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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/Trainee Financial Planner

  • Oxfordshire, Gloucester, Oxford, Witney
  • £40,000 - £50,000 + Bonus and benefits

We are working with a well-established, fully independent boutique financial planning practice who are seeking to recruit a Paraplanner/Trainee Financial Planner. This is a fantastic opportunity to jo...

Wealth Management Administrator

  • Greater London, City of London, London
  • £38,000 to £44,000

Wealth Management Administrator – Modern Advisory Firm (Central London) Salary: £38,000 – £42,000 This modern, forward-thinking advisory firm is looking for a Wealth Management Administrator...

Senior IFA Administrator

  • City of London, London
  • £40,000 to £48,000

Senior IFA Administrator – High-End Private Client Firm (London) Salary: £45,000 – £48,000 We’re recruiting on behalf of a high-end private client firm who are seeking a Senior IFA Administr...

Financial Planning Administrator

  • City of London, London
  • £40,000 to £48,000

Financial Planning Administrator – City-Based Firm (Hybrid) Salary: £40,000 – £45,000 A well-established financial planning firm in the City is expanding its support team and looking for a c...

IFA Administrator

  • City of London, London
  • £30,000 to £38,000

IFA Administrator – Boutique Wealth Firm (West End, London) Salary: £32,000 – £38,000   We’re working with a boutique, client-focused wealth management firm in the West End who are looking ...

T&C Officer – Financial Planning (Remote, UK)

  • Bristol, Exeter, Gloucester, Oxford, Plymouth, Portsmouth, Salisbury, Southampton, Cardiff, Bournemouth, Bracknell Forest, Cheltenham, Poole, Reading, Taunton, Guildford, Swindon
  • £50,000 - £60,000 + Bonus and benefits

T&C Officer – Financial Planning (Remote, UK) Up to £60,000 | Remote role with UK-wide travel (office visits every 4–6 weeks) The opportunity An established and growing independent financ...

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...

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