A private wealth management firm dedicated to nurturing and protecting our clients’ wealthDownload Brochure
Join our team
Why join us as a Financial Planner?
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.
Ready to take the next step? Get in touch
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.
I feel very much part of the Magus family and I’ve been really impressed by the team and the absolute focus and attention to detail. Everyone here is very experienced, highly knowledgeable and dedicated to providing the very best client service.
The planning process is definitely not a one-person operation at Magus. We have a fantastic technical and administration team allowing us to provide a tailored service based on the different personal needs and aspirations of our individual clients.
Client Support Team
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.
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.
I very much enjoy building relationships with our clients and working as a team – client satisfaction is somehow engrained in me.
It takes a little time to settle into a new role and company, but the team at Magus made me feel very welcome right from the very start. I am enjoying being part of the ‘Magus Family’ and working in a team which is so client focused.
A structured career path to becoming a Chartered Financial Planner
Great opportunities currently open to join the programme in 2019
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.
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.
I wanted a career path, something I could get my teeth into and a challenge that put all my skills to their very best use. As soon as I heard about the Magus Academy, I knew I wanted to be part of it. From the moment I joined the business, I’ve felt right at home and I’ve been made to feel very welcome. I’m really excited about my future here at Magus.
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:
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.