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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

Financial Planning Administrator

  • Exeter
  • £27,000 - £34,000 + Bonus and benefits

We are working with a highly regarded, independent Chartered Financial Planning firm in Exeter who are looking to appoint a Financial Planning Administrator to join their friendly and growing team. ...

EB Administrator

  • Warwickshire, Coventry, Warwickshire, Coventry, Solihull
  • up to around £35,000 plus benefits

Employee Benefits Administrator Meriden, West Midlands, Hybrid £30,000 to £35,000 plus benefits We are working with a well-established, boutique firm of Chartered Independent Financial Advise...

Office Manager - Financial Planning

  • Truro
  • £35,000 - £45,000 + Bonus and benefits

We are working with a multi award winning, national financial planning organisation to recruit an Office Manager. Our client is a market leading business with offices across the UK; they have grown su...

IFA Personal Assistant / Office Manager

  • Leeds, Wakefield, West Yorkshire, Wakefield
  • around £40,000 plus company benefits

Personal Assistant / Office Manager Wakefield, Predominantly office-based Circa £40,000+ depending on experience 25 days’ holiday plus bank holidays | Private health insurance An establish...

Paraplanner - Hybrid Working

  • Basingstoke and Deane
  • £40,000 - £50,000 + Bonus and benefits

Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry. Due to continued growth, they are looking to recr...

Junior Paraplanner - Hybrid Working

  • Basingstoke and Deane
  • £30,000 - £37,000 + Bonus and benefits

Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry. Due to continued growth, they are looking to appo...

Financial Planning Administrator

  • Edinburgh, Edinburgh
  • up to £32,000 plus bonus and benefits

IFA Administrator Edinburgh Salary up to £32,000 plus benefits We are working with one of Scotland’s fastest-growing financial planning businesses to recruit an experienced IFA Administrator fo...

Paraplanner

  • City of London, London
  • £45,000 to £55,000

Paraplanner - Boutique Wealth Management | London | Up to £55,000 London (hybrid — 3 days office, 2 days home) £45,000 – £55,000 plus bonus and benefits The firm A small, h...

Paraplanner

  • Greater London, City of London
  • £48,000 to £58,000

Fast-Growth Financial Planning Startup Title: Paraplanner - Fast-Growth Planning Firm | London | Up to £58,000 Location: London (hybrid - flexible, roughly 2–3 days office) Salary: £48,000 - £58...

Paraplanner to Junior Adviser

  • City of London, London
  • £38,000 to £45,000

Paraplanner to Junior Adviser - London Title: Paraplanner to Junior Adviser | Clear Route into Advice | London | Up to £45,000 Location: London (hybrid) Salary: £38,000 – £45,000 plus bonus, ful...

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