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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

  • Staffordshire, Stoke on Trent, Staffordshire, Newcastle-under-Lyme, Stoke-on-Trent
  • up to £30,000 plus company benefits and bonus

IFA Administrator – Bromsgrove Salary: Up to £30,000 (DOE) + benefits + bonus A successful and growing Wealth Management and Financial Planning firm in Bromsgrove is seeking an experienced IFA Adm...

IFA Administrator

  • West Midlands, Worcestershire, West Midlands, Worcestershire, Bromsgrove
  • up to £30,000 plus company benefits and bonus

IFA Administrator – Bromsgrove Salary: Up to £30,000 (DOE) + benefits + bonus A successful and growing Wealth Management and Financial Planning firm in Bromsgrove is seeking an experienced IFA Adm...

Financial Planning Administrator - Home Based

  • Bristol
  • £23,000 - £27,000 + Bonus and benefits

Our client is a highly successful, Chartered and fully independent wealth management organisation. Due to continued growth, they are now seeking to recruit an additional Financial Planning Administrat...

Senior Financial Planning Administrator

  • Worcestershire, Worcester, Worcestershire, Worcester
  • up to £35,000 plus excellent benefits package

Financial Planning Administrator – Worcester Salary: Up to £35,000 + excellent benefits Location: Worcester (office-based, 5 days per week) A fantastic opportunity has arisen for a skilled Financ...

Administrative Assistant

  • Plymouth
  • £22,000 - £24,000 + Bonus and benefits

We are delighted to be recruiting for a highly successful financial services firm with offices across the South West of England. Our client is seeking a proactive and organised Administrative Assistan...

Paraplanner - Flexible Working

  • West Midlands, Birmingham, Birmingham
  • up to £46,000 plus company benefits

Paraplanner – Central Birmingham (Hybrid, 1 Day in Office Minimum) Salary: Up to £46,000 + Bonus + Excellent Benefits A leading UK wealth management firm with a strong presence in Birmingham is lo...

File Review Officer – Home Based

  • Bath, Bristol, Exeter, Oxford, Plymouth, Salisbury, Southampton, Cardiff, Swansea, Bournemouth, Bracknell Forest, Cheltenham, Fareham, Poole, Reading, Taunton, Guildford, Swindon
  • £42,000 - £50,000 + Bonus and benefits

A rapidly growing national IFA is seeking a File Review Officer to join their expanding Compliance function. The firm has grown significantly in recent years, growing from a boutique practice to natio...

Paraplanner – Home Based – 5 Month FTC

  • Bath, Bristol, Exeter, Oxford, Plymouth, Salisbury, Southampton, Cardiff, Swansea, Bournemouth, Bracknell Forest, Cheltenham, Fareham, Reading, Guildford, Swindon
  • £48,000 - £55,000 + Bonus and benefits

We are working with one of the UKs leading Financial Planning and Asset Management organisations to recruit several fixed term contract Paraplanners. Our client is a true market leader, recognised for...

Paraplanner - 5 month FTC

  • Nottinghamshire, Nottingham, Nottingham, Nottinghamshire
  • up to £55,000 plus benefits and bonus

Paraplanner – Fixed Term Contract (5 months, Nottingham / Hybrid) An established financial planning firm in Nottingham is seeking an experienced Paraplanner on an initial 5-month fixed term contrac...

Financial Planner

  • West Midlands, Birmingham, Birmingham
  • up to £80,000 plus company benefits and bonus

Financial Planner – Birmingham (Hybrid) Location: Birmingham (Hybrid – 1 day per week from home, with additional flexibility for client commitments) Salary: £70,000 – £80,000+ (Negotiable, dependent...

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