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.
Staffing your IFA firm Let’s dive into another key factor that can significantly impact the value of your business: a stable team. When buyers look at purchasing an IFA business, they aren’t just a... read more...
Building a Saleable Business: Key areas of Focus To ensure your practice is appealing to buyers, it's important to focus on the following areas: 1. Structured and Documented Processes Establishing ... read more...
Insights on Preparing for a Successful Exit from Your IFA Practice In our recent conversations with advisers contemplating their exit strategies, we've observed a common theme—many advisers believe ... read more...
Financial services firms offer self-employed adviser roles for several strategic reasons. These roles provide flexibility for both the firm and the adviser, leading to mutually beneficial arrangements... 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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