As a trusted recruitment firm with a reputation for excellence in the financial advice recruitment industry, Fram Search has been working alongside financial advisory firms since 2010. Headquartered in Bedfordshire, we are proud to serve clients across the entire UK, and while London represents a significant market, we work with clients from all corners of the country. Over the years, we have become well-known among financial planning firms, and our wealth management recruitment specialists are sought after for their expertise and commitment to both clients and candidates.

Fram’s expertise spans all key roles in a financial planning firm, from Paraplanners and T&C Managers to Administrators, Advisers, and Compliance Professionals. We’ve developed an extensive, state-of-the-art database of highly skilled financial professionals, coupled with a dedicated research team focused on identifying and engaging top talent. The result is a recruitment experience that prioritises candidates, provides expert guidance to firms, and enables us to deliver consistently high-quality results. Below, we’ve highlighted a selection of case studies that showcase our work across the financial advice sector.

Our client, a high-quality financial advice firm based outside Edinburgh, had been struggling to fill a Compliance Manager role for some time. While based in a Scottish city, they weren’t located in Edinburgh’s financial centre, and with a limited local talent pool, finding the right candidate was challenging. Our task was to identify top talent, represent our client’s brand effectively, and ensure that our screening process narrowed the field to candidates who could truly thrive in the role.

We were appointed on a contingent yet exclusive basis, allowing us to assign one of our most experienced consultants and an adept researcher to the search. By leveraging Fram’s extensive database, advanced research capabilities, and our team’s networks, we successfully built a highly qualified shortlist. Our consultants took care to highlight the unique attributes of our client’s firm to prospective candidates, ensuring we shared a consistent message that represented the client’s values and aspirations professionally.

This approach led to a brief but well-curated shortlist, delivered efficiently. From there, we guided the client through the offer process, advising on a competitive package and managing negotiations to secure an exceptional hire. This case underscores the importance of working with financial advice recruitment specialists who understand the local market and are adept at tailoring recruitment to unique client needs.

For this assignment, Fram Search worked with a fast-growing financial planning consolidator based in the Midlands. As a firm employing a build-and-buy growth strategy, they needed a Regional Director who could manage change effectively and thrive in a dynamic, high-growth environment. With extensive experience in the wealth management consolidator space, including previous board-level placements for similar firms, Fram was well-positioned to lead this search.

The Midlands market presents its own challenges, with competition for talent extending to London and Birmingham. However, due to our track record with the client, we were appointed exclusively for this search. Our relationship manager’s in-depth understanding of the client’s culture and our team’s network within the consolidator space allowed us to identify individuals who were not only experienced but also adept at navigating a fast-paced and often complex organisational structure.

Within two weeks, we were able to provide a shortlist of outstanding candidates. Throughout the process, we prioritised the candidate experience, ensuring a seamless and positive recruitment journey. Fram’s insights into consolidator firms and the financial planning sector enabled us to bring a level of expertise that added significant value, making the recruitment process efficient and effective.

For this case, Fram worked with a national IFA firm whose paraplanning team operates remotely, supporting advisers across the UK. Given the heightened demand for paraplanners in response to Consumer Duty requirements, firms in the industry face an ongoing shortage of qualified paraplanners. Successful recruitment in this market requires a well-established recruiter with strong relationships and a recognised presence in the financial advice sector.

Our deep understanding of the paraplanning role and our continuous engagement with paraplanning professionals have helped our clients stand out in a competitive recruitment landscape. Our team is committed to understanding the motivations of paraplanning candidates, helping us to match them with the environments where they thrive. We act as brand advocates for our clients, providing a platform that enhances their visibility and attracts top candidates.

Our dedication to financial planning recruitment has enabled us to make a series of successful paraplanning placements for this client. In an industry where talent is scarce, it’s essential to have a recruitment partner with a good reputation who understands the nuances of paraplanning and actively engages with the talent market.