Three graduates kick off financial planning career with Bury firm

After 14-month FAS programme

clock • 1 min read

Bury-based financial planning firm Financial Options Group has set three graduates' careers in financial planning up-and-running after they completed their Financial Advice Diplomas (DipFA).

Jennifer Loftus, Lauren Maudsley and Kate Purcell were offered the roles at the financial planning firm after completing a study programme over the course of 14 months with Quilter's Financial Adviser School (FAS).  The job will enable the new graduates to offer financial advice to UK clients while beginning their new roles as professional financial planners. Financial Options Group, which is an appointed representative of Intrinsic, has been running for more than 20 years and advises more than £500m of assets for in excess of 5,000 clients. Quilter's advice school rebrands and beg...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Net flows remain positive at £345m

Isabel Baxter
clock 08 May 2025 • 2 min read
SJP complaints skyrocket as CMCs target clients

SJP complaints skyrocket as CMCs target clients

Ahead of historic advice review

Isabel Baxter
clock 07 May 2025 • 3 min read
M&A-hungry My Pension Expert enters £25m refinancing deal

M&A-hungry My Pension Expert enters £25m refinancing deal

Follows Tenet&You buy last year

Jen Frost
clock 29 April 2025 • 2 min read