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We are now ready to bring onboard our next trainee.
We’re looking for a bright spark with a passion for life and helping others.


Our bright to boosst Development Pathway is designed to train bright and talented individuals all the way up to the very peak of the Financial Planning profession. 

bright to boosst  is built upon all that we have learnt from growing Josh, Gabby, Mel, Riah, Laura & Nick over the last 12 years. All boosst trainees are mentored by two Certified Financial Planners™ operating at the highest level of UK financial planning – one of whom will be appointed as the lead mentor for all training and development matters.

At the end of our development pathway, boosst trainees will be ready to transition to either a client-facing Financial Planner role or take a starring role as Technical Specialist.

boosst trainees who complete the bright to boosst programme will reach the pinnacle of the Financial Planning profession and achieve:

  • Certified Financial Planner™
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Chartered Wealth Manager
  • Certification to International Standard ISO 22222:2005

By giving our trainees a clear pathway to the top of the profession from day 1 and support from CFP financial planners, we offer a unique approach to development. We are only interested in growing you to deliver excellence!  
This approach was recognised by the New Talent Awards: 


For full details, download our bright to boosst brochure:




Are you new to financial planning, or part way through your Diploma?

Are you driven to learn and keen to deliver excellence for our lovely clients? 

email: and let us know what makes you the perfect candidate. The first step will be a video interview with Jennie or Josh.