Wealth Management & Insurance Recruitment Experts
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We scale teams within the Wealth Management and Insurance Professions 

Our award-winning combination of advanced technology and cutting-edge methodology produces, in-depth candidate assessment, streamlining the recruitment process, reducing costs and commercial down-time, and increasing new employee retention.

All recruitment that follow our recruitment methodology includes a replacement guarantees up to 12 months, as 96% of candidates are still in post on their one year anniversary!

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Blogs

7 Tips to Get Your CV Ready to Secure the Top Financial Adviser / Planner jobs

7 Tips to Get Your CV Ready to Secure the Top Financial Adviser / Planner jobs

7 Top Tips for Financial Advisers & Planners to Create a Standout CV If you’re a Financial Adviser or Planner considering a new role, crafting the perfect CV is the first crucial step in securing your ideal job. A strong CV doesn’t just list your experience—it showcases your skills, expertise, and the value you bring ... read more...

7 Tips to Get Your CV Ready to Become a Trainee Adviser (If You’re a Paraplanner)

7 Tips to Get Your CV Ready to Become a Trainee Adviser (If You’re a Paraplanner)

Transitioning from paraplanning into a trainee adviser role is a natural career progression for many in the financial planning profession. As a paraplanner, you already have a strong technical foundation—but when applying for adviser roles, your CV needs to reflect more than just technical skills. It should demonstrate... read more...

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