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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

Financial Planner

  • Tyne and Wear, Newcastle-upon-Tyne, Tyne and Wear, Newcastle upon Tyne, North Tyneside, South Tyneside, Newcastle
  • up to £70,000 plus benefits and car

Financial Planner Financial Planning Division | Investment Management Organisation Location: Newcastle area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity ...

Financial Planner

  • West Midlands, Birmingham, West Midlands, Birmingham
  • up to £70,000 plus company benefits

Financial Planner Financial Planning Division | Investment Management Organisation Location: Birmingham area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity ...

Paraplanner - 2 days in the office & 3 days WFH

  • Fareham
  • £42,000 - £50,000 + Bonus and benefits

An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team. This is an exciting opportunity...

Paraplanner - 2 days in the office & 3 days WFH

  • Alton
  • £42,000 - £50,000 + Bonuses and benefits

An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team. This is an exciting opportunity...

Chartered Financial Planner

  • West Midlands, Birmingham, West Midlands, Birmingham
  • up to £90,000 plus company benefits and bonus

Chartered Financial Planner  £80,000–£90,000 plus benefits and bonus (Sutton Coldfield / West Midlands) Our client, a well-established and highly respected firm of Chartered Financial Planner...

Technical Paraplanner

  • West Midlands, Birmingham, West Midlands, Birmingham
  • up to £60,000 plus company benefits

Experienced Technical Paraplanner – Hybrid Role (Sutton Coldfield / West Midlands) Are you an experienced Paraplanner looking to join a highly regarded financial planning firm? Our client, a well-e...

Paraplanner

  • Bath
  • £43,000 - £50,000 + Bonus and benefits

We are proud to partner with one of the UK’s most respected Financial Planning and Asset Management organisations to recruit an experienced, Level 4 qualified Paraplanner. With multiple industry award...

Compliance Assistant

  • Cheshire, Cheshire East, Congleton, Crewe, Knutsford, Northwich
  • up to £40,000 plus company benefits

Compliance Assistant Location: Holmes Chapel, Cheshire (Office-based initially, hybrid available following training & probation) Salary: Up to £40,000 per annum (negotiable depending on experience...

Fund Operations Associate

  • Greater London, City of London, London
  • £35,000 to £42,000

Fund Operations Associate Location: Central London Salary: £40,000 + annual discretionary bonus Employment Type: Full-time We are partnering with a fast-growing Multi Family Office in ...

Financial Services Administrator – Hybrid Working

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

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...

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