Financial Services Recruitment Specialists

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

A Sample of roles currently open

by Paul Standen 0 Comments

BDM role x 2– Indemnity Insurance – residential house market, 103k OTE / Package. Buckinghamshire and Midlands
Seminar presenter to employees of large corporate. Wealth , tax and pensions subjects. Competitive package. Home based around Beds, Herts or Cambridgeshire
Financial Consultants –Home Based, Strong client support and vacancies nationwide. Negotiable basic salaries
Head of risk/ compliance – Birmingham IFA firm –top end package for a top role within a national IFA
T&C supervisor IFA firm – Birmingham


AF3 Pension Planning, the CII’s notoriously technical advanced pension exam, is being withdrawn in April 2018. With an average pass rate of just 31.41% in 2015