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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

Paraplanner Team Leader

  • Bristol
  • £55,000 - £65,000 + bonus, benefits and hybrid working

We are working with a growing and highly successful financial planning business that is looking to appoint an experienced Paraplanning Team Leader to lead and develop their technical team. This is...

IFA Administrator

  • Alton
  • £28,000 - £35,000 + discretionary bonus, strong benefits and hybrid working

We are working with a highly successful and fully independent financial planning business with an excellent reputation within the industry. The organisation has built a strong name for the quality of ...

IFA Administrator

  • Fareham
  • £28,000 - £35,000 + discretionary bonus, strong benefits and hybrid working

We are working with a highly successful and fully independent financial planning business with an excellent reputation within the industry. The organisation has built a strong name for the quality...

Financial Planner

  • Birmingham, Birmingham
  • up to £100,000 plus benefits and bonus

Financial Planner Location: Birmingham Salary: Up to £100,000 plus bonus and excellent benefits An established, highly respected wealth management firm is looking to appoint an experienced Fina...

Senior Financial Planner

  • Poole
  • £70,000 - £98,000 + up to 30% bonus and company benefits

We are delighted to be working with an established financial services business to recruit a Senior Financial Planner to join its Financial Planning team. This is a senior, client-facing opportu...

Senior Financial Planner

  • Salisbury
  • £70,000 - £98,000 + 30% bonus and company benefits

We are delighted to be working with an established financial services business to recruit a Senior Financial Planner to join its Financial Planning team. This is a senior, client-facing opportu...

IFA Administrator

  • Bradford-on-Avon
  • £25,000 - £32,000 + bonus and company benefits

An excellent opportunity has arisen for an IFA Administrator to join a highly regarded, Chartered financial planning and wealth management practice based in Bradford-on-Avon. This is a business tha...

Administrator – Financial Services

  • Exeter
  • £25,000 - £31,000 + bonus and strong company benefits

An exciting opportunity has arisen for an Administrator to join one of the UK’s leading financial planning companies, based in a fantastic central Exeter location. This is an excellent opportun...

Paraplanner - Senior Client Manager

  • Cheshire, Northwich, Warrington
  • up to £50,000 plus company benefits and bonus

Senior Client Manager - Client Facing Paraplanner Warrington, Cheshire | £40,000–£50,000 plus discretionary bonus and excellent benefits You’ve built the technical knowledge. You understand what...

Administrator – Financial Services

  • Bristol
  • £27,000- £35,000 + Bonus and company benefits

We are working with a highly successful and rapidly growing financial services business to recruit an additional Financial Services Administrator to join their Bristol team. This is an excellen...

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