Is the financial services job search consultation really free?

Yes. The consultation is completely free for candidates. We invest the time to understand your career goals because we believe in building long-term relationships, with no cost and no obligation.

How long does the job search consultation take?

The initial consultation typically takes 45 to 60 minutes. From there, timelines vary depending on your situation. We may find the right opportunity within weeks, or work with you over several months, always moving at your pace.

Free & Confidential · Job Search Consultation

Your next move in financial services, made with certainty.

Strategic, confidential career guidance for financial advisers, planners, paraplanners and wealth managers. Insider market intelligence, direct introductions and expert support — at no cost to you.

Book your free consultation → See how it works

20+ years' industry expertise

Completely confidential

Always free for candidates

Response within 24 hours

Your data is only shared with employers once we have your permission

Why a specialist consultation

Job boards show you what's advertised. We show you what's possible.

Finding the right role isn't about scrolling listings. It's about market knowledge, the right introductions, and a strategy built around you.

Insider market intelligence

Real-time insight into which firms are hiring, who's growing and what roles genuinely pay — information you won't find on job boards.

Direct introductions

Access to decision-makers across our extensive network of financial services firms. Our reputation opens doors cold applications can't.

Know your worth

Honest salary and benefits benchmarking for your target role, so you negotiate from a position of knowledge — not guesswork.

Support, end to end

We can even build your CV for you — then guide you through interview coaching, notice periods and client transitions, right up to the right offer.

Who we help

Specialists across every financial services career stage.

From paraplanners aspiring to advise, through to directors planning their next strategic move — and advisers exploring self-employment or selling a client bank.

Book your free consultation today →

Financial Advisers & Planners Wealth & Investment Managers Paraplanners & Support Staff Compliance & Training Senior Management & Directors Self-Employed & IFA Transitions Business Development Team Moves & Client Bank Sales

“The consultation gave me clarity and confidence in my value. Within three months I was in a senior adviser role with a 30% increase.”

Sarah · Financial Adviser, London

Common questions

Job search consultation FAQs

Is the consultation really free?+

Yes — it's completely free for candidates, with no obligation. We invest the time to understand your goals because we believe in building long-term relationships.

Will my current employer find out I'm job searching?+

No. Every consultation is completely confidential. Your details are only shared with employers once we have your explicit permission, and your current employer is never contacted without your consent.

Who do you work with?+

Financial services professionals at every career stage across the UK — financial advisers and planners, wealth and investment managers, paraplanners and support staff, compliance and training professionals, senior managers and directors, and advisers exploring self-employment, IFA networks or selling a client bank.

What does the consultation include?+

Insider market intelligence on which firms are hiring, direct introductions to decision-makers, salary and benefits benchmarking, CV building, interview coaching, and support through notice periods, client transitions and offer negotiation.

How long does it take?+

The initial consultation typically takes 45–60 minutes. After that, timelines vary — we might find the right opportunity in weeks, or work with you over several months. We always move at your pace.

Curious what's out there for you?

A free, confidential conversation could change the course of your career. No pressure, no obligation — we move entirely at your pace.

Start your free consultation → Review our full service offering

Your current employer is never contacted without your permission.