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AI, automation and fintech are rewriting the rules of financial services. M&A is now the fastest route to transformation. Ortus Succession Planning breaks down the key forces, a practical deal framewo... read more...
The Financial Advice Gap: Why Technology Is Now Central to M&A in Financial Services In today’s fast-paced economy, the financial services sector is undergoing profound transformation. One of the mos... read more...
How Financial Planning Firms Can Evolve Their Talent Strategy in the Age of AI The recent IFA Magazine article, “Financial planning firms embrace AI for client analysis,” signals a major shift in the... read more...
Culture, Change & Connection: The Real Differentiators in IFA Leadership Interviews If there’s one consistent theme emerging from interviews for senior managerial roles in the IFA space, it’s this: ... read more...
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Paraplanner Bristol, Glasgow Job Title: Paraplanner (Bristol or Glasgow) Reporting to: National Head of Paraplanning Date of Issue: July 2025 This is a great op
Financial Adviser / Wealth Manager – City of London | Hybrid | Up to £130,000 + 50% Bonus + Equity Salary: Up to £130,000 base (DOE) + 50% bonus on new AUM + 10
Wealth Manager – City of London | Hybrid | Competitive Salary + Bonus + Share Options Salary: Up to £130,000 + performance bonus + share option scheme Working p
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a nationally recognised wealth management firm. Wit
Company Overview We are working with a growing, boutique Wealth Management firm based in Kent that is entering an exciting phase of expansion following a recent
Senior Paraplanner – Glasgow | Hybrid | Up to £62,000 | Chartered Support Overview This is a Senior Paraplanner role within a well-established UK Wealth Managem
Senior Paraplanner – Edinburgh | Hybrid | Up to £62,000 | Chartered Support Overview This is a Senior Paraplanner role within a well-established UK Wealth Manag
Senior Paraplanner – Worcester | Hybrid | Up to £62,000 | Chartered Support Overview This is a Senior Paraplanner role within a well-established UK Wealth Manag
Company Overview Are you an experienced Senior Paraplanner looking to take the next step in a forward-thinking, client-centric wealth management firm? We’re par
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