We are not currently hiring - any new vacancies will be published here once available...

Work with an approved 4-day working week employer!

Based in the Cornish city of Truro, our wealth management firm is dedicated to helping clients achieve their financial aspirations.  With a passion for building trusting relationships, and a commitment to personalised service, we take pride in crafting tailored financial strategies that align with your goals.

We provide expert advice on all areas of financial planning including Retirement Planning, Investment Planning and Protection to not only individuals but to corporate clients as well. We look for people who are honest, hard-working, committed and enthusiastic to join our team.

Our mantra, “happy staff, happy clients,” drives our commitment to exceptional service for all our clients day in, day out.

Are you ready to take your career in a new direction with Paul Morgan and Associates Wealth Management? We’d love to hear from you! Send your CV to  info.pmandassociates@sjpp.co.uk

• £ Competitive starting salary: depending on experience, with annual and ad hoc incremental salary increases based on performance and client servicing.
• 🏡 We are an approved 4 Day working week Employer and offer Flexible Working: Hybrid/remote and in office working over a 4- day week!
• 🏖️ Generous Benefits: 196 hours annually (including bank holidays) 5% employer pension contributions following a successful probation. In addition, we close the office over the Christmas period, so all staff have a Christmas break.
• 🌟 Exclusive Perks: Employee Benefits plan with counselling, remote GP services and 2^nd medical opinion, £200 towards new glasses, and more!
• 📈 Career Progression: Fully funded industry-recognised qualifications and professional development opportunities available.
• 🚀 Exciting Extras: From company events to treat Fridays —your wellbeing and happiness are a priority.