For candidates

Your next role in financial advice, found in confidence

Whether you advise clients, write the reports, keep client files moving, run platform operations or keep a firm compliant, we will help you find a role, and a firm, that genuinely fits.

In confidence

Roles we cover

From the adviser’s chair to compliance

  • Financial advisers & planners
  • Paraplanners
  • Administration & client support
  • Platform & operations
  • Compliance
  • Aspiring advisers

Roles we cover

From the adviser’s chair to the compliance function

We understand what these roles involve day to day, so our conversations with you, and with firms, are grounded in reality.

Financial advisers & planners

Experienced, newly competent and supervised advisers looking for the right client base, culture and support.

  • Independent
  • Restricted
  • Chartered
  • Wealth & planning

Paraplanners

Junior to senior paraplanners, technical and research roles, and paraplanners ready to move towards advice.

  • Suitability reports
  • Research
  • Technical

Administrators & client support

The people who keep advice firms running: new business, LOAs, servicing, reviews and client care.

  • New business
  • LOAs
  • Client servicing

Platform & operations

Roles at platforms, providers and in advice firm operations, from onboarding and transfers to back-office systems.

  • Onboarding
  • Transfers
  • Back office

Compliance

Compliance officers and managers, file reviewers, supervision and T&C specialists, at advice firms, networks and platforms.

  • File review
  • T&C
  • Consumer Duty

Aspiring advisers

Our main focus. If you want to become an adviser, see how the route works and how we can help.

Become an adviser

What to expect

A recruiter who understands your work

We have worked inside advice firms, so we know the difference between a good role on paper and a good role in practice. We will ask about the things that matter to you, and be straight with you about the market.

  • Roles matched to your experience, ambitions and preferred way of working
  • Honest feedback, including when a role is not right for you
  • Insight into a firm’s culture, support and progression before you meet them
  • Help preparing for interviews and weighing up offers
  • Office-based, hybrid and remote roles across the UK

How it works

Four simple steps

  1. 1

    Tell us about you

    Use the form, upload a CV, or record a short voice note in your own words.

  2. 2

    We talk

    A confidential conversation about your experience, what you want next and what matters to you.

  3. 3

    Considered introductions

    We suggest roles that fit and only share your details once you have said yes.

  4. 4

    Support to the finish

    Interview preparation, feedback and help with offers, then we keep in touch after you start.