Wealth management & IFA recruitment
Talent for adviser growth, regional expansion and longer-term value creation.
The UK wealth management market is changing rapidly. Consolidation, private equity investment, succession planning and increasing competition for experienced advisers are creating both opportunity and disruption.
Our work can range from an individual adviser appointment to a structured market-mapping and talent-engagement programme across an entire competitor landscape.
Market focus
Organisations we support
- Independent wealth managers
- Financial planning and IFA businesses
- Private equity-backed platforms
- Acquisitive consolidators
- Regional advice businesses
- Founder-led firms planning succession
What experienced advisers consider
Adviser recruitment is rarely just about compensation. Candidates may also consider investment proposition, client ownership, servicing support, technology, autonomy, culture, succession, equity opportunities, restrictive covenants and the long-term direction of the business.
Appointments
Areas of focus
The precise search strategy is shaped around the organisation, the mandate and the outcome required.
- Experienced Financial Advisers
- Independent Financial Advisers
- Chartered Financial Planners
- Investment Managers
- Regional Leaders
- Heads of Advice
- Adviser Recruitment
- Client Relationship Leadership
- Growth and Distribution
- Integration and Acquisition Roles
- Compliance and Advice Quality
- Operations and Adviser Support
Explore the market before approaching it.
Market mapping, direct sourcing and informed engagement can help clients understand the real talent landscape.