We want to be the best financial planning business in the region

To be that, we need the best team members to come and work with us. If you share our commitment to excellence, want to be part of a team that makes a difference to clients’ lives, while feeling supported in your own development and having fun, we’d love to hear from you.

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At Berry & Oak, we’re passionate about helping our clients achieve the life they want to live. We’re proud to say that we forge close relationships with our clients as we help them stay on track throughout their journey. If that sounds like your dream way of working, you’ll find this a very rewarding place to be.

As our business grows, we’re keen to build a team that’s driven by a desire to make a difference. We have fun, we enjoy our day together, but most of all we’re proud of what we do. It feels great to work in a highly collaborative environment where we gain encouragement and strength from each other, while striving to give greater value and service to our clients.

There are many benefits to a career at Berry & Oak including being a part of an award-winning, motivated and welcoming team, a wellbeing package, support with your professional development and exams and a highly collaborative and encouraging working environment. What’s more, you’ll be a voice that is listened to.

We’re a growing business, so even if there’s nothing to suit you here right now, we’re always keen to talk to the best talent and discover how we can work together, now or in the future.

If you’re interested in joining our team, send your CV with a few details about yourself and why you would make a great team member at Berry & Oak, to sarah.elson@berryandoak.com or write to Sarah Elson at:

Berry & Oak
Boston House
214 High Street
Boston Spa
West Yorkshire
LS23 6AD

Current vacancies

We’re currently looking for…

 

The Berry & Oak Graduate Programme

Applications for our 2023 Berry & Oak graduate intake are now now open.

We will be accepting applications until 6th March 2023 for our Graduate Programme starting in the summer of 2023. Click here to read more about the Berry & Oak Graduate Programme. If, having read that information, you would like to register your interest, please contact Sarah.Elson@berryandoak.com via email, or telephone on 01937 223 055.

 

Our latest client survey results

Four little reasons you’ll love working at Berry & Oak

It’s great work

Fantastic benefits

A caring focus

An amazing team

Awards

View all

CISI Accredited Financial Planning Firm™ of the Year Award 2022

New Model Adviser Top 100 - 2022, 2021, 2020, 2019, 2018

Women in Finance Awards – Financial Adviser of the Year - North East (Sarah Elson). Winner 2022

New Model Adviser Firm of the North Award. Winner 2022, 2021, 2020, 2019, Finalists 2018, 2017

Yorkshire Financial Awards – Financial Adviser Team of the Year. Winner 2022

Yorkshire Financial Awards – Financial Adviser of the Year (Andrew Elson). Winner 2022

Yorkshire Financial Awards – Director of the Year (Sarah Elson). Winner 2022

Professional Adviser Awards – Tax-Efficient Adviser of the Year. Winner 2021

Professional Adviser Awards – Adviser Firm of the Year – UK. Winner 2020

Professional Adviser Awards – Best Client Engagement (Advisers). Winner 2020, Highly Commended 2022, 2019

Professional Adviser Awards – Professional Adviser Firm of the Year – North East. Winner 2020, 2019, Finalists 2022, 2021

CISI Accredited Financial Planning Firm™ of the Year Award 2019

Yorkshire Financial Awards – Best Employer. Winner 2019

Retirement Planner Awards – Best Individual Pensions Advice Firm of the Year – The North and Scotland. Winner 2019, Finalist 2018

Investment Life & Pensions Moneyfacts Awards – Retirement Adviser of the Year. Highly Commended 2018

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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