We specialise exclusively in Financial Services and Wealth Management — which means we know the market, the firms, and the roles better than anyone. When you submit your CV, you get a personal service from a consultant who understands your sector.
We work confidentially. We never share your details without your explicit permission and we will never send your CV anywhere without speaking to you first.
Send us your CV and we will be in touch within 24 hours to arrange a confidential conversation.
A confidential conversation about your goals, your experience and what the right next move looks like for you.
We present only roles that genuinely match your experience and ambitions — no spam, no unsuitable applications.
Interview prep, honest feedback and offer negotiation — we are with you from first conversation to first day.
The Role You will take ownership of an existing book of clients. You’ll give independent, whole-of-market advice on investments, pensions, retirement planning and protection. You will be backed by experienced paraplanning and administrative support, so you can focus on building client relationships and delivering advice. Key Details Location: Cornwall Salary: to £75,000 plus uncapped bonus […]
The Role You will take ownership of an existing book of clients. You’ll give independent, whole-of-market advice on investments, pensions, retirement planning and protection. You will be backed by experienced paraplanning and administrative support, so you can focus on building client relationships and delivering advice. Key Details Location: Inverness Salary: £70,000 – £75,000 plus benefits […]
The Role You will build and develop trusted relationships with existing and prospective clients, providing financial planning and wealth management advice within an agreed business plan. You will lead client meetings and make tailored recommendations covering retirement planning, investments, inheritance tax and tax efficiency. Regular reviews will keep each client’s strategy in line with their […]
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Feedback from financial services professionals we have placed
Having worked with Stephanie recently I can highly recommend her to anyone considering a career move. Throughout the process I found Stephanie to be professional and personable and was kept informed at each key stage of the process. Mark Newman Chartered MCSI
Stephanie stands out as one of the best recruitment consultants I have ever worked with. As well as being extremely professional, Stephane ensures that she keeps in contact with you on a weekly basis to ensure you are in the loop at all times and she also looks for independent ways to help you make an informed career decision. I can highly recommend Stephanie to companies looking to recruit and individuals looking to explore their next career move.
I found Andy very helpful and professional and he gave me good advice. I would recommend Andy.
It was great working with Andy. He understood what I was looking for and placed me with the right firm.
Confidential, no obligation — just an honest conversation about your career.