Financial Services Recruitment

Recruitment is tough, especially in today’s competitive market where the demand for talent exceeds supply. The process demands significant time and focus—resources businesses often can’t spare. As experts in financial services, we draw from our directors’ careers in financial advice and the wider industry to streamline recruitment for you

We dedicate significant time each day to speaking with professionals who are open to new opportunities, so you don’t have to. Our regional consultants collaborate with you, using their market insights and recruitment expertise to ensure you find the right candidate. Let’s talk to see how we can help!

Quality Candidates

We source candidates from across the UK daily using leading job boards like LinkedIn, Reed, CVLibrary, and our website. Even in areas where we may not be actively recruiting, we engage with candidates, conducting detailed fact finds to understand their goals and what they bring to a business.

We specialise in candidates with experience as IFA administrators, paraplanners, financial advisors, mortgage administrators, mortgage advisors, protection advisors, quality and compliance, and managerial roles supporting these positions.

UK and local knowledge

Our regional consultants, who engage with candidates daily, will work closely with you to understand exactly what you need in your next hire to ensure your business’s success. They’ll provide insights on typical salaries in your area and match this with available candidates in the current market.

Should you wish, they can offer guidance on refining your offering to outshine competitors by reviewing key factors of your offering, like working arrangements, and your recruitment process, ensuring you attract and secure the best talent.

Financial Services Recruitment Agency

What sets us apart from other financial services recruitment agencies is our unique structure. Rather than being just a recruitment business that specialises in financial services, we favour long lasting relationships and are designed to support financial services firms in the ways they need support.

While recruitment is a major part of what we do, we can also help you with additional needs, such as generating more leads for your advisers or providing extra paraplanning support. With us, you have the flexibility to turn these taps on as your business demands.

Even before we speak, we’ve already sourced candidates across the UK. When you need us, we’ll hold a role discussion to understand your needs, provide market insights and candidate profiles of available talent, and plan the next steps. We’ll then introduce qualified candidates for interviews, and for those you wish to progress with, we’ll handle offers and secure their acceptance.