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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

Practice & Operations Manager

  • Cheshire, Cheshire East
  • up to £45,000 plus company benefits and bonus

Practice & Operations Manager £40,000-£45,000 | Hybrid Working | Sproston, Cheshire An exciting opportunity has arisen to join a growing boutique Financial Planning firm as their Practice & Oper...

Financial Planning File Reviewer

  • up to £50,000 plus bonus and benefits

File Reviewer  UK, Home based - up to £50,000 plus benefits  About the job An exciting opportunity has arisen with one of the UK's fastest-growing national wealth management firms. Following ...

File Review Officer - Home Based

  • Bristol, Exeter, Gloucester, Oxford, Plymouth, Southampton, Cardiff, Bournemouth, Bracknell Forest, Cheltenham, Fareham, Poole, Reading, Taunton, Guildford, Swindon
  • £40,000 £50,000 + bonus and company benefits

An exciting opportunity has arisen for an experienced File Review Officer to join a rapidly growing, national financial planning firm as part of their expanding Compliance & T&C function. This ...

Trainee Financial Planner

  • West Midlands
  • around £30,000 - negotiable depending on experience

Trainee Financial Adviser Location: Hagley, West Midlands Salary: £30,000 An established independent financial planning practice in Hagley is looking to appoint a Diploma-qualified (or nearly q...

Senior Paraplanner

  • Trowbridge
  • £50,000 - £60,000 + Bonus and benefits

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, fully independent financial planning practice based in Trowbridge. This established and successfu...

Paraplanner

  • Cheltenham
  • £48,000 - £55,000 + Bonus and benefits

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the mark...

Paraplanner

  • West Midlands
  • up to around £55,000 plus benefits and bonus (potentially negotiable)

Sutton Coldfield | Hybrid (3 days per week) Up to £55,000 An excellent opportunity has arisen for an experienced Associate Financial Planner (Paraplanner) to join one of the Midlands' most highly ...

Financial Planner (Private Clients)

  • West Midlands, West Midlands
  • up to £100,000 plus benefits and bonus

Financial Planner (Private Clients) Sutton Coldfield | Hybrid (3 days per week) £80,000 - £100,000 (Negotiable depending on experience) An outstanding opportunity has arisen for an experience...

Financial Planner

  • Cheshire, Warrington
  • £50,000 plus 25% bonus on all fee income over 3 X Salary

Independent Financial Advisor (IFA) Location: Warrington Area (Remote role with local client meetings) Salary: £50,000 per annum plus bonuses About the Opportunity We're recruiting on beha...

Financial Planner

  • West Midlands, West Midlands, Solihull
  • £50K plus Bonuses (OTE - £70 to £90K)

Independent Financial Advisor (IFA) Location: Solihull Area (Remote role with local client meetings) Salary: £50,000 per annum plus bonuses About the Opportunity We are recruiting on behal...

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