
Wealth Management
Led by Managing Director, Anthony Clark, and supported by a team of researchers and consultants, our Wealth Management department have built an enviable track record working with some of the most well respected businesses in the industry.
Approach
Put simply, we are hugely proactive. Our clients quite rightly expect a calibre of candidate who is often not going to be found through more passive methods of recruitment. Our longevity in the market not only ensures we have a deep network of relationships, but equally a sophisticated ability to research and map hidden pools of talent.
Clients
Our typical client base is broad and encompasses boutique IFA's, national wealth planning businesses, private banking/financial planning companies as well as new digitally led propositions in the industry. One commonality that they share is a desire to be best in class and to attract top tier professionals.
Roles
Board level Executives
Head of Financial Planning or Head of Operations
Director/Team Lead
Wealth Manager/Wealth Adviser
Financial Adviser/Planner
Paraplanner