Whether you're actively looking or just open to the right role — we work with discretion, move at your pace, and only present opportunities that genuinely fit.
Specialist recruitment tailored to Financial Services and Wealth Management firms across the UK. Contingency and retained — whatever works best for your assignment.
Our client is seeking an ambitious Associate Financial Planner to join its growing Lancashire team. This is a top-ten UK wealth manager by assets under management, with a national presence and a strong reputation. The firm has expanded significantly in recent years and offers a genuine platform for driven professionals to build a long-term career […]
We are working with a leading UK wealth management and financial planning firm, part of a top-ten accountancy group, is looking to appoint a Financial Planner in Nottingham. This is an opportunity to deliver whole-of-market, bespoke advice within a well-resourced environment that integrates financial planning with accountancy and tax expertise. The Role You will manage […]
We are working with a leading UK wealth management and financial planning firm, part of a top-ten accountancy group, is looking to appoint a Financial Planner in Coventry. This is an opportunity to deliver whole-of-market, bespoke advice within a well-resourced environment that integrates financial planning with accountancy and tax expertise. The Role You will manage […]
About the Opportunity A leading UK wealth management and financial planning firm, part of a top-ten accountancy group, is looking to appoint a Diploma-qualified Paraplanner in Newcastle. Working within the Financial Planning Support Team, you will provide high-quality technical and research support to a team of Financial Planners. The Role You will prepare suitability and […]
“Stephanie is a consummate professional. Well connected, she has an innate understanding of the UK Retail Wealth market but most importantly she is a great human being and acts with the utmost integrity & compassion in her dealings with clients. I would not hesitate to engage Stephanie in the future either as client or candidate.”
“Stephanie invests her time in understanding what is key to the candidate when considering future roles. She does not bombard you with opportunities that don’t fit your remit. Stephanie will be honest with the opportunity and not waste anyone’s time — top drawer recruiter and highly recommended.”
“I’ve worked closely with Andrew for more than a decade now and wouldn’t hesitate to recommend him in a heartbeat. His industry connectivity is second to none and he has delivered on multiple briefs both for the businesses I’ve recruited into and myself personally. A class act and a trusted reliable source for top talent.”
