Work With Us

We are currently recruiting for the following roles, If you are interested in joining our small and hard-working team, email us with your CV and covering letter to nicky@lexingtonwealth.co.uk.

Practice Manager

(£45,000-£50,000 depending on experience and qualifications)

Are you looking for a new and exciting opportunity in practice management? Would you like to play a key role in running the award-winning practice?

About Lexington

Based in Wiltshire, Lexington Wealth Management is an independently owned, family-run financial planning practice. We specialise in the provision of comprehensive financial advice and wealth management services to a select number of private clients.

Our clients are individuals and business owners, either approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they’ve worked hard for. They appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on personalised service.

Lexington strives to be the best in its class. This is why our Managing Director, Warren is a Fellow of the Chartered Institute for Securities and Investment, a past Certified Financial Planner of the Year, a panel judge for the financial planner of the year awards, and a committee member of a local CISI branch.  Our hard work is often recognised, for example in 2019 Lexington won the prestigious David Norton Building Excellence Award

If you are interested in helping us continue to excel at delivering an outstanding financial planning service to clients, please read on!

About the Applicant

This is an exciting opportunity for an experienced team leader and practice manager, who is passionate about people and processes.

  • You will have experience of creating and implementing business processes and procedures with clients and operational efficiency in mind.
  • You will need to be flexible in your approach and have the clients best interests at the forefront of your mind at all times.
  • You will need to be an excellent team leader, who can inspire, coach and encourage the team to be the best they can be.
  • You will be an experienced project manager with excellent organisational skills and personal discipline.
  • You will be an excellent communicator.
  • Ideally, you will have a good understanding of the financial services industry and regulatory requirements.

For further details, please click here to read our full job description.

What’s On Offer

A competitive salary (£45,000-£50,000 depending on experience and qualifications) and plenty of additional benefits, including:

  • 23 days holiday, plus additional 3 days between Christmas and New Year
  • Birthday Bonus Day
  • Death in Service
  • Wellbeing voucher £50 per month
  • Workplace Pension Scheme with a 9% employer contribution
  • Rural location with ample free parking

How to Apply

If you would like to apply for this position then please email nicky@lexingtonwealth.co.uk with a copy of your CV and let us know what you think the key ingredients are to running an award-winning financial practice.