Seeking Lifestyle Financial Planners

Are you searching for the next step in your financial planning career? Looking to move from employed to self-employed, seeking an employer that will support you through your studies, seeking a client bank or lead generation programme, business development management, an in-house investment proposition, competitive retention rates, a permanent office or hot-desk environment, a home based role, administration and paraplanning support, autonomy, or the security of a salary and benefits package? Whatever your needs maybe we can help, we have access to employers across the country with varying remuneration and support packages actively seeking the best talent in the financial planning market.

Much like lifestyle financial planning, goal setting, and achieving objectives with your clients, have you given the same thought to your career? Where do you want to be in the next 5 years? How are you going to achieve financial freedom? What is your exit strategy? Let us save you the time and effort in sending out your CV to prospective employers and engage with us - we can put you directly in touch with the hiring managers at your next firm.


"Having worked for NatWest for a long time I had reservations about entering the IFA world, but Lee gave me so much support and put me in touch with a great organisation that was right for me. He helped me through the whole process and I will never look back! It’s great to have a consultant that listens to you and puts you in front of the right companies for you, rather than just everyone they can! If you are thinking of changing, speak to Lee!."
Adam, February 14th 2018
"Lewis took the time to understand me and what I wanted from a role. As he understood my needs he only presented me with roles that were relevant to me. He was in constant contact and kept me fully up to date throughout the entire process. Lewis is not your normal recruitment person and really does go above and beyond. I can really recommend his services and company."
Daniel, December 7th 2017
"I highly recommend Lee. He has been extremely helpful, efficient and professional throughout the full recruitment process, from our initial discussion regarding my ideal job requirements, through to my start date at my new company. His suggestions and industry insights were particularly useful during the interview process and he was always available to provide advice and willing to go the extra mile."
Daniel, December 5th 2017
"Lee has been a pleasure to deal with from start to finish, efficient, professional, and personable. His knowledge and contacts in the Financial Services industry make him the man to have a chat with for anyone considering a move."
Dafydd, December 5th 2017
"I've got to say Lee has been fantastic in getting me into my current role. He was great support from the start of the recruitment process right through until the end. I had been trying to get into this particular company for around 10 months and had spoken to other recruiters that were unable to help me move into a new job role. With Lee's expertise and contacts, I secured the role less than 3 weeks of having been told that it wouldn't be an option from other recruiters. I would highly recommend Lee without hesitation."
Kevin, December 5th 2017
"Lee is a very proactive and thinks outside of the box when it comes to identifying and placing suitable candidates. I owe my current position to Lee's understanding that many legal skills are transferable between practice areas and I can't thank him enough for presenting me with an opportunity that I would not have ordinarily considered. I have worked with him since from the other side and can highly recommend him from an employers perspective also."
Tristan, December 4th 2017
"Lee works very hard for his candidates in finding the right position with the right package, using the collective experience of the firm to stay up to date with the market. He was very supportive during the recruitment process, keeping the communication open with all parties over an extended period, which was caused by my own health issues. If you are looking for that change of direction, Lee is well placed to find what you are looking for and is highly recommended."
Geoff, December 4th 2017