Career Opportunities

/Career Opportunities
Career Opportunities2018-03-20T10:48:38+00:00

InvestorsinPeopleTrue Bearing Chartered Financial Planners have been recognised by Investors In People (IiP) with a Gold Award once again.

We went Gold in 2010 and have now repeated this in 2013 and 2016. True Bearing Chartered believes passionately in all staff and advisers reaching their full potential.

Mike clarke and George Awards 2013Independent Financial Advisers

We work with both employed and self-employed IFA’s
IFAs must be able to demonstrate:

  • High level of success & commitment
  • Qualified to diploma status
  • Entrepreneurial attitude
  • Track record of professional development
  • Genuine care for the client

Sue Mills and George Awards 2013Paraplanners

  • Qualified to Diploma status or above
  • Excellent eye for detail
  • Strong IT skills
  • Experience of financial servicing systems

Adviser Assistants and Senior Adviser Assistants

  • TB Support TeamQualified to the Certificate in Finance Planning (CFP) and above
  • Ability to work well under pressure
  • Strong IT skills
  • Experience of client management systems

If you would like to know more about career opportunities at True Bearing Chartered Financial Planners, email us at