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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 - Hybrid role

  • Fareham
  • £26,000 - £35,000 + 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

  • Bristol
  • £26,000 - £32,000 + Bonus and benefits

We are currently recruiting for an IFA Administrator to join a highly regarded and growing financial planning firm. This is an excellent opportunity for an experienced administrator from a financial s...

IFA Administrator - Hybrid Working

  • Exeter
  • £28,000 - £35,000 + Bonus and benefits

We are working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they ma...

Paraplanner

  • Warwickshire, West Midlands, Coventry, Coventry, Solihull
  • up to £45,000 plus benefits and bonus

Paraplanner Location: Meriden, West Midlands Salary: Up to £45,000 plus bonus and excellent benefits Working pattern: Hybrid, three days in the office and two from home An excellent opportunit...

Senior Financial Planning Administrator

  • Cheshire, Cheshire East
  • up to £35,000 plus benefits

Senior Financial Planning Administrator Location: Sproston, Cheshire Salary: £32,000–£35,000 Working arrangements: Potential for flexible hours and hybrid working An established independent fi...

Financial Planning Administrator - Part time

  • Tyne and Wear, Newcastle-upon-Tyne, Morpeth, Tyne and Wear, Newcastle upon Tyne, North Tyneside
  • Negotiable, to around £35K Pro rata

Financial Planning Administrator Morpeth, Northumberland Part time, Three days per week Salary negotiable, depending on experience A well-established independent financial planning firm in the...

IFA Sales Support Administrator - hybrid

  • Basingstoke and Deane, Alton, Guildford
  • £28,000 - £35,000 + hybrid, bonus and company benefits

We are delighted to be partnering with a highly respected, fully independent financial planning firm that has built an outstanding reputation within the industry. As an award-winning organisation, the...

Remote Paraplanner

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

We are currently working in partnership with a highly successful boutique Financial Planning firm to recruit an experienced Paraplanner. Our client is a well-established, fully independent prac...

Paraplanner

  • Bristol
  • £40,000 - £50,000 + bonus and benefits

We are currently working in partnership with a highly respected, independent firm of Chartered Financial Planners to recruit an experienced Paraplanner. This is an excellent opportunity for a caree...

Administration Manager – Financial Planning

  • Basingstoke and Deane
  • £40,000 - £55,000 + Bonus, company benefits and hybrid working

We’re partnering with a well-established, client-focused financial planning organisation who are looking to appoint an experienced Team Manager to lead their Client Experience team - consisting of...

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