Candidates
Experienced advisers and planners, paraplanners, administrators and client support, platform and operations staff, and compliance professionals.
Roles we recruit forSpecialist recruitment · UK financial advice
Helping people into adviser roles, and advice firms find the people they need.
IFA Talent is a new, specialist recruitment business built on deep, hands-on experience inside UK advice firms. Our main focus is helping people become financial advisers, whether you are a paraplanner or administrator ready to step up, or bringing skills from banking, insurance or another career. We also place experienced advisers, paraplanners, client support, platform, operations and compliance professionals.
- Confidential, considered approach
- Working with firms across the UK
- Tell us about yourself by voice note
Our focus
Routes into advice
Many advisers start in a support role
- Paraplanner or administratorWhere many begin
- Trainee adviserA supervised route
- Financial adviserAdvice & planning
We also place client support, platform, operations and compliance professionals.
Where would you like to start?
Our focus
I want to become an adviser
Paraplanner, administrator or career changer? We will talk through the route and introduce you to firms that train and supervise new advisers.
Explore the route
I’m looking for my next role
Advisers, paraplanners, administrators, platform, operations and compliance professionals looking for a better fit.
For candidates
I’m hiring
Advice firms, provider platforms, operations and compliance teams who want people that genuinely fit.
For employers
I’m considering selling my firm
Planning a sale or succession? Talk to us in confidence about discreet introductions and the people side.
Acquisitions & succession
- Aspiring & trainee advisers
- Financial advisers & planners
- Paraplanners & client support
- Platforms & operations
- Compliance professionals
Where advisers often start
Experience you may already have
- Paraplanning
- Administration
- Client support
- Banking
- Insurance
- Customer-facing roles
A supervised route into advice
Becoming an adviser
Many great advisers start somewhere else
Plenty of people who would make excellent financial advisers are already working close to advice: paraplanners who write the reports, administrators who know every client file, and people in banking, insurance and customer-facing roles who are good with people and numbers.
The route into advice is clear, but it is not always obvious where to start or which firms will support you while you qualify. That is where we come in. We will talk honestly about where you are now, what the route involves, and introduce you to firms that train and supervise new advisers.
- An honest conversation about your readiness and options
- Introductions to firms with trainee, academy or supervised routes
- Help preparing for interviews and assessments
Who we work with
Specialists in the people side of financial advice
Advice firms are at the heart of what we do. Around them, we also work with the platforms, providers, operations teams and compliance functions that make advice possible.
Employers
Independent and restricted advice firms, wealth and planning businesses, provider platforms, operations teams and compliance teams, including firms building a team from scratch.
How we help employersFirm owners
Owners thinking about selling, merging or planning succession, who want a confidential conversation and support with the people side of any change.
Acquisitions & successionHow we work
A new company, with experience from inside advice firms
IFA Talent is newly established, but the team behind it has worked inside UK advice firms, from support teams and paraplanning to LOAs, onboarding and back-office platforms. We use that understanding to make introductions that genuinely fit.
Confidential
Your search, your vacancy or your plans stay private. We will always confirm with you that it is okay before your details are shared with any firm.
Considered
We only make introductions we believe in, so your time is not wasted on roles or people that do not fit.
Honest
Straight answers about the market, the route into advice and what firms are really looking for.
Practical
We understand what advice, paraplanning, servicing, operations and compliance roles involve day to day.
Prefer to talk?
Record a short voice note and we’ll do the paperwork for you
No need to rewrite your CV or fill in a long form. Tell us about yourself in your own words, in up to three minutes, straight from your browser. Upload a CV or type your details instead if you prefer, or do all three.
- Gentle prompts so you know what to cover
- Listen back and re-record before you send
- We use it to complete your profile, and check it with you
Contact
Let’s talk
Whether you want to become an adviser, are looking for your next role, are hiring, or are thinking about the future of your firm, we would be glad to hear from you.
Email: hello@ifatalent.co.uk