Financial Services Recruitment Specialists | Heat Recruitment

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Financial Services

Recruitment Agency

Helping you find the right talent for your financial advice firm

Looking for talent in wealth management? Heat is a recruitment agency helping financial advice and wealth management firms source the talent they need to grow their operations. From financial advisers to compliance professionals, our deep networks within the financial services industry means we can source the most in-demand talent for your team.

Submit a vacancy

Step 1: Identify your talent needs

We’ll help you tap into the right financial services talent to help you recruit on time and within budget. We’ll work with you to uncover the specific skills and needs of your financial advisory firm, attracting and recruiting the most highly-skilled professionals across the following roles:


– Finance administrators

– Paraplanners

– Financial advisers (IFAs)

– Financial planning analysts

– IFA sales managers

– Pensions administrators & managers

– Employee benefits administrators

– Mortgage advisors & administrators

– Compliance officers

Recruitment process with Heat Recruitment

Step 2: Submit a vacancy

Whether you’re looking for an interim resource or a permanent employee, remote working or office-based, our financial services recruitment agency consultants will help you choose the right hiring or resourcing option that will help your business grow and remain compliant. We work exclusively with financial advisory firms, sourcing the critical talent your business needs.

Identifying top talent

Step 3: Let us do the heavy lifting

Our niche within the financial advisory and wealth management space means that we have our fingers on the pulse of the industry – in fact, many of our consultants used to work in the space themselves. Whether you’re looking for a contractor or interim to hit the ground running or a more permanent solution, our financial specialism means that we have access to the hidden job market, accessing candidates who aren’t actively looking for jobs.


We’ll provide you a candidate shortlist and we can organise for interviews to take place either on-site or by video conference. All of the financial professionals we work with are pre-screened, assessed and vetted on both their technical and soft skills.

Welcoming your new employees

Step 4: Welcome your new financial services hire to the firm

Having the right talent will make all of the difference to your financial advisory firm. On top of attracting and securing the right talent, we’ll make sure you have what you need to welcome that person on board – whether remotely or in-person – letting you get back to business and the task at hand.

“What impressed me about Heat Recruitment, was that they took the time and trouble to find out about us, what we were like and what we required from a new employee. They even made a visit down to Bournemouth to speak to us personally….and brought cakes! Proactive, professional and also a thoroughly decent team to work with, we would therefore have no hesitation in working with Heat Recruitment again.” 


Peter Brown

Blue Sky Financial Planning

“I have worked with Heat Recruitment for over four years and have been provided an effective recruitment service to our business – they’re simply fantastic at what they do. They spend time getting to understand our business and the requirements we need within roles. They are extremely professional and very innovative with providing solutions to solve any recruitment headaches. I would recommend Heat to any companies looking for recruitment support in FS.”

Sophie Gulliver

Al Rayan Bank

“From beginning to end Heat Recruitment have been brilliant. They are one of the only recruitment companies we know of who actually go out and meet their clients, see their offices, meet the team and therefore get a good grasp of how we work as an organisation and who we are looking for. The two people we have recruited through Heat have been real assets to our newly formed team and we will continue to use them.” 

Wendy Meecham

Paraplanner, WTK Financial Planning