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 firstname.lastname@example.org or write to Sarah Elson at:
Berry & Oak
214 High Street
We’re currently looking for…
- A Client Services Administrator – click here for more details
- Senior Paraplanner – click here for more details
- Experienced Paraplanner – click here for more details
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
Join us and you’ll have the thrill of working with our clients to achieve big important goals and help change their lives. What’s more, you’ll be able to sharpen your skills constructively through feedback, and celebrate individual and company achievements. This is where you can bring together what you’re passionate about and what you do best, to create your dream job.
You’ll have plenty of time to achieve your own life goals due to our generous holiday allowance. And of course, you’ll be rewarded with a competitive salary, bonus scheme and benefits package in return for the skills that you bring to the team. You’ll also get to join us on our incentive trips, which in the past have included Dublin, London, Berlin and Madrid.
A caring focus
If you’re positive, caring and enjoy helping others, you’re our kind of person. We handle our recruitment process with care and only recruit people who are deeply talented, extremely competent and share our values. As a member of our team you’ll be highly valued, respected and encouraged to be the best that you can be.
An amazing team
At Berry & Oak, we’re incredibly proud of our team. They’re all great people that you will like, respect and want to hang out with after a day’s work. You’ll be guided by clear direction and led by competent, engaging managers who seek your best interests as well as those of the team. You’ll also get to work collaboratively with your teammates on projects, while enjoying plenty of time to focus on your responsibilities.
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.