Ever since Magus was formed in 1998, we’ve been on journey, forming some wonderful, lifelong relationships with our colleagues, partners and clients. A business that’s recognised in the top 5% of all UK Financial Planning firms by turnover, average client size and assets under management. Currently we look after over 600 families and their wealth and we continue to grow year on year. With no external stakeholders to manage, we’re free to focus on what matters most to us – nurturing and protecting our clients’ wealth.
If you’re a Financial Planner who wants to develop meaningful and structured relationships with clients, with the freedom to build your own equity-based business - Magus may well be for you. We keep things simple so it’s easier for you to focus on your clients and provide them with the best service possible. This also enables you to bring on new clients in a structured and process-driven manner.
Our aim is to keep growing our business through organic client growth while also attracting new like-minded Financial Planners with loyal client bases. Ideally, you will want to grow your own business, whilst being supported by a business that encourages growth and shares a vision where everyone benefits from this growth including our partner planners, clients and our teams.
Key to our success is our people. We have in place an exceptionally well-qualified, talented and diverse client support team. It’s their skills, expertise and vision that ensures that we not only meet your clients high expectations – we exceed them. And in so doing, the support team will free up time in your diary, so you can focus on your clients and what’s truly important to them.
Our structure includes an overall client planning approach, where we ensure we provide the right tools and outputs for clients. The core elements of our offering include our client forecasting and scenario modelling system. We have an online client portal that provides clients with instant access to their investment information, at a time that suits them.
You may just be starting your Financial Planning career, with little experience; you may be a Financial Planner with years of experience. Wherever you are in your career we have a structure in place, designed to ensure that you get all the ongoing support and development you need.
We have in place a set of process driven guidelines, clearly defining the role our Financial Planners play in ensuring we exceed our client’s expectations. This means you’re clear on what needs to happen and ensures clients consistently receive the very best service and experience.
MEETING THE TEAM
TRANSITION TO MAGUS
There’s a lot to consider – you’ve probably spent some time doing your research and you’ve probably got some questions too. Get in touch with us and we’ll spend some time getting to know you, what you want achieve and how we can best support you. If Magus is for you, then we’ll make sure you get all the onboarding support you need in order to make the transition for you and your clients as smooth as possible.
If you’d like to discuss this further please get in touch with Michael Aitken or Ian Hawkes by calling 0203 176 5888, or send us your details using the contact form below.
We have a lively and friendly support team here at Magus, who play a critical role in ensuring that our Financial Planners have the infrastructure and support they need, allowing them to spend more time with their clients.
Our client support team is made up of our Client Support Managers (Paraplanners) and Assistants.
We’re looking for individuals to join our support team – we want the very best people working with us and in return we offer competitive salaries, a great benefits package and a flexible working environment. We’ll also ensure you get all the training and support you need, and if you’re ambitious, we have a structure in place to support your career progression with Magus.
We don't currently have any open positions – but we are a fast growing business, so if you would like to be considered for any future opportunities, please drop us a note and your CV to firstname.lastname@example.org
We have a regular intake into the Magus Academy throughout the year. If you have a passion for working in our profession, whether you are new or experienced within the financial services industry, the Academy could be for you. Through the Academy you can be a Trainee Financial Planner or you can join our client support or technical support teams.
These roles are important to us, we’re really keen as a business to take on people and develop them in the Magus way. If you’re committed, ambitious, eager to learn and ready to take the next step into a career in financial planning – we want to hear from you. In return, we’ll provide you with all the necessary support, training and continued learning you'll need, including study time and relevant courses. You will also have the strategic support of the one of the Magus team.
If you want to focus your skills on becoming a Financial Planner, Client Support Manager (Paraplanner) or Technical Support Manager you’ll need to develop your knowledge and experience, while learning a lot of new skills. We expect you to work and study hard and be self-motivated in order to reach your full potential. In return, we offer a structured training programme to support you throughout your journey.
Magus gives you the control to choose your career.
Settle in to Magus
By 6 months
Learning Client Support Assistant role and 1 exam completed
By 1 year
Experienced Client Support Assistant and 3 exams completed
By 2 years
Learning Client Support Manager (Paraplanner) role and 6 exams completed (Diploma)
By 3+ years
You decide your career path, become a Chartered Financial Planner or stay in the Technical or Support teams
Beyond 3 years
Ongoing support and development of your Magus career
In order for you to become a qualified Financial Planner, you’ll need to attain the Chartered Insurance Institute Diploma in Regulated Financial Planning. This professional qualification meets the FCA’s requirements for developing core technical knowledge and financial planning capabilities across six core, modular areas:
Financial Services, Regulation and Ethics
Investment Principles and Risk
Pensions and Retirement Planning
Financial Planning Practice
You need to pass all six modules to become a fully qualified Financial Planner and you will have attained DipPFS.
You may be eligible to claim exemptions for relevant exams and qualifications obtained through other professional bodies or universities. Subject to the published qualification completion requirements these can be used to help you achieve CII qualifications more quickly.
The Diploma will assist you and demonstrates your commitment to learning and development. Because its modular you can work the qualification around your personal circumstances.
Upon completion you can apply to use the DipPFS, so your clients know they are dealing with a proven and competent professional. Through Continued Professional Development (CPD) you will continue your technical and professional development so your knowledge and the advice you give to clients remains current.
If you want to develop yourself further you can work towards higher level professional qualification such as ‘Chartered Financial Planner’.