Wealth Management & Financial Planning Specialists

Regulatory change and ever-evolving technology innovation mean it has become increasingly important for Wealth Management firms to differentiate themselves through the exceptional quality of their team. A human approach - we match people with people rather than CVs with job specs. We anticipate current as well as future needs and carefully identify how a candidate will fit within and add real value to your business.

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We recruit for:

  • Senior Executives and Directors
  • Wealth Advisors & Planners
  • Portfolio Managers
  • Relationship Managers
  • Paraplanner
  • Client Services
  • Compliance
  • Risk Management
  • Operations

"Having worked with Claret for many years, we’ve been able to build an excellent working relationship with Jamie and Daniel. They have really taken the time to get to know our business, our culture, our pressures and how we like to work. I also feel that we can trust them to understand both our recruitment needs and our standards as a Firm. I’m delighted to hear that Claret is growing, and I wish them the very best."

Associate Director, Wealth Management