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Careers at Wealth Matters

At Wealth Matters, we’re committed to not only being the best financial planning firm for our clients, but also a great place to work. We take pride in investing in our staff, nurturing them to develop their careers and grow with us.

We’re always looking for the right people to help us on our mission to secure financial freedom for our clients and change their lives for the better.

Current vacancies


We do not currently have any vacancies available. Please check back in the future.

Future vacancies


Financial Services Trainee


We are always looking for impressive graduates who want to take the next step in their financial career in a company that champions professional development. If you are looking to grow within a well-established wealth management firm that’s committed to providing excellent service to clients and a flourishing work environment then we want to hear from you.

Find out more below and you can submit your CV and cover letter to us here.

Learning for Life training programme

If you’re a graduate or looking for a career change, our Learning for Life programme can help you get the qualifications and skills to excel in a financial planning career.

Learning for Life is a four-year pathway to becoming a fully qualified Financial Planner or Paraplanner. It’s a great opportunity to learn while you work alongside the experienced team at Wealth Matters, advancing your career and salary as you progress throughout your training.

Over those four years, you’ll get to know the ins and outs of financial planning through on-the-job learning and structured study. It’ll be a challenging but rewarding journey – one that can set you up with a career for life.

“I’m incredibly proud to have built a team of some of the most qualified financial planners in the country…. I’m excited about welcoming more talented people into this fantastic industry and helping them reach their full potential. We hope successful trainees will stay with us for many years, helping us expand the team and support our growth while bringing their own unique skills to us.”

– Julian Gilbert, Director and Founder of Wealth Matters


Want to know more about how you can fast-track your career in financial planning?

Download our 'Learning for Life' brochure

Our team talks

We asked some of our team members why they like working for Wealth Matters – here’s what they said.

“I enjoy working at Wealth Matters as people here care about me as a person and about my professional growth. The team I look after work well together to produce the necessary results.”

– Carmen Bacaoanu ASCI, Head of Paraplanning


Want to know more about how you can fast-track your career in financial planning?

Download our 'Learning for Life' brochure

Why work for Wealth Matters?

Living our values: excellence, optimism and passion
One of only 67 Accredited Financial Planning Firms™ in the UK, Wealth Matters holds the gold standard of professionalism and quality. We’ve also been voted a top 100 Financial Planning Firm for 4 out of the last 6 years by New Model Adviser.


Investing in our people
We recognise that our team is what drives our business and why our clients stay with us for generations. That’s why we’re committed to continuing to help all staff become even more skilled and qualified as they grow their career with us.


Dedicated to diversity
We make sure opportunities for career progression are open to everyone and we’re fully committed to building a leadership team that promotes inclusion. We’ve signed up to the HM Treasury’s Women in Finance Charter to help build a more balanced and fair industry, and now have an even gender balance on our senior team.


Outstanding team in an accessible location
As a close-knit team that cares about the wider community, we’re proud to support some great charitable causes through sponsorship, donations and volunteering work. And with a head office in Luton, we’re within easy reach of the capital and surrounding area.

Want to join us?

If you think you’d be a good fit for Wealth Matters, contact us to talk through your options. Whether you already have financial services experience or are looking to get started in this life-changing industry, we’d love to hear from you.

If you have any queries or would like to apply for the training programme, please email us at

Meet Our Team
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