Overview

• Founded in 2017 and headquartered at 1200 Century Way, Leeds, England, LS15 8ZA
• Specializes exclusively in Wealth Management recruitment across the UK with 10 years of focused experience in this market
• Combines 18 years of Financial Services recruitment expertise with modern techniques and relationship-driven strategies
• Operates as a small firm offering bespoke, proactive services to candidates and clients in Wealth Management roles
• Maintains a UK-wide network of loyal relationships developed through personalized engagement since 2017

Specializations

• Wealth Management recruitment for roles including Financial Planners, Investment Managers, and Private Bankers
• Financial Planning recruitment specializing in COP Financial Planners, Paraplanners, and Trainee Financial Planners
• Investment Management talent acquisition for Investment Administrators, Analysts, and Trainee Investment Managers
• Support staff recruitment including Administrators and operational roles specific to Wealth Management firms

Services & Approach

• Tailored recruitment solutions for Financial Services businesses seeking long-term growth candidates
• Advisory services for Wealth Management professionals navigating career transitions or advancements
• Proactive candidate-client matching using 18 years of Financial Services industry networks and insights
• Relationship-focused recruitment emphasizing personalized engagement and consultative approach since 2017