Financial Services Recruitment Specialists

Our clients are expanding

With our clients having an appetite for growth, we seek to speak with Level 4 and 6 Financial Advisers both restricted and whole of market. We represent some of the strongest firms in UK FS and have a demonstrable track record in meeting both candidate and clients expectations. See if our resource can matters to you.

Advice Technicians / Para Planners and T@C Supervisors

Our national IFA firm client is enjoying on-going expansion. They now seek a further advice technician including a senior level with significant salary. In addition a T&C Supervisors requires to supervise the firms IFA’s. The roles require candidates to be level 4 diploma in financial planning and have easy access to our clients South Birmingham office

A sample of roles on offer from some of our clients

by Paul Standen 0 Comments

Para Planners to 40K basic (Level 4 dip) Cheshire, Glasgow, Edinburgh, Worcestershire, Buckinghamshire
•Wealth Managers to 50K basic plus excellent bonus and very strong client support. West Yorkshire, Stirling, Essex, Leicestershire, Northamptonshire, Tyneside West Sussex.
•Trainee IFA – salary negotiable – Nuneaton. Will need level 4 diploma for this well respected regional IFA firm,
•Branch based Financial Planners – to 50K – Various UK locations

…..and much more together with the capability to meet our candidates face to face if required.

Because Our Resource Matters

A Career Move

If you’re financial services professional, then you have already seen a lot of change. In your current environment you are a professionally recognised and sought-after person. You are willing to broaden your horizons and are open to constantly changing conditions. If you want to drive your career forward then we should get to know each other. You are probably looking forward to challenging role and with your commitment you will play a key role in our client’s growth. We would be delighted to speak with you

New role -Quality Monitoring Officer – Cheltenham

Our client is a strong financial services organisation who requires a quality monitoring officer to monitor and support the quality of advice provided by financial advisers in line with FCA regulation.Qualifications: Mandatory: QCA Level 4 qualified, otherwise to CF/FPC level [or equivalent] with progress towards Level 4 ]Experience: Mandatory: Experience of working in regulated financial services (Inc investment) Desirable: Experience of working in a compliance monitoring environment The salary is negotiable a depends on experience