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PORTMAN FINANCIAL PEOPLE

Find the Right People to Build Your Firm
We help financial planning firms hire Advisers, Paraplanners, Admin and Compliance professionals through retained, exclusive search
You’re not looking for endless CVs. You’re looking for capability, fit, and longevity.
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That’s why our recruitment process is built around accuracy and control. We don’t flood inboxes — we deliver handpicked shortlists and manage the process end to end.
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Whether you're a growing firm, preparing for succession or looking to strengthen your team, we’ll help you find the right people.
Roles We Place:
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Independent Financial Advisers (IFAs)
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Chartered Financial Planners
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Paraplanners (hybrid, remote, or in-office)
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Financial Services Administrators
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Compliance and Operations
Talk to Us Today to start your search.
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