A private wealth management firm dedicated to nurturing and protecting our clients’ wealth

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.

Join our team

We have a great culture, we love individuality, creativity and we value diversity. With a great benefits packages on offer and if you’re ambitious, we have a structure in place to help support your career progression. If you’d like to join us and be part of an exciting and growing business, we’d love to hear from you.

Why join us as a Financial Planner?

You might currently be working as a Financial Planner at a firm or thinking about moving your business – we know either way there’s a lot to consider and that’s why we invest significant time, effort and money into ensuring a smooth transition when you join our business.

Straightforward

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.

Grow your business

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.

Strategic support

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.

Structured processes

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.

Career progression

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.

Our standards

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.

Onboarding process

We’ll help you every step of the way.

01

INFORMAL CONVERSATION

02

MEETING THE TEAM

03

AGREE TERMS

04

JOIN MAGUS

05

TRANSITION TO MAGUS

06

GO LIVE

What happens next?

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.

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  • "When I joined Magus, the process was simple, straightforward and smooth. I was supported by the Magus team every step of the way. A business that goes from strength to strength – I’m really proud to be part of it."

    - ZAC GHADIALLY

    Chartered Financial Planner
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Join the Magus team in one of our client support roles

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.

COMPETITIVE SALARIES

GREAT BENEFITS

FLEXIBLE HOURS

TRAINING & SUPPORT

FAMILY CULTURE

FRIENDLY ATMOSPHERE

Why join Magus?

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.

Open positions

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 mail@maguswealth.co.uk

  • "I love the team spirit and positivity at Magus and that every member has an important role to play. Magus is expanding all the time – I’m excited to be part of the process and feel a real sense of involvement."

    - TRACEY THORPE

    Client Support Assistant
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A structured career path to becoming a Chartered Financial Planner

Client’s finances can be complex, and professional, well qualified Financial Planners are in demand. If you have a keen interest in the financial advice profession or a passion for financial planning, you could think about joining the Magus Academy as a Trainee Financial Planner, or join our client support or technical support teams.

Great opportunities currently open to join the programme in 2019

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.

The journey...

Becoming a first-class Financial Planner is hard work, but we’re here to provide you with all the guidance and support you need - so you stay focused and motivated right from the very start of your journey, though to when you become fully qualified.

PHASE 01

0-2 Months

Settle in to Magus

PHASE 02

By 6 months

Learning Client Support Assistant role and 1 exam completed

PHASE 03

By 1 year

Experienced Client Support Assistant and 3 exams completed

PHASE 04

By 2 years

Learning Client Support Manager (Paraplanner) role and 6 exams completed (Diploma)

PHASE 05

By 3+ years

You decide your career path, become a Chartered Financial Planner or stay in the Technical or Support teams

PHASE 06

Beyond 3 years

Ongoing support and development of your Magus career

  • "From my first meeting, it was clear that Magus was where I wanted to work. The processes, tools and team all focus on providing the best possible service and outcome for the client, whilst internally the support for training is of the highest level. I am really looking forward to contributing to the fantastic service that Magus offers."

    - ELIZABETH HOLLAMBY

    Magus Academy

     Lizzy has a keen interest in personal finance and a background in building and maintaining client relationships, making her the perfect match for Magus.
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Professional qualifications

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:

R01

Financial Services, Regulation and Ethics

R02

Investment Principles and Risk

R03

Personal Taxation

R04

Pensions and Retirement Planning

R05

Financial Protection

R06

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.

Building your career

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’.

We’re here to support you every step of the way.

Get in touch

Our contact details

Our Offices

Head Office:
Kingfisher House
Northwood Park
Gatwick Road, Crawley
West Sussex RH10 9XN
London:
Octagon Point
5 Cheapside, St Pauls
London EC2V 6AA
Phone: 0203 176 5888
Email: mail@maguswealth.co.uk

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