• Displaying 10 jobs of 418

IFA Administrator

Location Surrey
Salary £23,000 Per Annum
Type Permanent
Ref 49408

The Client This is an exciting opportunity for an experienced IFA Administrator to join a successful Financial Planning firm, based out of their Surrey offices. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in […]

EB Consultant

Location Weybridge
Salary £40,000 - £50,000 Per Annum
Type Permanent
Ref 49389

The Client: An exciting opportunity for an experienced Employee Benefits Consultant has opened at a highly regarded financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients. They pride themselves on the highest level of personal advice and professionalism that they provide each and every […]

EB Consultant

Location London
Salary £40,000 - £50,000 Per Annum
Type Permanent
Ref 49390

The Client: An exciting opportunity for an experienced Employee Benefits Consultant has opened at a highly regarded financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients. They pride themselves on the highest level of personal advice and professionalism that they provide each and every […]

Trainee Paraplaner

Location Lichfield
Salary £20,000 - £28,000 Per Annum
Type Permanent
Ref 49402

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning service. With specialist expertise on investment management and pension solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. The Opportunity During a period of growth, our client is […]

Self-Employed Wealth Manager

Location New Barnet,
Salary £60,000 - £80,000 Per Annum
Type Permanent
Ref 49397

The opportunity for an experienced wealth manager to join a Financial Services firm who specialise in Mortgages, Protection, Asset Protection, Pensions, Equity Release, Wills and Trust advising. The Opportunity During a period of expansion, a position has arisen for an experienced wealth manager to develop the wealth management side of the business. The right candidate would be able to […]

Employed Financial Planner

Location Manchester
Salary £30,000 - £50,000 Per Annum
Type Permanent
Ref 49394

Our Client is a National Financial Planning firm with advisors and offices based all around the UK, who are looking to bring in new talent. Due to an extremely fruitful period of business, our client is now looking to expand by adding new members to the Financial Planning team in various locations. Our clients main focus […]

Paraplanner

Location Liverpool
Salary £25,000 - £35,000 Per Annum
Type Permanent
Ref 49371

  A well-established Wealth Management practice in Liverpool require a Paraplanner who is dedicated to enhancing their knowledge, experience and skills in this area. Ideally, you will have previous experience as a Paraplanner or within a fast paced environment and have extensive product knowledge in the areas of pensions, investments and protection. The successful candidate […]

Paraplanner

Location Harpenden
Salary £28,000 - £40,000 Per Annum
Type Permanent
Ref 49298

An exceptional opportunity for an experienced Paraplanner to join a Boutique Wealth Management firm who focus on providing a high quality financial planning and investment management service. The Opportunity: During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful financial planners of the business. You will have the […]

Paraplanner

Location Mansfield
Salary £30,000 - £40,000 Per Annum
Type Permanent
Ref 49352

There is a fantastic opportunity here to for a successful Paraplanner to join an award winning global Advisory firm from their East Midlands office set up. Our Client is a growing practice with a fantastic industry name, whom focus on providing a highly personalised financial planning service ensuring the Client is at the heart of […]

IFA Administrator

Location SUTTON COLDFIELD
Salary £18,000 - £27,000 Per Annum
Type Permanent
Ref 49349

The opportunity for an experienced IFA Administrator to join a fantastic Financial Services firm based in Sutton Coldfield who focus on providing a high quality financial planning and investment management service.    The Opportunity A position has arisen for a highly experienced IFA Administrator to support a successful Financial Planner. The candidate will be assisting with admin, assisting the […]

Specialist Financial Services Recruitment Consultancy

Our clients include the top finance companies in the UK

How we can help you attract the right candidates to your wealth management firm

We understand it takes a broad range of talent to run a profitable financial advisory firm. In today’s competitive climate, the need for a loyal team of high-performers in every department cannot be overstated. In order to build a winning team, wealth management firms must strike engagement with each respective audience, crafting a compelling proposition that pulls in the best and brightest for each area of the company.

Business leaders and HR professionals in the financial sector appreciate this pressing need – however, with an ever-growing list of responsibilities, dedicating the time to crafting and implementing a successful talent acquisition strategy isn’t easy.

That’s where we come in. With a myriad of roles to recruit, our team works with IFA firms to source and secure a steady stream of talented candidates. If your firm is on a recruitment drive but needs a helping hand, we’re available to provide specialist support across a number of areas:

Permanent & Contractors Solutions

Today, the UK workforce is full to the brim with freelancers, independent contractors and on-demand workers. In the world of wealth management, capitalising on talent within the contractor market can allow firms to reduce their overheads and fill skills gaps within various departments.

At Heat Recruitment, we put wealth management firms in touch with highly talented contractors that can meet their needs on a short or long-term basis. We’ll manage the process and ensure everything runs smoothly from sourcing to placement to ensure minimal disruption.

On the other hand, we know that taking on new talent on a permanent basis can benefit a wealth management firm in the long-run. Should you seek specialist support in the hiring process, our team bring years of expertise in the financial services sector and a collective network brimming with a diverse range of talent;

From Financial Advisers, Paraplanners, Technical Administrators, Compliance professionals, HR and IT to finance-specific roles, we’ve got you covered.

Recruitment Process Outsource (RPO)

Today’s sophisticated RPO partnerships goes beyond the goal of getting people through the door – rather, they act as a true extension of the business, collaborating with the HR leaders and hiring managers of the firm to devise and implement a talent acquisition strategy that reflects the company goals. From working with you to shape your employer brand to using data analytics to continually optimise the process, partnering with Heat Recruitment can be transformational for a wealth management firm with a range of roles to fill.

We don’t have a one-size fits all approach to building an RPO, this will be completely tailored to the needs and hiring strategy of the business to maximise results and financial efficiency. Typically, this model will work well with firms seeking to make multiple hires throughout the year, with a desire to streamline their recruitment process.

Contingency Search

In a landscape characterised by constant change, it’s not always easy to see what challenges or needs might be waiting around the corner. Sometimes it makes sense to only pay when the process is complete and your new hire is fully on board. Should you need a recruiter you can call upon to place a particular candidate at the drop of a hat, you can count on us to deliver a service that exceeds your expectations. We approach contingency recruiting with thoroughness, discretion and deep industry knowledge. Boasting an unrivalled network of candidates in the sector, we will help you to source the talent necessary to achieve your strategic ambitions.

Executive Search / Headhunting

From the increasing cost of regulation to digital disruption and mounting competition from new market entrants, executives in wealth management firms today require strategic vision and experience in order to compete effectively. Sourcing candidates for senior roles in this sector demands an understanding of what it takes to navigate challenges and drive success in a wealth management firm today.

Having placed a vast number of senior-level candidates for financial advisory firms across the country, you can count on us to find leaders from our extensive networks who can capture opportunities and deliver targeted investment outcomes. Working proactively on your behalf and treating the search with the highest level of confidentiality, our executive search team can connect you with outstanding leaders who possess the industry insight and expertise necessary to achieve transformational results.

The Art Of Recruitment:

Our first step in the recruitment process is to spend time getting to understand your requirement. We get to know your business, the kind of applicant you feel would fit in best and the skills and experienced required for that candidate to excel in the role. We want to find you the perfect candidate and believe we have to fully understand your business to achieve this.