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.
We are exclusively recruiting for a Financial Planner job in Liverpool with a leading global consultancy and wealth management business. This is a rare opportunity to take over an established client bank (£350k+ recurring income) while benefiting from strong internal support, structured processes, and a well-regarded brand. The Role You will inherit an existing portfolio […]
We are working with a leading national financial planning firm to recruit a Senior Manager into their highly specialised Personal Injury & Court of Protection (PICOP) team. This is a key leadership role, responsible for managing and developing a team of Financial Advisers who support clients through complex and often life-changing circumstances. The position requires […]
We are working with a leading national financial planning firm to recruit a Senior Manager into their highly specialised Personal Injury & Court of Protection (PICOP) team. This is a key leadership role, responsible for managing and developing a team of Financial Advisers who support clients through complex and often life-changing circumstances. The position requires […]
We are currently recruiting for a Financial Services Administrator in Belfast with a well-established and highly regarded wealth management firm. This is a fantastic opportunity to join a prestigious office in the heart of Belfast, supporting a small and collaborative Financial Planning team. The business has a strong reputation for developing and promoting staff internally, […]
“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.”
“Stephanie worked with me to obtain my most recent position and it was without doubt the best experience I’ve had working with an Executive Search Consultant. She not only approached me with the perfect role but went above and beyond throughout the whole process. I couldn’t recommend her more highly.”
“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.”
