A great place to work

A great place to work


Work with us

Most positions are based in our Altrincham Head Office with Financial Planner opportunities countrywide. 

Current vacancies

Technical Support Analyst (Paraplanner)

We are looking for an experienced Paraplanner to join our technical team in Altrincham to provide research and analysis for our Financial Planners.  Ideally, you'll be Diploma qualified, or near to it, with a whole of market background and a good understanding of current financial regulations and legislative changes.  

 

Technical Consultant

We are looking for a Technical Consultant to join our Altrincham office. Ideally, you'll be Diploma qualified, or very near to it, with a whole of market background. In this role, you will work alongside one of our Chartered Financial Consultants to provide an all-round financial planning service to our clients. Whilst studying towards Chartered status, you will engage with our clients on a much more personal level and learn the softer skills required to become an adviser yourself.

 

Technical Support Administrator 

We are looking for an Administrator to join our Technical Support Team in Altrincham.  This is a great role for someone who already has an understanding of the financial planning process and a good degree of technical product knowledge.

As well as providing an effective link between our Financial Consultants and product providers, by obtaining relevant policy information, you will be involved in producing illustrations, research reports from third party software and issuing suitability reports to our clients.

Full study support is provided to those who want to progress and achieve the Certificate/Diploma in Financial Planning.
 

 

For detailed job descriptions for all the above, or to apply, please contact Nicola Kane via the link below. 

We're always interested in hearing from the very best in the Financial Planning profession. If you think you have what it takes to join one of the UK’s foremost firms of Chartered Financial Planners then why not get in touch. If you're a Graduate looking to start your career in Financial Planning, visit our Graduate Scheme page.

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Working at LIFT...

Daniel, Chartered Financial Planner

Daniel, Chartered Financial Planner

At LIFT, there is no ceiling, they offer support and rewards for passing exams and a clear career path to help you achieve your personal goals.

Craig, Mortgage Case Handler

Craig, Mortgage Case Handler

'I joined LIFT as an apprentice in 2014. After completing my exams and gaining an NVQ in Business Administration, I am now a case handler on the Mortgages team, working towards eventually becoming a broker. LIFT have been flexible and supportive in helping me to achieve my goals.'

Rachel, Client Service Team

Rachel, Client Service Team

At LIFT I get support to reach my career goals. The company is modern and progressive, the staff are friendly, the work is interesting and I always feel motivated.

Ryan Etchells

Ryan Etchells

LIFT-Financial have been instrumental in helping me to progress from higher education into a solid career. I've had invaluable, on-the-job experience and study support towards the CII Regulated Diploma in Financial Planning. I've moved around the business from team to team whilst completing exams. Not only would I highly recommend LIFT as an excellent place to work, I would also encourage others to consider an apprenticeship. My ambition is to ultimately become a Chartered Financial Planner.

Daniel Bescoby

Daniel Bescoby

LIFT has enabled me to develop further into the highly skilled and professional mindset needed for the industry. Since joining, I've experienced a wide range of roles for different advisers which I believe has helped make me more well-rounded. Having a set pathway for reaching adviser level is something that gives inspiration as well as clarity.

Dan, Chartered Financial Planner

Dan, Chartered Financial Planner

“My first involvement with LIFT was in 2009, having just graduated. I initially worked on a part-time basis, never really intending to pursue a career in financial services. However, after becoming more involved with the company, and recognising the career opportunity that was available to me, I moved onto the Academy programme and I haven’t looked back. I am now a qualified Chartered Financial Planner and a Fellow of the Personal Finance Society, and in the early stages of building my own client bank.

Dan, Chartered Financial Planner

Dan, Chartered Financial Planner

Working at LIFT can be challenging; the pace is fast and the learning curve steep. However, it is an extremely rewarding company to work for and their professionalism and innovation sets them apart from the wider industry; always looking to improve the service that can be delivered to clients. LIFT will support you along the journey and provide the very best opportunity to make a successful career. It is then really up to you what you make of it.

Ed, Client Support Administrator

Ed, Client Support Administrator

As a young graduate with a First in Economics from Loughborough University, I was looking for a structured and progressive graduate scheme in finance. The LIFT training programme appealed to me as it offered the chance to study for professional exams and become a Chartered Financial Planner within an innovative and vibrant organisation. LIFT offers exceptional service to its clients and I would recommend all aspiring graduates to consider applying.

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