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.
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 […]
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Feedback from financial services professionals we have placed
Having known Stephanie for a number of years now she helped me find my new career home this summer. Her knowledge and personal interest in my preferences was exemplary. I have found her to be a true professional returning calls/emails when needed whilst not over managing our relationship. She keeps her promises and stays true to her word in all dealings and I would recommend her to anyone needing support in finding their next role. Thanks for your help Steph.
I would heartily commend Stephanie to anyone looking to make a fresh move within their career. I used Stephanie to help gain a new management role within Financial Services and was massively impressed by her knowledge of the potential employer, as well as her professional dedication in providing me with the extra detail, coaching and direction that is the difference between success and failure. If I find myself looking for a new role in the future Stephanie will be my first port of call. Highly recommended
Can whole-heartedly recommend Stephanie for anyone considering moving roles. Unlike a lot of the roles I am approached about, the role was highly appropriate to me and Stephanie was able to give me a great deal of information about the role, hiring individual and company. A refreshing experience! Your ongoing guidance and advice was really appreciated. An easy and problem-free experience throughout – Stephanie helped navigate a number of hiccups and uncertainties on my end. Would have no hesitation recommending Stephanie in future.
Stephanie is a consummate professional. Well connected, she has an innate understanding 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. She recognised that our interactions were driven by a human element from my perspective and importantly she gave me both the space & support I needed to reach the ultimate decision. I would not hesitate to engage Stephanie in the future either as client or candidate, she is a pleasure to deal with.
Confidential, no obligation — just an honest conversation about your career.