UK IFA & Wealth Management Recruitment

Wealthlink Recruitment

For Clients

Strategic Talent Partners for Wealth Management and Financial Planning Practices across the UK

Welcome to Wealthlink Recruitment

Established in 2024, Wealthlink Recruitment is a boutique, independent agency dedicated to helping Independent Financial Adviser (IFA) firms across the UK grow through effective and sustainable talent acquisition.

Our Approach: A Talent Strategy That Delivers

We are not a CV marketing service. We are recruitment consultants who solve the real challenge: how to source, attract, assess, and retain high-quality talent in a highly competitive sector.

Positions we specialise in:

Successful recruitment is about more than filling a vacancy. It is about aligning your business goals with a long-term people strategy. We work with you to create a hiring approach that is both efficient and futureproof

Understanding the Market

We speak with qualified candidates, on a daily basis, who are both actively searching for a new role and passively assessing their options. This gives us unique insight into market trends and what candidates are really looking for

Unsure what a fair and competitive salary looks like in your region? Ask us.
Not sure if on-site, hybrid, or remote working is standard for your area or role type? We will provide the data.
Concerned your budget does not reflect current market conditions? We will benchmark it and suggest alternatives before you miss out on great candidates

Clear, Effective Advertisements

We write job descriptions and outreach that is clear, concise, and search engine optimised. These ads are designed to:

Attract qualified candidates
Deter unsuitable applicants
Reflect your business ethos and culture

Your job advert is often the first impression a candidate has of your firm. We make sure it is a good one.

Finding and Screening the Right People

We have access to a talent pool of over 20,000 financial services professionals across the UK. Many have been pre-screened and matched by location, skillset, and career goals.

For specific or urgent vacancies, we can proactively headhunt from our extended network to ensure a fast and accurate match.

We assess more than just a CV.

Is the candidate genuinely interested in your business?
Do they align with your values, goals, and working style?
Can they grow with your team, not just fill a gap?

Improving the Hiring Process

No matter how interesting an opportunity or appealing a package is poor process can put off quality candidates. We help you avoid common pitfalls by considering the following:

Is your interview process structured, up to date, and appealing to candidates?
Are you giving applicants the clarity and confidence they need to say yes?
Are you moving quickly enough to secure your preferred candidate before competitors do?

Offer Strategy and Retention Support

Making an offer is not the final step. We help you secure long-term hires by supporting:

Offer structuring and negotiation, ensuring you remain competitive without overextending your budget
Guidance on onboarding and early engagement to improve long-term retention
Advice on identifying whether a candidate is serious about your role or just exploring options