Wealth Management & Financial Planning Recruitment

Hiring Financial Planning Talent

Hiring experienced financial planning and wealth management professionals has become increasingly challenging for firms across the UK. Demand for qualified Financial Advisers, Paraplanners and experienced support staff continues to grow, while the availability of skilled candidates remains limited.

Many wealth management firms are finding that traditional recruitment approaches are no longer delivering the right results. Strong candidates are often highly selective about the opportunities they pursue, particularly when considering factors such as client portfolios, earning potential, hybrid working and long-term career development.

 

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At Plus One Recruitment, we provide specialist wealth management and financial planning recruitment services across the UK. With over 20 years’ experience recruiting within accountancy and finance, we understand how financial services businesses are structured and how high-performing teams are built.

While we operate nationally, we have a strong presence across Oxfordshire, Warwickshire and the surrounding regions, giving us both local insight and wider market reach.

By combining our established network of financial services professionals with a consultative approach, we help firms attract and secure candidates who can make a meaningful long-term impact.

 

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We Typically Recruit The Following Roles

• Financial Advisers & Financial Planners
• Paraplanners
• Financial Planning Administrators
• Client Relationship Managers
• Compliance & File Review Professionals
• Practice & Operations Managers

 

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Supporting Wealth Management Firms in a Competitive Hiring Market

We work with financial planning firms who are experiencing challenges such as:

• Shortage of experienced paraplanners across the UK
• Difficulty attracting qualified Financial Advisers
• Increasing salary expectations from experienced candidates
• Longer hiring processes due to limited candidate availability

Our approach focuses on identifying and engaging both active and passive candidates within the wealth management sector, helping firms access talent that is not always visible through traditional job advertising.

 

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Why Our Clients Work With Us

• Established network of wealth management and financial planning professionals across the UK
• Strong track record recruiting within accountancy, finance and professional services
• Access to both active and passive candidates
• Honest guidance on salary expectations and candidate availability
• A consultative approach focused on long-term hiring success

 

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Hiring For Your Financial Planning Team?

If you are planning to recruit within your financial planning or wealth management team, we would be happy to discuss your hiring plans. Contact us directly to speak with one of our Recruiters, or upload your vacancy to arrange a call back.