to employer funded health cover, designed to support your physical and mental wellbeing.

Staff absent from work for 13 weeks continuously can claim under our income protection policy, which a proportion of the individual’s salary until they return to work, or a maximum of 5 years.

If a member of staff dies, their nominated beneficiary will receive a lump-sum payment equal to four times their salary.

We offer Give As You Earn, making it easy to give regularly – and tax-effectively – to any UK charity of your choice, directly through your pay.

Other health and wellbeing benefits

All staff have access to a confidential 24/7 helpline, offering support and guidance on a wide range of personal and work-related matters.

We’ll contribute up to £25 each year towards a standard eye test for all staff, and a further £50 towards glasses needed for VDU use.

Each colleague can take one full day, or two half days, of volunteer leave each year to support local, national or international community organisations. You can use this time individually or join with your team to make a collective impact.

We offer fertility leave to give colleagues the time and flexibility they need when undergoing fertility treatment. We also recognise the emotional impact of miscarriage and stillbirth, which is why we provide one week of fully paid leave for both partners in the sad event of a loss before the 24th week of pregnancy.

The PWM Academy

Our commitment to developing the next generation of advisers is reflected in our investment in the Adviser Academy.

Designed to equip our paraplanners with the client-facing capabilities that matter most, the programme helps them build the empathy, understanding and confident questioning skills essential to truly client-centred advice. These are the qualities that can’t be taught through exams alone – but are vital to delivering the clarity, care and support our clients expect.

From the PWM Adviser Academy, I gained a foundation for my career: a culture of support, client‑first thinking, and practical skills aligned with PWM methodology ”

Ben Aukett
Partner
ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

Learn more

We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey