The AG Team
Recruitment for financial planning firms who want to get it right
We work as an extension of your business to help you hire advisers, paraplanners, administrators, operations and compliance professionals who fit your firm not just the job description.
Our approach is built on experience, data and long-term thinking.
Better hires. Less wasted time. Stronger teams.
Recruitment built around the quality of people
For over 10 years, we’ve helped financial planning firms hire people who actually fit. Not just on paper. Not just for now. But long term.
We go directly to the market using FCA data, industry insight and targeted headhunting to find people most firms never see.
We get under the skin of your business
We take the time to understand how you work, what you value, and who will actually thrive in your environment.
We headhunt, not advertise and hope
We actively approach the right people, using data and insight, not luck.
We do the heavy lifting
We manage outreach, screening, interviews and feedback so you stay focused on running the business.
We stay involved after the hire
Because getting someone to say “yes” is only part of the job. Retention matters.
Why Clients Come To Us
Most firms don’t struggle to hire.
They struggle to hire well, without it eating their time or damaging their culture.
We Hear This All The Time
We’ve interviewed loads of people and none of them are right.”
We paid a big fee last time and still got it wrong."
The good candidates aren’t applying.”
We don’t have time to run recruitment properly alongside running the business.”
And That's Where We Step In
We’ve spent over a decade specialising in financial planning recruitment.
We understand the roles, the pressure points, the notice periods and the reality of this market.
That experience shows in the quality of hires and the length of time they stay.
We use live FCA data, market mapping and direct outreach to identify experienced professionals who aren’t scrolling job boards but will move for the right firm.
