Helping you attract and recruit the most suitable candidates

Save time and Money, let us do it for you?

We will Help you Recruit and Train the Best Consultants.

Recruitment Services

Are you looking to recruit new trainees? Our graduates have all completed our comprehensive online course and are ready to hit the ground running. They will understand and know how to Prospect, complete a factfind meeting and write a detailed client report. As well as this our course follows the CII Award in Financial Planning (non-UK), and we encourage our graduates to join the CII and take the exam.

These are highly motivated new trainess who have shown a high level of committment by spending their own money to learn.


To help you recruit more experienced advisers, we run recruitment campaigns targeting only qualified advisers. We offer Advisers with qualifications and experience free access to our courses to ensure they are accustomed to the subtle differences of working in the offshore market.

Do you need specific qualifications or experience levels?

We can recruit in a variety of countries for qualified advisers with specific language skills.  For example, you may want to recruit a Dutch qualified adviser to target the local ex-pat Dutch market?

We can design and run bespoke campaigns, and we are happy to discuss your needs in the strictest of confidence.

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Training Services

 Our IFA Essentials Course (FULL DETAILS) is designed to attract those who are seeking a career as an International Adviser, but do not have the right qualifications or experience.  It provides an alternative route into the industry.   For employers we feel it shows a great deal of determination by candidates and we encourage our employer clients to  give them a chance.  The course covers everything from how to prospect and find leads, how to prepare a good pre-amble and conduct a good fact find meeting, as well as how to write a client report. Our course is designed so that once completed the graduates should pass  the CII Award in Financial Planning (Non-UK).

  We can design and build a course that is specific to the needs of your company. It may be that your advisers require to pass a local qualification. Or you may want new recruits to learn how to use your CRM and data management systems, and become acustomed to the compliance rules and procedures of your company. 

We would be more than happy to discuss your needs and provide a detailed quote.

Employer Contact Form

If you would like to learn more in regard to our services, please get in touch, either via our online chat services, or give us a call on +44 203 476 9324, or complete the form below and we will get in touch with you as soon as we can.