Wealth Management

Fram has one of the leading Wealth Management recruitment Practices in the UK. We work with clients in the UK and overseas assisting them hire top industry talent across key functions.

Our coverage includes hiring: Relationship Managers, Portfolio Managers, Financial Advisers, and credit specialists. Through our other dedicated Practices we also helps clients hire in Sales & Marketing, Finance, Legal & Compliance, and Operations. We deploy the best team to solve your hiring needs. This “one firm” approach enables us to advise clients on a wide range of issues such as industry trends, acquisitions, retention, reward and organisational structures.

Offering both retained search and contingent solutions, our placements are mainly experienced hires through to the marzipan layer. However, we have extensive expertise at all levels within the industry and our network is extensive and the result of over 20 years combined wealth management recruitment experience.

All staff have undertaken unconscious bias training and following up on our commitment to running a sustainable business, we offset all of our carbon emissions.

Contact us

Coverage includes:

Private Banks

Single Family Offices

Multi-Family Offices

Financial Planners

Discretionary Fund Managers

Asset Managers

Kelly Biggar - head of wealth and investments

Kelly Biggar

Head of Investments & Advice
[email protected]
07803 210 355
01525 864 372
Simon Roderick - Fram Search

Simon Roderick

Managing Director
[email protected]
01525 864 372

Chloe Tillman

Head of Sales & Marketing
[email protected]
07864 653 036
01525 864 372

Gayle Waller - Fram Search

Gayle Waller

[email protected]
01525 864 372

Case studies & testimonials:

Head of Financial Planning - successful and respected law firm

We were contacted by the firm, as this was a senior appointment, and whilst the client had already met some strong candidates, they hadn’t quite met the brief. The role was very attractive, but as the firm is based outside of London, the available talent pool was smaller than normal.

Fram followed our six-step proven process, which includes the following:

  1. We arranged a client meeting to understand the firm and culture, to clearly define the role, and to clarify the profile of the ideal candidate
  2. We started a process of networking, database search, and intensive research to identify qualified candidates
  3. We approached suitable individuals to engage them in a conversation
  4. We assessed individuals’ skills ensuring they meet the client’s criteria
  5. Shortlisting
  6. We arranged interviews and advised both parties throughout

We were exclusively appointed by the client, and we shortlisted within four weeks of being briefed. This resulted in a highly qualified candidate being appointed, who has since gone on to be a very successful hire.

Fram's contingent success rate is nearly three times the industry average -
here are some reasons why:

Proactive service

We use a robust process, which includes using headhunting techniques on all assignments

Industry expertise

Our multi-functional practices are staffed by specialists with deep understanding of your market and function

Candidate screening

We screen all our candidates, and will not waste your time with irrelevant CVs. We understand that your time is precious.

Outstanding networks

Strong networks and a comprehensive database, including passive talent. We don't buy data or use CV databases

Collaborative culture

Uniquely, our consultants are not set up to compete, but work together to provide the best possible services for our clients