Financial advisers & planners
Experienced, newly competent and supervised advisers looking for the right client base, culture and support.
- Independent
- Restricted
- Chartered
- Wealth & planning
For candidates
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.
Roles we cover
From the adviser’s chair to compliance
Roles we cover
We understand what these roles involve day to day, so our conversations with you, and with firms, are grounded in reality.
Experienced, newly competent and supervised advisers looking for the right client base, culture and support.
Junior to senior paraplanners, technical and research roles, and paraplanners ready to move towards advice.
The people who keep advice firms running: new business, LOAs, servicing, reviews and client care.
Roles at platforms, providers and in advice firm operations, from onboarding and transfers to back-office systems.
Compliance officers and managers, file reviewers, supervision and T&C specialists, at advice firms, networks and platforms.
Our main focus. If you want to become an adviser, see how the route works and how we can help.
Become an adviserWhat to expect
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.
How it works
Use the form, upload a CV, or record a short voice note in your own words.
A confidential conversation about your experience, what you want next and what matters to you.
We suggest roles that fit and only share your details once you have said yes.
Interview preparation, feedback and help with offers, then we keep in touch after you start.