Financial Services Recruitment Solutions

Expert recruitment services designed for wealth management firms, IFAs, and advisory businesses. Specialising in placing financial advisers, paraplanners, wealth managers, and senior leadership across the UK.

Get in Touch Today

Our Recruitment Services

At OrtusPSR, we provide comprehensive recruitment solutions tailored to the unique needs of financial services firms. From hiring advisers to scaling entire teams, we combine industry expertise with a proven track record of placing talent that drives business success.

Financial Services Recruitment

Expert placement of IFAs, paraplanners, wealth managers, and financial advisors with leading UK advisory firms. We specialise in understanding the unique talent needs of wealth management businesses.

Specialties: IFA recruitment, paraplanner hiring, wealth management placements, financial advisor recruitment

Charging Structure

% of 1st Year Remuneration

Contingent on placement success

Executive Search & Leadership

Strategic placement (Headhunting) of senior leaders, managing directors, and heads of departments. Our directors have extensive C-suite experience and understand what makes effective leadership in financial services.

Specialties: Executive recruitment, director placements, senior management hiring, leadership development

Charging Structure

Retained + Split Payments

Upfront fee for market mapping & headhunting

Team Building & Development

We don't just fill positions—we build high-performing teams. With proven experience scaling businesses. We offer full talent management, dual marketing, and infrastructure integration, we understand team dynamics and growth.

Specialties: Team scaling, talent management, organisational growth, succession planning, growth goals

Charging Structure

Subscription Model

Monthly fees—set price for ongoing work

Project-Based Recruitment

Complete recruitment project management with transparent, fixed fees. We manage the entire recruitment journey with dual marketing strategies, full infrastructure support, and predictable costs.

Specialties: Full project management, dual marketing, infrastructure support, fixed project fees, end-to-end team building

Charging Structure

Fixed Fee Per Project

Set price based on project scope

Ready to Discuss Your Recruitment Needs?

Our team of recruitment specialists is here to understand your unique requirements and develop a tailored strategy for finding the right talent. Schedule a consultation call to explore how we can support your business growth.

Schedule a Consultation Call

Why Choose OrtusPSR

Our comprehensive approach to recruitment sets us apart. We combine industry expertise with proven results and genuine partnership with our clients.

Industry Expertise

Decades of combined experience in financial services recruitment. Our directors understand the sector intimately and maintain relationships with top talent and leading firms across the UK.

Proven Track Record

96% of our candidates remain in post after one year. We don't just place candidates—we ensure lasting fits. Replacement guarantee up to 12 months on all placements gives you complete confidence.

Technology-Enabled

Our award-winning methodology combines advanced technology with cutting-edge assessment techniques. We use data-driven insights to match candidates with opportunities for optimal success.

Leadership Excellence

Led by directors with C-suite experience and proven business scaling achievements. We understand organisational needs at every level—from adviser hiring to executive recruitment.

Client Success Focus

Your success is our success. We provide ongoing support, market insights, and strategic guidance throughout the recruitment process and beyond placement.

UK Market Leaders

Specialist in UK wealth management and IFA recruitment. We know regional markets intimately and can find top talent across all regions of the UK.

Our Recruitment Process

We've developed a streamlined, transparent recruitment process that delivers results. Here's how we work with you to find the right talent:

Discovery & Assessment

We take time to understand your firm's culture, requirements, and long-term vision. This ensures we find candidates who align with your business goals.

Strategic Sourcing

Using our extensive network and dual marketing strategy, we identify passive candidates and active jobseekers who match your criteria perfectly.

Rigorous Screening

Our assessment methodology goes beyond CVs. We evaluate competencies, cultural fit, and career motivation to present only top candidates.

Interview Coordination

We manage the interview process professionally, coaching candidates and gathering feedback from your team to ensure seamless decision-making.

Offer & Negotiation

We facilitate offers, manage negotiations, and ensure both parties align on terms, timeline, and expectations for a smooth transition.

Onboarding Support

Our support continues beyond placement. We ensure successful onboarding and remain available to address any questions during the first 12 months.

Want to discuss your specific recruitment needs?

Book a Consultation

Service Detail & Specialisations

Each of our core recruitment offerings includes detailed specialisations to address specific business needs within the financial services sector:

IFA & Financial Adviser Recruitment

Expert placement of qualified Independent Financial Advisers and financial advisors with leading UK advisory firms. We specialise in finding experienced advisers who match your firm culture and client requirements.

Whether you need advisers to expand client capacity, specialists in specific sectors (pensions, mortgages, investment management), or advisers relocating between firms, we have access to top talent across the UK.

Specialties: IFA recruitment, financial adviser hiring, experienced adviser placement, sector specialists

Paraplanner & Support Staff Recruitment

Find qualified paraplanners and support staff to strengthen your advisory team. We recruit both experienced paraplanners and support staff aspiring to become qualified advisers, with guidance on their development journey.

Strong support teams are critical to adviser productivity and client service quality. We source candidates who understand the demands of advisory firms and are committed to career progression.

Specialties: Paraplanner hiring, administrator recruitment, support staff placement, trainee advisor recruitment

Wealth Manager Recruitment

Strategic placement of wealth managers and private client advisers for boutique and institutional firms. Our network includes experienced wealth managers seeking to develop their practice or transition to larger firms.

We understand the specific requirements of wealth management recruitment—from client relationship management to investment expertise and regulatory knowledge. We find candidates who elevate your firm's capabilities.

Specialties: Wealth manager placement, private client adviser recruitment, high-net-worth specialist hiring

Investment Management Recruitment

Expert recruitment of investment professionals for fund management, portfolio management, and asset management firms. Our network includes experienced investment managers, fund managers, and investment specialists seeking to advance their careers in the UK investment sector.

We understand the specific technical expertise, regulatory knowledge, and performance-driven culture required in investment management. We source candidates with proven investment track records, CFA credentials, and experience managing client portfolios or investment strategies.

Specialties: Fund manager recruitment, portfolio manager placement, investment specialist hiring, asset management recruitment

Specialist Recruitment (Compliance, Operations, Business Development)

Beyond advisers, we recruit specialist professionals in compliance, training, business development, operations, and marketing. We understand the specific requirements of financial services support functions.

Compliance officers, training directors, business development managers, and operational leaders are critical to firm success. We source candidates with financial services expertise and proven track records.

Specialties: Compliance officer recruitment, operations hire, business development recruitment, training coordinator placement

Employee Benefits Recruitment

Expert recruitment of employee benefits professionals, pensions advisers, and benefits consultants for advisory firms and employee benefits companies. We specialise in placing candidates with pensions expertise, benefits knowledge, and regulatory compliance understanding.

Whether you need benefits specialists to enhance your service offerings, pensions advisers to support your practice, or employee benefits consultants to lead your benefits division, we source candidates with deep benefits knowledge and proven track records in the sector.

Specialties: Benefits consultant recruitment, pensions adviser hiring, employee benefits specialist placement, pension administration recruitment

What Sets Our Services Apart

Transparent, Fees

No hidden costs. Project-based fees mean you know exactly what your recruitment will cost upfront. We offer flexibility in how we work—retained recruitment, contingency placement, or project-based solutions tailored to your needs.

Replacement Guarantee

We stand behind our placements. If a candidate doesn't work out within 12 months, we'll provide a replacement at no additional cost. Your success is our commitment.

Dual Marketing Strategy

Our dual marketing approach reaches both passive candidates (those not actively job searching but open to opportunities) and active jobseekers. This gives you access to a wider talent pool than traditional recruitment.

Sector Expertise

We specialise in financial services. We understand regulatory requirements, qualifications, and industry-specific career paths. This expertise means we find candidates who truly understand the sector.

Full Project Infrastructure

For large-scale recruitment, we provide complete infrastructure support—including branded materials, job descriptions, screening processes, and interview coordination—managed from our team.

Strategic Partnership

We're not just a recruitment agency—we're a strategic partner. We provide market insights, salary benchmarking, talent trend analysis, and strategic guidance on building high-performing teams.

Ready to Transform Your Team?

Whether you're looking to hire your first adviser, build an entire team, or recruit senior leadership, OrtusPSR has the expertise and network to deliver results. Get in touch today to discuss your recruitment needs.

Schedule a Consultation