Join the Berry & Oak team

At Berry & Oak, we’re passionate about helping our clients achieve the life they want to live, through highly tailored and independent financial planning advice. And we’re proud to say that we forge really 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.

See if you share some of our Core Values


We don’t rest on our laurels and we never stop learning. We seek to continually improve our service and proposition to create even more value for our clients.


We create interactions, services and experiences with an extremely high level of excellence and attention to detail.


We tell the truth, taking responsibility for our mistakes and failures, and we honour our commitments, even when it is difficult, expensive or inconvenient.


We treat others as we wish to be treated ourselves, and all have respect for each other and our clients.


All of the team are genuine, caring people that work together and help each other, which makes the office a fun place to work.


We believe we work in the best company on the planet! We spontaneously spread that enthusiasm about our company and our brand to each other, our customers, and our audience.

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.
Fantastic benefits
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.

We’re currently looking for…

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 or write to Sarah Elson at:

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

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If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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