Our Careers

WE’RE ALWAYS ON THE LOOKOUT FOR PEOPLE AS PASSIONATE ABOUT CUSTOMER SATISFACTION AS WE ARE. IF THAT’S YOU THEN WE’D LOVE TO KNOW MORE.

Mindset, not skillset

Because we’re committed to supporting and developing the potential of every employee, for us it’s less about skillset and more about your mindset.

Training

Our employees are our greatest asset, so we put a lot into their wellbeing and development.

Across the company we have employees who are undertaking training in accountancy, payroll, HR, IT, marketing, and business support.

See Our Benefits

As well as support with training and development, our employees are rewarded with competitive salaries and a comprehensive benefits package:

 

  • 25 days’ annual leave plus bank holidays, increasing to 30 days with continuous service
  • Performance bonuses
  • Onsite canteen and coffee shop
  • Bupa Cash Plan (including dental and optical care)
  • Pension – up to 4% contribution match
  • Professional qualification salary enhancement
  • Regular team social activities
  • Financial services
  • Flexible working hours
  • Full study support
  • Deliveries of fresh fruit
  • Onsite subsidised gym
  • Bupa Select Health Scheme (including inpatient and outpatient services)
  • Death in service benefit
  • Long service award
  • Workplace listener scheme
  • Refreshments

CURRENT OPPORTUNITIES

  • Trainee Financial Planner - Danbro Financial Planning

    Starting Salary: £18,082.00 DOE

    Lytham St. Annes

    Role overview

    The successful candidate will undertake a structured 2-3 year training programme aimed at developing the ability to provide a first class, compliant, high quality independent financial planning & mortgage advice service. They will help people achieve and protect their life goals, dreams and aspirations giving them financial independence, wellbeing and peace of mind.

    What does the role entail?

    Working closely with the Director of Danbro Financial Planning and the wider team to initially support the firm’s administrative, paraplanning and advice functions to ensure a high quality service is delivered to all clients, whilst training for your future as a financial planner.

    Becoming an expert in back office systems, client portals, quotation systems and cash flow planning tools to help support and administer the delivery of advice and services.

    Liaising internally with your Danbro Accounting colleagues and externally with clients and third party providers in order to provide a seamless service that will delight the client.

    Undertaking day to day practical tasks such as: on boarding new clients, preparing and maintaining client files, arranging client reviews, obtaining quotations and valuations and providing analysis of research to the wider team. Completing a funded study path towards professional qualifications – The Diploma in Regulated Financial Planning (Level 4) and Certificate in Mortgage Advice (Level 3).

    What skills and qualities are required for this role?

    Fantastic written and verbal communication skills
    Confident
    Positive attitude
    A true ‘people person’
    Ability to prioritise and work on own initiative
    Time management
    Good team player
    Ability to meet deadlines and work under pressure

    What qualifications and experience are required for this role?

    GCSE English & Maths Grade C or above
    Undergraduate Degree or A Levels in a numerate subject such as Maths, Economics, Accountancy or Business Studies
    A Full UK Driving License

    Apply Now

    Finance Assistant

    Salary: £17,550 - £18,630.00

    Based within our Head Office, Lytham

    Job Title: Finance Assistant
    Working Week: 37.5 hours Monday – Friday
    Contract Type: Permanent
    Salary: £17,550 – £18,630.00

    Job Title: Finance Assistant
    Working Week: 37.5 hours Monday – Friday
    Contract Type: Permanent
    Salary: £17,550 – £18,630.00

    What does the role entail?

    • Inputting Sales Ledger, Purchase Ledger and Cash Book transactions on a timely basis to assist with the monthly production of the management accounts.
      • Making payments via BACs and taking over the phone card payments, carried out by following procedures to ensure compliance and mitigate risk to the business
      • Proactively liaising with customers and suppliers to ensure ledgers are accurate and issues are addressed, communicating via telephone, email and face to face meetings
      • Resolve any complaints and service issues quickly to the satisfaction of the customer ensuring that business retained and customer loyalty is strengthened.
      • Maintain strong working relationships with other teams to foster an environment that strengthens the core and continuously improves.
      • Proactively challenge working practices to enable delivery of a service that is customer-focused and adds value.
      • Develop self and suggest improvements to the service you deliver by gaining knowledge through continued professional development provided by the company.
      • Take ownership of one set of small company accounts to develop commercial awareness and accounting rules

    What skills and experience are required for this role?

    • GCSE standard passes including Maths and English, or equivalent
      • Book-keeping and Ledger experience an advantage
      • Excellent communication skills
      • Experience of working in a fast-paced environment to strict deadlines
      • Team player
    Apply Now

Role Application

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