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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

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

We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The ...

IFA Administrator - Hybrid/Remote

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

We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The ...

Paraplanner

  • Edinburgh, Scotland, Edinburgh, West Lothian
  • up to £55,000 plus bonus plus benefits

Paraplanner – Edinburgh Permanent | Hybrid Working | Excellent Benefits + Study Support An established and highly respected wealth management business is seeking an experienced Paraplanner to join...

Paraplanner

  • West Midlands, Birmingham, Lichfield, Lichfield, West Midlands, Birmingham
  • up to £45,000 plus benefits

Paraplanner Sutton Coldfield Area | Hybrid Working | Up to £45,000 + Benefits An exciting opportunity has arisen for an experienced Paraplanner to join a growing outsourced Paraplanning business...

Independent Financial Advisor – client book provided

  • Plymouth
  • £60,000 - £70,000 + Bonus and benefits

A leading, award-winning national wealth management firm is seeking an experienced Financial Adviser to join its growing South West team based in Plymouth. This is an excellent opportunity to inher...

Financial Planning Administrator

  • Warwickshire, West Midlands, Worcestershire, Warwickshire, West Midlands, Worcestershire
  • up to £35,000 plus bonus and benefits

Financial Planning Administrator Up to £35,000 + Benefits + Annual Bonus | Boutique IFA Firm | Hybrid Working (9/10 Days WFH) An excellent opportunity has arisen for an experienced Financial...

IFA Administrator

  • Bridgwater
  • £27,000 - £36,000 + bonus and benefits

We’re working with a highly successful, boutique financial planning practice based in Burnham-on-Sea, who are looking to welcome an IFA Administrator into their friendly and close-knit team. Th...

Trainee Financial Adviser

  • Guildford
  • £38,000 - £45,000

We’re working with a growing boutique wealth management firm seeking to appoint an ambitious individual with financial planning experience and RO exams, who is looking for a clear and structured pathw...

Paraplanner

  • Woking
  • £52,000 - £63,000 + Bonus and benefits

An excellent opportunity has arisen for an experienced Paraplanner or Senior Paraplanner to join a well-established and growing Financial Planning firm in Woking. With a team of around 30 prof...

Paraplanner

  • Alton
  • £50,000 - £60,000 + Bonuses and company benefits

An exciting opportunity has arisen for an experienced Paraplanner to join a highly successful, boutique Financial Planning practice. Working within a close-knit team of around six, this is a rare c...

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