Looking for a Better Role in Financial Planning?

If you’re an experienced financial planning professional thinking about a move, we want to hear from you.

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We don’t mass-send CVs or pressure you into unsuitable roles. We’ll get to know your goals, your skill set, and your preferences — then connect you with firms that match.

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Typical Roles We Place:

• Independent Financial Advisers (IFAs)

• Paraplanners (all levels)

• Technical Support / Report Writers

• Financial Services Administrators

• Compliance / Operations

 

Confidentiality guaranteed.