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South West and Wales

Matching top talent to the South West’s leading firms

If you’re looking for the hottest financial candidates in the South West and Wales, we can help you find it. At Recruit UK, we are a niche financial advice recruitment agency with unrivaled knowledge in matching the very best talent to financial firms in the South West and Wales. As one of the country’s specialist financial recruitment agencies, we are proud to offer a bespoke, end-to-end approach to recruitment.

A holistic approach to recruitment

From large multinationals to small independent firms, our clients trust us time and time again to source the finest financial services talent in the South West. So whether you’re looking for financial advisers, paraplanners, mortgage advisers or administrative support, we can help you find the right person for the job every time and take the stress out of your recruitment.

What makes us different

At Recruit UK, we believe that happy candidates make for successful placements. It’s about quality, not quantity, which is why we take the time to get to know each and every applicant. All of our candidates have a detailed career coaching session to find out what is important to them and where they want their career to go, so we can ensure we match the right people to the right roles. We are confident that this unique approach to recruitment sets us apart from the rest.

Our team

We are proud to have a national reach with local expertise, which means we can offer expert knowledge of the market and an exceptional level of service. Our South West and Wales team will work with you every step of the way to help you attract and retain the best talent out there so you can get ahead of the competition.

Discover the hottest financial talent

As one of the few specialist financial services recruitment firms in the UK, we guarantee to find you the right candidate for your position. Ready to take the pain out of your recruitment? Check out our hot candidates in the South West and Wales below.

  • location: Plymouth, Devon
  • Candidate description: This reliable and professional candidate has a strong work ethic. They are organised and motivated to succeed in the industry and have two exams left to complete in order to be DipFA qualified.
  • expected Salary: £26,000
  • qualification:
  • location: Cardiff
  • Candidate description: I am representing a fantastic IFA administrator who has been working in a busy office environment, managing both their own and other colleagues’ workload. They prepare and process all Pensions, Protection, and Investment application and work closely with advisers and clients to ensure this process is efficient and smooth. They are now looking to join a friendly, hardworking team working within administration, in order to support IFA’s and Paraplanners in providing the best Financial Advice to clients.
  • expected Salary: £23,000
  • qualification:
  • location: Mid Glamorgan
  • Candidate description: This hardworking and dedicated candidate is looking to join a firm where she can feel part of the team and grow their career and skillset. They have been working as a Paraplanner for the last 6 years, and thoroughly enjoys researching Financial products, creating reports for advisers, cashflow modelling and fund switching for clients.
  • expected Salary: £30,000
  • qualification: Diploma in Financial Planning
  • location: Exeter, Devon
  • Candidate description: Highly knowledgeable and driven candidate. Completes paraplanning duties including: product research, income strategies as well as report writing.
  • expected Salary: £35,000+
  • qualification: DipFA, CeRER, CeMAP, CertPFS, CeFA
  • location: Bristol/Bath
  • Candidate description: A highly motivated individual with a strong range of interpersonal skills and take an incredibly methodical and conscientious approach to their work. They thoroughly enjoy meeting clients on a day-to-day basis to discuss their financial needs and ultimately devise a plan to help them meet their aspirations.
  • expected Salary: £45,000 +
  • qualification: CII Level 4 Diploma, CII Level 4- Discretionary Management Certificate, CII Level 3- Mortgage and Protection and Equity Release Certificate, CII Level 6, AF8- Retirement Income Planning
  • location: Bristol/Bath/Cheltenham/Swindon
  • Candidate description: And Independent Financial Planner who is now looking for their next opportunity either within a self-employed capacity or employed. Chartered through the CII and also a Fellow of the PFS. A high performing individual with over £200k of fees written last year.   Experienced with all aspects of pension and investment advice, protection, cash flow planning and IHT.
  • expected Salary:
  • qualification: Chartered through the CII , Considering both Employed and Self-Employed roles
  • location: Taunton, Somerset
  • Candidate description: Available immediately due to redundancy, is highly knowledgeable and driven to find a firm that will utilise her skills. She is seeking an opportunity that will have professional development.
  • expected Salary: Circa £25,000
  • qualification: CEMap, wants to complete DipFA, IF9
  • location: Swindon
  • Candidate description: This exciting young Administrator is looking for a new challenge and a company that is willing to use their expertise as well as enhancing their current skillset.
  • expected Salary: £22,000
  • qualification: CeMAP
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