Financial Services Roles
We work with firms across the UK looking to speak with experienced mortgage advisers, financial advisers, IFAs, paraplanners and financial services support professionals.
Some opportunities are listed below, but many are discussed confidentially once we understand your background, what you are looking for and what type of move would actually suit you.
Considering a move?
Most people we speak to are not actively job hunting. They are simply open to understanding whether there may be better opportunities available — more support, a stronger lead setup, a better culture or a cleaner long-term fit.
We work in a more consultative way. That means taking the time to understand what you do now, what you want next and whether there are opportunities that genuinely make sense for you.
Once we understand what you are looking for, there is a strong chance we can either introduce something relevant or give you a clearer view of what is realistically available in the market.
Types of roles we regularly handle
Mortgage Adviser Roles
We regularly speak to firms hiring mortgage advisers across employed and self-employed structures.
- Mortgage Adviser
- Mortgage & Protection Adviser
- Self-Employed Mortgage Adviser
- Mortgage Broker
Financial Adviser & IFA Roles
We work with wealth firms and planning businesses hiring across financial advice and client-facing roles.
- Independent Financial Adviser
- Financial Adviser
- Financial Planner
- Wealth Adviser
Paraplanner Roles
We support firms hiring paraplanners into technical and planning support positions.
- Paraplanner
- Technical Support
- Report Writing Support
- Advice Support Roles
Financial Services Support Roles
We also handle a range of support and operational roles across mortgage and wealth firms.
- Financial Services Administrator
- Sales Support
- Case Manager
- Client Support Roles
How we work with candidates
Confidential conversations
Not every move needs to start with an application. A lot of the time, a proper conversation is the best first step.
Broader market view
We do not just talk about one vacancy. We help you understand the wider market and what types of opportunities may suit you.
Relevant introductions
Once we understand what you are looking for, we can introduce opportunities that fit more closely with your goals and experience.
Longer-term thinking
The focus is not just on making a move. It is on finding the right move.
Frequently asked questions
Do I need to be actively job hunting?
No. Many of the people we speak to are simply exploring what may be available before deciding whether they want to move.
Are all roles advertised publicly?
No. Some opportunities are handled more confidentially and only discussed once we understand your background and what you are looking for.
What type of roles do you recruit for?
We recruit across mortgage advice, financial advice, paraplanning and financial services support roles across the UK.
Open to a conversation?
If you are considering a move — now or later — we can help you understand what is out there and what may realistically suit you.