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Wealth Management

Our close-knit team has widespread knowledge of the Wealth Management industry. We connect top organisations with quality candidates nationwide.

Roles we recruit for:
  • Business Development
  • Risk & Compliance
  • Employee Benefits
  • Employee Benefits
  • Financial Advice
  • Fund Management
  • IFA Administration & Sales Support
  • Investment Management
  • Management & Senior Leadership
  • Paraplanning

Our close-knit team has widespread knowledge of the Wealth Management industry. We connect top organisations with quality candidates nationwide.

Roles we recruit for:
  • Business Development
  • Risk & Compliance
  • Employee Benefits
  • Employee Benefits
  • Financial Advice
  • Fund Management
  • IFA Administration & Sales Support
  • Investment Management
  • Management & Senior Leadership
  • Paraplanning

Our Local contacts

We recruit for a range of positions in the Wealth Management sector across the UK.

We cover various roles, from Investment Managers and Financial Planners to Mortgage Advisors, Paraplanners, Administration, Compliance, Business Development Specialists and Graduates entering the industry.

We pride ourselves on our expansive network and deep understanding of the Wealth Management industry, which enables us to identify and attract leading talent in Bristol and beyond.

If you’re looking to grow your Financial department, get in touch with the team today.

Oversees Wealth Management across the UK

ED

Director

Head of Wealth Management

+44 1172 482 804

ed.holdaway@capiorecruitment.co.uk

JOE

Founding Partner

Head of Wealth Planning Recruitment

+44 1172 482 803

joe.cowell@capiorecruitment.co.uk

Zak Johnston-Smith

SW & South Wales

Connecting Financial Planning Professionals in the South West with Market-Leading Firms

07703 639 781

zak.johnstonsmith@capiorecruitment.co.uk

DAN

East Midlands

Recruiting Financial Advisers, Paraplanners and Administrators within the East Midlands

+44 1174 506 385

dan.butler@capiorecruitment.co.uk

ABI

South East

Recruiting Financial Services Professionals in London, Home Counties and the South East

+44 1172 338 066

abi.price@capiorecruitment.co.uk

ELOISE

South Central

Recruiting Talented Wealth Management Professionals across London and the South Coast of England

+44 1174 725 051

eloise.adams@capiorecruitment.co.uk

SAM

South West

Recruiting Wealth Planning Professionals in the South West and Wales

+44 1174 506 387

sam.black@capiorecruitment.co.uk

Who we work with

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If you’re searching for your next career move in Wealth Management, our consultants welcome a confidential conversation. We are committed to helping you find what’s right for you.