Private Client Investment & Platforms

We recruit for some of the leading names in the Private Client/Wealth Management market, sourcing candidates for permanent and contract positions, from Back Office and Client Services staff through Analysts, Management and Senior level positions.

In this specialist sector, our clients range from Investment Management and Asset Management firms, to Private Banks, Wrap Platforms, Wealth Management Consultancies and Stockbrokers.

Through our recruitment activities, we are constantly updating our sector knowledge and expertise. This market intelligence enables us to provide a broader consultancy role, advising on areas such as salary levels, market changes and current staffing issues.

In this sector we also operate a specific Graduate focus, were we represent high calibre, industry experienced recent Graduates looking to develop their careers

Recruitment areas and people

We fill positions throughout the UK, covering:

  • Investment Administrators: Trainee, Junior and Senior Administrators through to Team Leaders and Managers within all types of product
  • Trust Administration
  • Client Servicing Executives (PEP’S, ISA’S, OEIC’S)
  • SIPP and SSAS specialists
  • Relationship Management & Sales Support
  • Share Dealing & Trade Assistants
  • Fund Administration
  • Investment Compliance
  • Finance & Accounting Staff
  • Business Development & Intermediary Sales
  • Marketing & Events
  • Graduate/Trainees

We have also conducted successful Recruitment exercises for Senior Managerial positions, including CFO, Head of Operations, Head of Client Services and similar positions.