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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

Trainee Financial Planner

  • Newcastle-upon-Tyne, Newcastle upon Tyne, Newcastle
  • up to £50,000 plus benefits and bonus

Trainee Financial Planner (Paraplanner to Adviser Pathway) Hybrid | Newcastle Salary up to £50,000 plus bonus and benefits A leading national wealth management firm is recruiting a Trainee Fina...

Investment Administrator

  • Tyne and Wear, Newcastle-upon-Tyne, Tyne and Wear, Newcastle upon Tyne, Newcastle
  • up to £32,500 plus benefits and bonus

Investment Administrator Location: Newcastle upon Tyne Salary: Up to £32,500 + excellent benefits Working pattern: Full-time, office-based during probation (6 months), then hybrid (2 days WFH per...

IFA Administrator

  • Trowbridge
  • £25,000 - £31,000 + Bonuses and benefits

We are working with a well-respected, Chartered Financial Planning and fully independent financial planning practice based in Trowbridge. They are seeking a proactive and organised IFA Administrator t...

T&C Officer

  • Cheshire, Cumbria, Derbyshire, Herefordshire, Lancashire, Leicestershire, Lincolnshire, Merseyside, Norfolk, Northamptonshire, Northumberland, Nottinghamshire, Oxfordshire, Shropshire, Staffordshire, Tyne and Wear, Warwickshire, West Midlands, Worcestershire, Yorkshire, Birmingham, Bradford, Cambridge, Coventry, Derby, Hereford, Lancaster, Leeds, Leicester, Lichfield
  • up to £60,000 plus company benefits

T&C Officer - Financial Planning (Remote, UK) Up to £60,000 | Remote role with UK-wide travel (office visits every 4-6 weeks) An established and growing independent financial planning firm is lo...

Senior IFA Administrator / Team Leader

  • Bradford-on-Avon
  • £40,000 - £50,000 + Bonus and benefits

A respected boutique independent financial planning practice is seeking an experienced Senior IFA Administrator / Team Leader to join and lead their growing administration function. This highly...

IFA Administrator

  • Bradford-on-Avon
  • £30,000 - £40,000 + Bonus and benefits

We are delighted to be partnering with a well-established, locally respected, directly authorised financial planning firm in Bradford-on-Avon, as they continue their exciting growth journey. Known for...

Practice Manager – Financial Planning

  • Bradford-on-Avon
  • £45,000 - £60,000 + Bonus and benefits

We are delighted to be supporting a highly successful and well-established boutique Independent Financial Advisory (IFA) practice based in Bradford-on-Avon. Fully independent and renowned for deliveri...

Financial Planning Administrator

  • Buckinghamshire, Buckinghamshire, High Wycombe
  • £30,000 to £40,000

Financial Planning Administrator High Wycombe | Hybrid Working Available Salary up to £40,000 (DOE) | Full-Time We are currently working with a well-established and highly regarded fi...

Employee Benefits Administrator

  • London, Greater London, City of London
  • £35,000 to £45,000

Employee Benefits (EB) Administrator Up to £45,000 + Benefits | Hybrid Working | Excellent Career Progression Are you an experienced Employee Benefits or Pensions Assistant looking to take t...

Financial Planner

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

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...

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