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talent solution experts within financial planning and asset management

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unique and tailored solutions.

Combining proven recruitment methods with cutting-edge AI integration, we deliver exceptional results by harnessing the power of both tradition and innovation.

     
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our sectors.

Industry leading experts in talent acquisition.

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Though our business has evolved by integrating AI into our process, our approach remains resolutely unchanged.

A ring is a symbol of trust, and in business, it represents the trust that clients & candidates have in our company to deliver quality services.

A ring is a symbol of trust, and in business, it represents the trust that clients & candidates have in our company to deliver quality services.

A ring is a symbol of trust, and in business, it represents the trust that clients & candidates have in our company to deliver quality services.

latest vacancies

IFA Administrator

  • Bridgwater
  • £27,000 - £36,000 + bonus and benefits

We’re working with a highly successful, boutique financial planning practice based in Burnham-on-Sea, who are looking to welcome an IFA Administrator into their friendly and close-knit team. Th...

Trainee Financial Adviser

  • Guildford
  • £38,000 - £45,000

We’re working with a growing boutique wealth management firm seeking to appoint an ambitious individual with financial planning experience and RO exams, who is looking for a clear and structured pathw...

Paraplanner

  • Woking
  • £52,000 - £63,000 + Bonus and benefits

An excellent opportunity has arisen for an experienced Paraplanner or Senior Paraplanner to join a well-established and growing Financial Planning firm in Woking. With a team of around 30 prof...

Paraplanner

  • Alton
  • £50,000 - £60,000 + Bonuses and company benefits

An exciting opportunity has arisen for an experienced Paraplanner to join a highly successful, boutique Financial Planning practice. Working within a close-knit team of around six, this is a rare c...

Paraplanner – 1 day in the office

  • Bristol
  • £42,000 - £47,000 + Bonus and benefits

An exciting opportunity has arisen for an experienced Paraplanner to join one of the UK’s leading Financial Planning and Wealth Management firms. This role offers excellent flexibility, with just 1...

Paraplanner – 1 day in the office

  • Guildford
  • £40,000 - £47,000 + Bonus and benefits

An exciting opportunity has arisen for an experienced Paraplanner to join one of the UK’s leading Financial Planning and Wealth Management firms. This role offers excellent flexibility, with just 1...

Paraplanner

  • Bristol
  • £40,000 - £47,000 + Bonus and benefits

An outstanding opportunity has arisen to join one of the most respected and well-established Financial Planning firms in the South West. Opportunities within this organisation are extremely rare due t...

IFA Administrator - Hybrid Working

  • Bournemouth
  • £25,000 - £33,000 + Bonus, benefits and hybrid working

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they...

IFA Administrator - Hybrid Working

  • Fareham
  • £25,000 - £33,000 + Bonus, benefits and hybrid working

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they...

Paraplanner

  • Lancashire, Greater Manchester, Bolton, Lancashire
  • Negotiable

Paraplanner - St. James’s Place Partner Practice Bolton | Hybrid Working Available Salary Negotiable Depending on Experience & Qualifications An established and highly respected Partner Pract...

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