IFA Talent

Specialist recruitment · UK financial services

The right people for advice firms, from people who understand them.

IFA Talent connects UK financial advice firms, provider platforms and wider financial services operations with advisers, paraplanners, client support and operations professionals, the people who keep everything running.

Hiring? Find your next hire Looking for a role?
  • Working with firms across the UK
  • Confidential, considered approach
  • Financial advisers & planners
  • Paraplanners
  • Administration & client support
  • Platforms & operations
  • UK-wide, working remotely

For employers

Recruitment that speaks the language of your firm

Hiring into an advice firm, platform or provider is about more than a CV. It is about how someone fits your client proposition, your servicing processes and the team around them. IFA Talent specialises in financial advice firms, provider platforms and operations teams across financial services, so we start from an understanding of how those teams actually work.

Roles we cover

Financial advisers & planners

Advisers and planners to look after existing clients, grow your client bank or strengthen your planning proposition.

Paraplanners

Paraplanners to support your advisers with research, analysis and suitability reports, freeing advisers to spend more time with clients.

Administration & client support

Administrators, client support and servicing staff, and the team leaders who keep reviews, new business and onboarding on track.

Platforms & operations

Operations, client services, onboarding and transfers staff, and operations team leaders, for investment and wrap platforms, life and pension providers and wider financial services.

How it works

  1. An honest conversation

    We talk through the role, your team, how your firm works and what a good hire looks like for you.

  2. A clear brief

    We agree the skills, experience and qualities that matter, so everyone is clear on what we are looking for.

  3. A focused shortlist

    We search, speak to candidates and introduce people we believe genuinely suit the role and your firm.

  4. Offer and onboarding

    We help with interviews, offers and the run-up to day one, so your new starter settles in well.

Have a role to fill?

Tell us a little about your firm and the person you need, and we will be in touch.

Discuss a vacancy

For candidates

Your next move in financial services, handled with care

Whether you are an experienced adviser, a paraplanner looking for your next step or someone in administration, client support or operations who wants an organisation that values them, we will take the time to understand what you want from your career.

Roles we recruit for

  • Financial advisers and financial planners
  • Paraplanners
  • Administrators, client support and servicing roles
  • Support team leaders
  • Platform and provider operations, client services, onboarding and transfers
  • Operations team leaders

Confidential. Considered.

A considered, honest approach

We take the time to understand what you want, only put you forward for roles we believe genuinely suit you, and keep your search confidential throughout.

Register your interest

What to expect

A real conversation

We will get to know your experience, the kind of firm you want to work in and what matters to you, from progression to working pattern.

Discretion

Your search stays confidential. We will always confirm with you that it is okay before your details are shared with any firm.

Straightforward updates

We will keep you informed at each stage, help you prepare for interviews and support you through an offer.

About IFA Talent

Specialist recruitment, built around how financial services teams work

IFA Talent is a specialist recruitment business for UK financial advice firms, provider platforms and wider financial services operations. Advice firms are at the heart of what we do: we recruit financial advisers and planners, paraplanners, and the administration and client support staff who keep a firm running. We also recruit operations, client services, onboarding and transfers staff for investment and wrap platforms, life and pension providers and other financial services organisations.

The team behind IFA Talent has hands-on experience of how advice firms run day to day, from support teams and paraplanning to LOAs, onboarding and back-office platforms. We use that understanding to introduce people who will genuinely fit your organisation, and to find candidates a role that suits them.

  • Specialist focusFinancial advice firms, provider platforms and financial services operations.
  • Practical understandingWe know what advice, paraplanning, servicing and operations roles involve in practice.
  • Clear and honestStraightforward, timely communication at every stage.

Contact

Let's talk

Whether you are hiring or looking for your next role, send us a message and we will get back to you.

Email: hello@ifatalent.co.uk

  1. Send your enquiryUse the form or email us directly.
  2. We reply by emailWe will get back to you to arrange a time to talk.
  3. We talk it throughA no-obligation conversation about your role or your next move.

We work with firms and candidates across the UK, remotely.

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