Our Values

At Ermin Fosse Financial Management, we are committed to providing first-rate, truly independent financial advice that results in lasting solutions for individuals and businesses alike.

Our core values – focusing on expertise, service and integrity – define how we run our business and how we treat you as a client. We work to ensure that any providers we recommend also share our vision and values

Kellands

Our core values and what they mean to us

Expertise

Financial advisers are employed for their skill in putting together an effective financial plan, drawing on their knowledge of complex taxation law, providing insight into current investment and protection products and identifying potential risks and opportunities. 

At Ermin Fosse, we understand that our clients rely on us to make life-changing decisions. That’s why we ensure our training goes above and beyond. By regularly attending industry events, carrying out research and immersing themselves in the financial services sector, our advisers and support staff ensure they have the skills and knowledge to deliver first-class financial planning advice.

Service

At Ermin Fosse, we deliver a proactive, personalised service that aims to exceed your expectations. 

Alongside your dedicated financial adviser, you will have your own administrator who will be on hand to help with any day-to-day matters. And whether you prefer to communicate by email, phone or post, we’ll ensure you’re always fully informed. 

Integrity

We understand that employing a financial adviser is a big step and takes a huge amount of trust. To allow someone else knowledge of your affairs, detailing your finances and ambitions is not easy. It is therefore imperative that we demonstrate the highest levels of integrity.

This means:
-    A clear, transparent and fairly priced charging structure with no hidden, bundled or surprise fees.
-    Protecting your assets. While we cannot offer protection against your investments underperforming, it is important to us that your money is protected should anything happen to those managing it. We undertake high levels of due diligence, continually monitoring the financial strength and service levels of the companies we deal with on your behalf. We keep your details confidential, only sharing with those we have to. 
-    Providing solutions that are in your best interests, not ours. This means maintaining a high level of independence and recommending solutions that are right for you. High levels of internal compliance help to back this up.

We always ask ourselves:  “If I were in the position of this client, would I take my advice?”.  

Careers at Ermin Fosse

Paraplanner

Location: Cirencester

An exciting opportunity to join a growing, dynamic and forward thinking financial planning firm based in Cirencester.

Who are we looking for?
A true Paraplanner with energy and passion! To us, that means someone who:

  • Is not just a report writer
  • Genuinely wants and likes the job and believes in what they’re doing
  • Will make a contribution not just to the role but to the wider team
  • Has the skills to do an excellent job and understands the industry

Does this sound like you?

View job description >>

To apply please send your CV to info@erminfosse.co.uk. No agencies please.

Practice Manager

Salary: £45,000 to £52,000 dependent on experience

Location: Cirencester

The opportunity to join a passionate, friendly and ambitious team based in the heart of Cirencester with the chance to develop this new role in your own image and with external support.

Who are we looking for?
A leader with a passion for both people and processes. To us, that means someone who:

  • Believes in financial planning and the difference it can make to people’s lives
  • Is able to act as an integrator between the Partners and the rest of the team bringing our vision to life
  • Has the skills to do an excellent job and ability to understand the technicalities involved within our industry
  • A creator and implementer of processes and procedure with a knowledge of IT,compliance, finance & marketing
  • An excellent team leader who helps individuals to realise their potential

Does this sound like you?

View job description >>

To apply please send your CV to info@erminfosse.co.uk. No agencies please.