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Finance/Wealth Management Recruitment

Robert Alan Partnership have a dedicated Finance/Wealth Management division, with experience in providing key personnel in the Wealth Management, Asset Management, Operations and Compliance/Risk sectors.

Whether your requirement is for management level head-hunting or skilled executives, Robert Alan will source, interview and shortlist in line with our key ethos of supplying the right candidate for the right position.

As a client you are well aware of the expense of sourcing Senior Management staff or identifying tomorrow’s talent: you are also aware of the cost to the business of getting it wrong.

At Robert Alan we understand this and take care to fully research the candidates, but more importantly we take the time to understand the position you are trying to fill. Trying to source candidates without understanding the role is planning to fail.

With this in mind we produce a detailed role specification which identifies key skills, corporate requirements and career pathways. Once we have defined the specification to your satisfaction, we then query our executive personnel database and examine the market place for suitable candidates. Only those who are a perfect match for your requirements will be short listed.

With access to consultants with many years' experience in this industry, you can be sure we will represent you to the best of our ability.

As a candidate you need to be sure that the agency you choose understands your specific requirements as well as those of the employer. An agency that will not waste your time because they do not understand these requirements through lack of experience, dedication or simply do not have access to the best vacancies.

Robert Alan Partnership have a reputation with candidates and corporates alike of placing the right executives in the right positions, with the right companies.

We are on the Preferred Supplier List of several of the country's most prestigious national financial wealth management companies, ensuring you as the candidate that we can source the best opportunities for your career progression.

Our Clients include Chase de Vere, Old Mutual Wealth, Intrinsic, Squirrel Wealth Management, Sanlam Private Wealth and LEBC Group, with several high profile opportunities in the West Midlands and nationally, both employed and self-employed.

We currently have positions available in:

For Administration staff, IFA's and Senior IFA's, also sales and branch management roles.

IFA Candidates must have a minimum of Diploma Level 4 Status and Managers Chartered.

Contact Us now via email at info@robert-alan.co.uk or, if you prefer, by our online contact form.