Join Our Team

Build Your Career at
Step By Step Financial

We're growing and we're looking for passionate, driven people to join us on our mission to make financial advice accessible to everyone.

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Why Work With Us?

We invest in our people. Here's what you can expect when you join the SBS family.

Supportive Culture

A friendly, inclusive team where everyone is valued and supported to do their best work.

Collaborative Team

Work alongside experienced advisors and admin staff who are passionate about helping clients.

Flexible Working

Hybrid and remote options available depending on role, with offices across the UK.

Open Roles

Don't see the right role? Send us your CV anyway — we're always looking for great people.

Mortgage & Protection Advisor

Full-timeSelf-employedRemote

Advise clients on mortgage and protection products suited to their needs. CeMAP qualified preferred.

Protection Advisor

Full-timeSouthampton / Remote

Help clients protect their families and assets with the right insurance solutions.

Client Support Administrator

Full-timeSouthampton / Remote

Support advisors with case management, client communication, and document processing.

Marketing & Content Executive

Part-time / FreelanceRemote

Create engaging content across social media, email, and web to grow our brand.

Don't see your role listed?

Send your CV to us and we'll keep it on file for future opportunities.

info@sbsfinance.co.uk

Important Information

Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for arranging a mortgage and the precise amount will depend on your circumstances i.e credit history, employment record.
This will typically be £395 for purchases, remortgages £199 and we will not charge for a Product Transfer.
We will provide you written confirmation of your fee prior to the commencement of any chargeable activity.

Step By Step Financial Solutions

Award-winning mortgage and protection advisors helping you achieve financial stability, step by step.

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    © 2026 Step By Step Financial Solutions Ltd. All rights reserved.

    There may be a fee for arranging a mortgage and the precise amount will depend on your circumstances i.e credit history, employment record.
    This will typically be £395 for purchases, remortgages £199 and we will not charge for a Product Transfer.
    We will provide you written confirmation of your fee prior to the commencement of any chargeable activity.

    Your home is at risk if you do not keep up repayments on a mortgage or other loan secured against it.

    Step by Step Financial Solutions Ltd is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority.
    We are entered on the Financial Services Register under firm reference number 780408.
    Step By Step Financial Solutions is registered in England and Wales under company number 08946989 at registered address Unit 314, Solent Business Centre, 343 Millbrook Road West, Southampton, SO15 0HW.

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