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.
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...
How to Attract Top Advisers Who Deliver New Fees to Your IFA Firm If you want to expand your IFA firm, the key isn’t just hiring more Advisers — it’s hiring the right ones. The Advisers who make the ... 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 IFA Administrator (Senior Client Services) Location: Edgbaston | Salary: Up to £35,000 DOE | Hybrid: 2 days from home, 3 in office Our client, a well-est
Senior IFA Administrator (Senior Client Services) Location: Warwick | Salary: Up to £35,000 DOE | Hybrid: 2 days from home, 3 in office Our client, a well-estab
Business Development Manager – Innovation Incentives Up to £55,000 basic + OTE · Bristol and hybrid This is an opportunity for an experienced financial services
Head of Client Services Lead the engine room of a growing, boutique Chartered wealth firm Location: Bradford-on-Avon, Wiltshire Salary: Up to £60,000 The opport
Financial Adviser London | £60,000 - £80,000 Basic + Uncapped Bonus | OTE £100,000+ Most adviser roles talk about growth. This one is actually built for it. We'
Compliance Management Executive (Risk) Hybrid, 3 days in the office and 2 form home, Salary up to £55,000 + bonus & benefits A well-established, acquisitive nat
Paraplanner / Trainee Financial Adviser – Surbiton | Office Based | Up to £75,000 + Benefits Career path: Clear progression route to IFA with an inherited clien
Independent Financial Adviser – London | Equity Opportunity Up to £150,000 Basic + 100% Inflow + Equity Are you an experienced Independent Financial Adviser wit
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