SPECIALIST FINANCIAL PLANNING RECRUITMENT
Financial Planning recruitment, built around quality not volume
We help Financial Planning firms find people who genuinely fit the role, the team and the business using direct search, FCA-led market mapping, targeted advertising, screening and recorded first interviews.
From advisers and paraplanners through to compliance, operations and client support, our work combines direct search, market mapping and honest recruitment judgement.
10+ years supporting Financial Planning firms across adviser, paraplanning, compliance, operations and client support roles.
10+ years
Supporting Financial Planning firms
Direct search
Reaching people beyond job boards
Market mapping
FCA data, postcode targeting and live conversations
Fixed fee
Spread over 12 months, not linked to salary
SPECIALIST COVERAGE
The roles that keep Financial Planning firms moving
We support firms across the advisory, technical, operational and client-facing roles that sit behind a well-run Financial Planning business.
01
Financial Advisers & Planners
Advisory hires across independent, restricted, employed and self-employed Financial Planning models.
02
Paraplanners
Technical, senior and hybrid paraplanning roles across report writing, research, client meeting support and adviser partnership.
03
Compliance & Operations
Compliance, file review, operations, practice management and leadership roles that support stable growth.
04
Admin & Client Support
Administrators, client relationship support and service-focused hires who keep the client journey moving.
Whether you’re hiring now or planning future growth, we help you understand what is realistic before approaching the right people.
HOW WE WORK
A more targeted way to recruit
We do not rely on job adverts and hope the right people apply. We map the market, approach people directly, create the right advert and candidate-facing message, and qualify fit before candidates reach your interview process.
We work as an extension of your team, keeping close to the search with regular updates, candidate feedback and market insight.
That means your search is more focused, your shortlist is more relevant and your time is spent with people who are genuinely aligned to the role.
01
Understand the business first
We take time to understand how your firm works, what you value and who will genuinely fit your environment.
02
Map the market properly
We use FCA data, postcode radius search, market mapping and live conversations to understand where the right people are likely to sit.
03
Approach the right people
We actively approach relevant candidates rather than waiting for applications from whoever happens to be looking.
04
Qualify fit before interview
We look at experience, expectations, motivation, salary, location and long-term fit before someone reaches your shortlist.
Where relevant, candidates are presented with a bespoke profile, CV and recorded first interview, so you are not using your diary for unnecessary first-stage meetings.
05
Stay close throughout the search and after the hire
We keep close to the process with regular updates, market feedback, candidate feedback, offer support, onboarding and retention because long-term fit matters.
MARKET INSIGHT
Recruitment supported by real market insight
We use data and live market conversations to understand where talent sits, how firms are structured and what candidates expect from their next move.
FCA DATA
A clearer view of the Financial Planning market
Understand firm structure, adviser footprint, regional capacity and the firms most likely to hold the talent you need.
- Firm structure
- Adviser footprint
- Regional market depth
- Top firm rankings
SALARY SURVEY
Salary, flexibility and career insight for Paraplanners
Benchmark salary, benefits, hybrid working, career sentiment and retention pressure across the Paraplanning market.
- Salary benchmarking
- Benefits
- Hybrid working
- Career progression
WHY FIRMS COME TO US
When recruitment feels harder than it should
Most firms do not come to us because they want more CVs. They come to us because they need a better way to identify, approach and qualify the right people.
That usually starts with one of these problems.
“
We’ve interviewed plenty of people, but none of them are right.
“
We paid a fee last time and still got it wrong.
“
We’re already using recruiters, but it still feels like we’re doing most of the work.
“
We do not have time to run the search properly.
That is where a more targeted, direct and data-led approach makes the difference.
THE AG TEAM
Specialists in Financial Planning recruitment
We know the roles, the pressure points and the difference between someone who looks right on paper and someone who will actually fit the business.
Lee Old
Co-Founder
Lewis Byford
Co-Founder
Mark Penswick
Partner
Kelley Giddy
Recruitment Consultant
Samantha Golding
Recruitment Consultant
Mark Frost
Recruitment Consultant
Jade Ling
Senior Business Support Executive
Over 10 years supporting Financial Planning firms across adviser, paraplanning, compliance, operations and client support roles.
READY TO HIRE?
Hiring in Financial Planning?
Whether you need an adviser, paraplanner, administrator, compliance hire or future team planning support, we can help you understand the market and approach the right people.
Fixed fee recruitment, spread over 12 months, for firms that want a proper search without percentage-of-salary surprises.
Fixed fee recruitment
Spread over 12 months.