We’re a different type of employer.

To help us deliver our objectives and achieve our ambitious goals we need
the highest calibre of employees. In keeping with our “refreshingly simple” philosophy when working with clients, our approach to how we look after
our team at Murphy Wealth mirrors this.

We believe that valuing our employees equates to a highly performing, happy team who are committed to doing the best they can for us. We genuinely believe that Murphy Wealth is a great place to work and we are committed
to being an employer of choice.

We are based in a modern, city centre office with excellent facilities and offer competitive salaries. Together with excellent terms and conditions including
a generous holiday entitlement, we also offer an exciting reward package.
We truly value the wellbeing of our people and believe that a healthy work-life balance helps motivate our team and ensures that they always strive to deliver the best for our clients.

We have a range of roles from Wealth Advisers to Operations and Client Managers. Do you have what it takes to be part of the Murphy Wealth family?

Contact us for more information about roles that we have or to tell us what you can bring to our team.

Current Vacancies

Have you recently or are you about to graduate? Are you keen to gain experience in a dynamic and stimulating wealth management or finance environment?

We are looking for bright minds to join our team and be part of the financial services and investment world.

This is a fantastic opportunity to join our flexible programme which will provide successful applicants an opportunity to gain valuable experience across
a range of areas within wealth management.

 

During the two-year programme you will:

  • Gain ‘hands on experience’.
  • Spend time in each area of business.
  • Be assigned a mentor who will support you through the programme.
  • Participate in internal and external training.
  • Take sponsored exams.

 

Entry Requirements

To participate in our programme, you will need:

  • To have or be on target to achieve a minimum 2:1 degree in BA (Hons) Finance, Investment and Risk.
  • The right to work in the UK.

 

Key Competencies

  • Business focus: It’s important to us that our employees have a genuine interest in business, finance and commercial issues. We really want people to be passionate about the business world.
  • Making a positive impact: To make an impact with colleagues and clients you must be able to communicate confidently and clearly – both verbally and in writing. You also need to be able to adapt your style to meet the needs of different audiences.
  • Team working: Teamwork is a big part of what we do to achieve our objectives. Whichever area of our business you join, you’ll work as part
    of a team on a regular basis. We’re looking for people who enjoy sharing ideas and discussing issues and who value the input of other team members.
    Client contact is a big part of what we do, so being able to build
    a relationship is also crucial.
  • Leadership: Positive leadership is not about telling people what to do, instead it’s about being prepared to take the lead where necessary and having the ability to provide positive and constructive feedback. At Murphy Wealth, we are committed to our core values and look for others to lead
    by example.
  • Problem solving: Problem solving is about considering and evaluating
    all relevant factors and then making decisions based on your conclusions. We are strong problem solvers who have the ability to identify and use the appropriate methods or techniques to arrive at the best solution.
  • Task management: To meet deadlines and work commitments you will need to be able to plan, prioritise and prepare in advance so that you work effectively and achieve objectives.
  • Drive and resilience: We’ve all faced challenges or experienced setbacks. What is important is how we react to these setbacks and keep motivated in difficult situations. The work place is no different and there will be times when you are facing an obstacle and have to work under pressure.

 

Programme

We will provide exceptional training and structured development, and although initially a two year programme, we hope that successful trainees will have a future with us. Which will include:

  • Financial Services Administration.
  • Investment due diligence.
  • Support to CII Diploma Level 4.
  • Detailed cash flow modelling.
  • Advisory sales.
  • Client relationship building.
  • Business development.

Our ultimate aim for our graduate trainees is to achieve Chartered Financial Planner (under the Personal Finance Society) and Chartered Wealth Manager (under the Chartered Institute of Securities and Investment) status.

Once qualified you will be able to advise clients on a wide range of personal matters, including the ongoing management of their investment portfolios.

Over time you will build a portfolio of your own clients and advise them in all areas of working to ensure their overall needs are met.

 

Job Role

  • Strong understanding of the financial planning advice process and Murphy Wealth internal systems and processes.
  • Develop the skills needed to work with clients on a daily basis.
  • Design client presentations.
  • Prepare client advice reports.
  • Information assimilated.

 

Person Spec.

We are looking for people who can bring something special to our company and who have distinctive qualities. You must be driven, think creatively, embrace challenges and be able to solve complex problems.

 

To Apply

In no more than 500 words please write to team@murphywealth.co.uk stating why you want to join Murphy Wealth and what skills, experience and knowledge you feel would be of benefit to our team.

Applications must be submitted by Friday 25 May 2018 with initial interviews held week beginning 4 June 2018.

We look forward to hearing from you!

Over the last 40 years we have built a reputation based on quality, progression and innovation. Our unique approach, together with a loyal and diverse client portfolio, a talented team and dynamic career opportunities makes the Wealth Manager role at Murphy Wealth a fantastic opportunity
for someone who shares our values.

We are looking to add a qualified Financial Adviser to our rapidly growing Wealth Management team where you will be responsible for advising high net worth individuals and entrepreneurs - in all areas of their wealth management affairs. This will include offering holistic and sophisticated advice across all areas of financial planning and working with our close community of professional partners to deliver the best outcomes
for clients.

This exciting role involves more than simply advising clients. Our Wealth Managers work closely with our Client Managers and Administration Team enabling them to dedicate their time to developing and enhancing new existing client relationships. Applicants should be a minimum of Diploma qualified but ideally Chartered. We are looking for a forward thinking, creative individual who is driven to develop themselves and to change how financial advice is delivered to clients.

As part of the Murphy Wealth team you will be expected to fully commit
to the culture and goals of the business working with colleagues to achieve
the business goals.

In return we will invest in your training and development and will ensure you follow a tailored training programme to support you in your day to day role from day. As part of this you will be expected to undertake study and development with a view to progressing through the Company including the completion of any agreed relevant financial or other professional qualifications.

To apply, send your CV and a covering letter outlining what you can bring
to our team to team@murphywealth.co.uk

We look forward to hearing from you!

Our unique approach, together with a loyal and diverse client portfolio,
a talented team and dynamic career opportunities makes the role of Client Manager at Murphy Wealth a fantastic opportunity for someone who shares our values. This role is an expansion of what would be commonly known
as a paraplanning role. Our Client Managers are required to have a core understanding of paraplanning, but this role is far more than this. We envisage this developing further into a client facing position where the Client Manager will take a more prominent role particularly in the review process.

We are looking for a forward thinking, creative individual who is keen on client interaction and developing themselves as much
as developing how financial advice is delivered to clients.

As part of the Murphy Wealth team you will be expected to fully commit
to the culture and goals of the business working with colleagues to achieve
the business goals.

 

The key functions of the role would include:

  • Relationship building including liaising with clients by telephone,
    letter and email.
  • Together with an Adviser attend client meetings, ensuring active participation and delivery of advice to clients.
  • Adapting, if necessary, cash flow models during live client meetings.
  • Taking full responsibility for client files and IT records throughout the advice and review process.
  • Ensuring accurate recording of client data solutions.
  • Full analysis of clients’ requirements enabling development and ownership of the cash flow models.
  • Responsibility for building and adapting a model that is core to the financial plan for the client. 
  • Working closely with administrative staff to ensure appropriate client records are completed and updated as necessary.
  • Delivery of creative advice presentations to clients (rather than traditional lengthy reports) ensuring delivery is clear, concise and compliant.
  • Completion of concise, accurate and client focused financial planning reports to fairly reflect the presentations and client discussions that have taken place.
  • Maintain up-to-date knowledge of the industry, compliance and regulatory developments.
  • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside
    of the organisation. 

 

Knowledge, Skills and Experience

  • Chartered Financial Planner status (preferred).
  • A minimum of a Diploma in Financial Planning.
  • A minimum of 4 years industry experience in a similar role.
  • Excellent administrative, research, report writing and communication skills.
  • Well-developed and demonstrable analytical skills.
  • Confident in preparing presentations and reports.
  • Ability to explain financial terminology in plain English.
  • High attention to detail and accuracy.
  • Professional and ethical.
  • Ability to manage time and organise effectively.
  • Ability to work effectively using own initiative.
  • Ability to work collaboratively as part of a team.
  • Flexible and adaptable approach to working.
  • Excellent people, interpersonal and listening skills.
  • High level of customer service.

 

To apply, send your CV and a covering letter outlining what you can bring
to our team to team@murphywealth.co.uk

We look forward to hearing from you!

Contact Us