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We Are

A new generation Financial Planning firm with a strategy to develop a regional presence in the Midlands from our existing offices in Nottingham and Kenilworth.

Pioneering a comprehensive, life-centered planning service that will sit at the heart of our client proposition.

A business built on the solid foundations of an expert support team of administrators and paraplanners, a solid back office system and rigorous financial controls.

A team of people who have created Riverfall together and are proud of the way in which we combine a serious and professional service with a relaxed and pleasant working environment.

A Strategic Partner of the Intrinsic network, giving us the resources and backing of the UK’s largest adviser network, whilst allowing us to concentrate on what we do best, which is to provide expert face to face advice to clients with complex financial needs.

You Are

  • A Financial Planner who believes that the future of our profession lies in delivering a comprehensive life-centered planning service that has the potential to change your clients’ lives.
  • An experienced user of cash-flow modelling and an expert at demonstrating its value to your clients.
  • A respected professional who is already a Chartered/Level 6 Financial Planner or ambitious and determined to be qualified to this level in the near future.
  • Somebody who believes in developing long term relationships with clients and always puts their interests first.
  • A person who brings positive energy to a team environment.

Looking For

  • A role where you can develop and express your passion for ‘real’ financial planning.
  • A firm that understands most client value is created in the first phases of understanding your client and modelling their current and future situations.
  • A creative environment where new ideas and ways of thinking are always welcomed.
  • A role that allows you to spend more of your time on finding solutions for your clients and less on administration and compliance.
  • A brand and a business that has meaning and reflects your own professional and personal values.

We Can Offer

  • Clients with complex financial needs that want to work with people like you.
  • A competitive basic salary with additional rewards for developing business above a minimum level.
  • An expert paraplanning and administration support team.
  • A comprehensive client proposition that offers ‘best of market’ solutions to clients whatever their financial challenges may be.
  • The opportunity to play a leading role in shaping the development of a dynamic and ambitious business.

Our Values

The personal values that we use to choose who we recruit, how we work together and the experience we give to our clients.

  • Trust – The most important thing our clients are looking for, they must always have total confidence that we will only ever act in their best interests.
  • Reliability – We do what we say, when we promised it and we do it right first time.
  • Creativity – New ideas, fresh thinking, open minded collaboration, there is no problem that does not have a solution if you look hard enough.
  • Teamwork – We work together to make the most of our own talents, share our challenges and successes and deliver the best possible outcome for our clients.
  • Pride – We are proud of the firm we have created together, the work that we do and that we make a real and positive impact on our clients’ lives.