Wealth Management

Led by Divisional Director, Lloyd Prior, 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

Emma Irwin, Group HR Director at HFMC Group Services LLP

Lloyd and I have been working together for nearly four years now and have relatively recently shifted to working exclusively together on mid to senior level appointments. What I really like about Lloyd is that he never pushed exclusivity, instead choosing to put his energy into consistently delivering against whatever brief we put in front of him. As a result, over time we realised that exclusivity was a no brainer as no-one else was coming close to delivering the quality or breadth of candidates that Lloyd was able to present. An important aspect of this is Lloyd’s understanding of the nuances of our business and its culture, which allows him to seek and present candidates who are likely to have a fulfilling and long-term career with us. This makes the whole process incredibly efficient and effective for all parties. He’s also a straight-shooter and I’ve found him to be fair and reasonable even around the occasional tricky negotiation, in fact it’s those kinds of discussions that have created trust and goodwill on both sides and enabled the relationship to flourish. I expect Lloyd to be an invaluable partner in delivering recruitment aspects of an ambitious growth plan over the next 5+ years.

Contact The Team

Lloyd Prior

Divisional Director, Wealth

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Emma Cobbett

Consultant, Wealth

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