Stay ahead with expert insights on financial services recruitment, wealth management trends, IFA careers, and the evolving UK advice landscape — direct from our specialist team.
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...
How to Structure Interview Answers Like a Pro (With STAR & PREP Techniques) Preparing for an interview can feel overwhelming — tough questions, high pressure, and the expectation to respond quickly a... 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
Senior Financial Planner Location: London Salary: Highly competitive basic + bonus + substantial long-term financial incentives Opportunity: Genuine independenc
Lead a national team of Independent Financial Advisers at a leading UK wealth management firm. Drive growth, adviser retention and Consumer Duty outcomes. Compe
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expa
Financial Planner – Taunton Client Bank Opportunity Taunton | Hybrid working | Salary up to circa £80,000 | Existing client revenue opportunities | Bonus above
Swindon | Hybrid working | Salary up to circa £80,000 | Existing client revenue opportunities | Bonus above validation Our client is an established national wea
Paraplanner – Exeter Exeter | £45,000–£50,000 | Hybrid working 2 days from home An established and highly regarded financial planning business is looking to app
Financial Adviser – Inherit £50m Client Book | Arundel | £60k–£85k + Bonus + LTIP A high-growth and well-capitalised wealth management firm is seeking a profess
My client is seeking an accomplished Senior Paraplanner to join its established Financial Planning function in Taunton. This is an excellent opportunity for a t
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