Wealth and Financial Planning

Recruitment

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Leading Wealth Management and Financial Planning Recruitment

Working with the top UK brands building world-class teams.

At Swarm Recruitment, we are dedicated to excellence in Financial Services recruitment, specialising in Wealth, Financial Planning and associated support roles.

Our expertise in these sectors is matched by our commitment to professionalism, integrity, and ethical agency standards.

Trained experienced consultants with the latest cutting-edge tech creating value and impact for your business.

The Swarm works with national brands such as Rathbones, St. James Place and Franklyn. We supporting the growth great small and medium firms.

For our community, 10% of profits go to good causes including job seeking support.

Specialisms

    • Wealth Manager, Financial Adviser/Planner

    • Paraplanner

    • Financial Administrator

    • Chief Financial Officer (CFO)

    • Finance Director

    • Finance Manager

Your initial contacts:

Oliver Cliffe CertRP

Head of Financial Services Recruitment

Oliver is a seasoned expert in Financial Services recruitment with a proven track record and extensive experience. He is renowned for his commitment to delivering high-quality service to both clients and candidates. Oliver's expertise spans Mortgages, Wealth Management, and Accountancy recruitment, and he is known for his consultative approach and ability to excel under pressure.

Outside of work, Oliver’s enthusiasm extends to his personal interests, including football, cricket, and golf. His passion for travel and cultural experiences further fuels his drive, both professionally and personally.

Wendy Wakefield

Senior Consultant - Wealth Management and Financial Planning

Wendy is a highly experienced recruiter and trainer with over 20 years experience in the staffing and people sector.

Passionate about high quality service, building relationships and best recruitment practices you will get the support, empathy and guidance you need.

Recruitment Service

Expertise

Leveraging our deep industry knowledge, we know exactly where and how to advertise your roles for maximum impact. From mainstream job portals to specialised services, our marketing strategies are designed to reach the most suitable candidates.

Approach

Our approach is consultative, providing expert advice and support to help you market roles effectively, determine competitive salaries, and secure top talent in a streamlined process.

Building trusting relationships is at the heart of our strategy, ensuring that we attract and retain great people. There’s also a full 8 week guarantee for peace of mind.

Ethics and Values

We value long-term partnerships built on trust and transparency. We adhere to clear ethical guidelines and engage in honest conversations to help you improve and achieve your recruitment goals.

Our recruiters are driven by impact, not simply placing anyone in a role. Exceptional results and lasting, trusting relationships.

Community work includes 10% of profits going to good causes.

Logo with the name David James Wealth and two orange slashes.
The word 'FRANKLYN' in bold, black uppercase letters centered on a white background.
Zest logo on an orange background
Boosts Financial logo with purple and pink text on a dark background.
Text reading 'St James's Place'
Five gold stars in a row on a black background

What People Are Saying

Google 5 Star rated

Dedicated and Knowledgeable

“Thanks to their support, I found a role that aligns perfectly with my goals.
I would highly recommend Oliver to anyone looking for dedicated and knowledgeable recruiter who truly cares about their clients’ success.”

Five gold stars in a row on a black background.

A Fantastic Service

”Our previous recruitment company had been unable to find a candidate with the required skills and kept telling me we needed to increase the salary and package?
Oliver and Paul, took on the challenge with a 2 week exclusivity clause and found a number of well qualified candidates within our budget.
Excellent all round service, great communication and the right outcome. Thank you guys :)”

Five gold stars in a row

Every Step of the Way

“Oliver Cliffe was great, constant contact and helped me every step of the way finding a new job. Thank you Oliver!.”

Five gold stars arranged in a row

FAQs

    • Highly trained, experienced and sector focused.

    • A consultative relationship approach for best results.

    • We hire personable people with integrity and intelligence.

    • Multiple Jobs boards

    • Multiple proven CV databases

    • Large Networks and Social presence

    • AI and tech to reach almost anyone

    • Consultants with time - we ensure our consultant are not working too many projects at once

    • We value long-term partnerships built on trust and transparency.

    • We adhere to clear ethical guidelines and engage in honest conversations to help you improve and achieve your recruitment goals.

    • We do not approach candidates currently employed by your company, maintaining a focus on ethical and respectful practices.

    • Our recruiters are driven by results, not simply placing anyone in a role.

    • We offer an 8 week full guarantee and strive to maintain open communication with candidates, even if initially rejected.

    • Our commitment is to deliver exceptional results and build lasting, trusting relationships.

    • Choose Swarm Recruitment for a professional, ethical, and results-oriented approach to Financial Services recruitment.

  • At Swarm our fees are very competitive, showing that we are committed to providing you with the best possible service, creating long lasting relationships.

    • No placement, no fee

    • A fee of 15% + VAT

    • A reduced fee of 12.5% + VAT for up to 4 weeks exclusivity 

    • 14 day payment from the candidates start date, invoiced at start

    • 100% rebate or replacement for up to 8 weeks

    • 10% of our profits go to good causes including job seeking support.

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