Fixed fee recruitment for Financial Planning roles
Find top talent in IFA, financial planning and wealth management.
Fixed fee recruitment for Financial Planning roles
Find top talent in IFA, financial planning and wealth management.
Case studies - completed roles
Office-based London Paraplanner
Practice Manager - West England
Practice Manager - West England
A new London based financial advisory firm wanted to hire a Paraplanner — a role that’s notoriously hard to fill with the right combination of technical skill and client-facing ability.
I worked closely with the firm to understand exactly what they needed and what their ideal candidate would look like. By creating a compelling, targeted
A new London based financial advisory firm wanted to hire a Paraplanner — a role that’s notoriously hard to fill with the right combination of technical skill and client-facing ability.
I worked closely with the firm to understand exactly what they needed and what their ideal candidate would look like. By creating a compelling, targeted job advert and leveraging my network, I quickly generated a strong pipeline of applicants.
Because I operate on a fixed-fee, non-commission basis, the client had full choice of candidates without any pressure — and I could provide honest guidance every step of the way. I coordinated interviews, gave feedback, and made the offer process simple.
The result? A highly skilled paraplanner who fitted the firm’s culture perfectly — all without the inflated costs or stress of traditional recruitment.
Practice Manager - West England
Practice Manager - West England
Practice Manager - West England
A growing South West-based practice needed a Practice Manager who could hit the ground running and oversee operations smoothly. With such a senior and strategic role, they wanted quality candidates, not just quantity, but traditional recruiters often left them frustrated with limited choice and high fees.
I handled the end-to-end process:
A growing South West-based practice needed a Practice Manager who could hit the ground running and oversee operations smoothly. With such a senior and strategic role, they wanted quality candidates, not just quantity, but traditional recruiters often left them frustrated with limited choice and high fees.
I handled the end-to-end process: from crafting a job advert that attracted the right talent, to shortlisting candidates, managing interviews, and advising on offers. Because I’m independent and don’t work on commission, I could act in the client’s best interests, giving them real control and guidance throughout.
Even for this harder-to-fill role, they had a strong shortlist of highly suitable candidates within weeks — saving them time, money, and hassle, and ultimately securing a Practice Manager they could trust to take the business forward.
Remote Senior IFA Administrator
Practice Manager - West England
Remote Senior IFA Administrator
A financial services firm needed a Senior IFA Administrator to work remotely — a role that requires both technical expertise and the ability to work independently.
I started by getting a deep understanding of the client’s needs, focusing not just on skills, but on culture fit and the qualities that would make someone thrive in a remote
A financial services firm needed a Senior IFA Administrator to work remotely — a role that requires both technical expertise and the ability to work independently.
I started by getting a deep understanding of the client’s needs, focusing not just on skills, but on culture fit and the qualities that would make someone thrive in a remote environment. I then created a targeted, engaging job advert and drew on my network to generate a strong pool of candidates. The client had full control and choice throughout the process. I coordinated interviews, provided feedback, and guided them through every step, effectively being with them from advert to offer.
The result? A standout candidate who met every requirement and could join the team quickly — saving the client both time and money compared to traditional recruitment methods.