Careers

We’re on the lookout for those who are driven. Those who are passionate about helping clients. And those who share our values and want to make an impact.

It’s time for something different

We’re always excited to find people who share our values. If you’re passionate about finance, love helping clients, and want a career that’s fulfilling and rewarding, we’d be thrilled to hear from you. Read more about working with Waterbridge and view our current vacancies below.

At Waterbridge, you can look forward to an environment that supports your ambitions and helps you grow personally and professionally.

Why join the Waterbridge team?

Encourage learning

You’ll enjoy working in a flexible, supportive workplace where you’re encouraged to grow, learn, and thrive.

Planning focused

What sets us apart is our focus on our clients, not products. Financial planning is at the core of all we do.

Supportive team

Join a team that offers support at every step in your career and helps you grow professionally and personally.

Growing firm

We’re a firm on the rise, which means our team has the opportunity to shape the workplace together.

Personal service

You’ll help provide a service that puts clients first. You’ll make a real difference by building lasting relationships.

Exam support

We’ll help you develop your skills and gain qualifications, progressing you to become a Chartered financial planner.

The values we stand by

We do the
right thing

We always act in the best interest of clients, with transparency and honesty in all dealings.

We bring
deep expertise

We give clients access to skilled experts with deep knowledge and valuable insights.

We are
innovative

We stay ahead of trends and news to offer effective strategies for growing and preserving wealth.

We build
lasting bonds

Clients trust us, and we build a lasting relationship to ensure their financial success over time.

We are
goals focused

We prioritise our clients’ needs, goals, and concerns, ensuring their financial wellbeing is our focus.

We offer
objective advice

Being independent, our advice is free from conflicts of interest and focused on clients’ best outcomes.

Working at Waterbridge feels like being part of a close-knit family where every member's contribution is valued. The collaborative environment fosters a sense of belonging and mutual respect, making it easy to connect with colleagues and work towards common goals.

Careers

Shape your career with us

Financial Planning Administrator

Closing date

30/04/2025

Apply

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

    Waterbridge Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number: 734536. Registered in England and Wales. Company number: 09883876 Registered address: 13 Market Street, Penistone, Sheffield, England, S36 6BZ.

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