Wealth Management
Wealth Management Clients We Serve
Our clients include: Independent Financial Advisers (IFAs), Financial Advisers, Financial Planners, Private Banks, Discretionary Fund Managers (DFMs), Investment Managers, Family Offices
With a team of highly experienced wealth management recruiters, we specialise in helping firms hire top talent across key business functions. Our senior placements often cover asset gathering roles, with candidates responsible for raising hundreds of millions in new assets.
Key Wealth Management Roles We Recruit For
We provide recruitment services for a wide range of wealth management roles, including: Relationship Managers, Investment Managers, Financial Advisers, IFAs, Financial Planners, Credit Specialists, Mortgage Advisers, Intermediary Sales
In addition to front-office positions, we have a successful track record of placing professionals in Finance, Legal & Compliance, and Operations, including paraplanners and administrators. Our team’s collaborative approach ensures we meet your recruitment needs across all areas.
Coverage includes:
Private Banks
Single Family Offices
Multi-Family Offices
Financial Planners
Discretionary Fund Managers
Asset Managers
Selected placements:
Comprehensive Recruitment Services: Retained & Contingent
Fram offers both retained search and contingent recruitment services. We focus on experienced hires and board appointments, ensuring the right talent is matched to your business.
We also provide expert advisory services on topics including:
- Industry trends
- Mergers & acquisitions
- Retention strategies
- Compensation and benefits
- Organisational structure development
Nationwide Wealth Management Recruitment Coverage
Commitment to Diversity and Sustainability
Contact Fram – Leading Wealth Management Recruiters in the UK
Chloe Tillman
Head of Sales & Marketing
[email protected]
07864 653 036
01525 864 372
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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:
- 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
- We started a process of networking, database search, and intensive research to identify qualified candidates
- We approached suitable individuals to engage them in a conversation
- We assessed individuals’ skills ensuring they meet the client’s criteria
- Shortlisting
- 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