Hire investment brokers and client-facing support for high-net-worth investors
Investment brokers, client relationship managers and the onboarding/compliance staff behind them — we place people who can sell alternative assets like real estate and whisky cask investments to high-net-worth clients, and the support staff who keep every client relationship running smoothly.
HNW client-facing polish
Candidates who can build trust with high-net-worth investors from the first call.
Compliance-comfortable
Screened for genuine comfort with KYC and onboarding-heavy processes.
No placement, no fee
Pay only when we successfully place someone.
Built for high-net-worth client relationships
Selling an alternative asset to a discerning investor takes a different kind of candidate — we know how to find them.
HNW-appropriate polish
Candidates who can build genuine trust and credibility with high-net-worth investors, not just hit a script.
Compliance-comfortable candidates
Screened for real comfort with the onboarding, KYC and documentation a regulated sales process demands.
Local market knowledge
Realistic salary and commission benchmarking for broker and support roles across Surrey, Berkshire and London.
Success-only fee
No retainer and no cost for interviews — a fee applies only once you’ve made a hire.
Broker and client support roles
From the broker relationship itself through to the team that supports it — the roles we place most often.
Investment Broker
Selling alternative investment products — real estate, whisky casks and similar tangible assets — to high-net-worth clients.
Client Relationship Manager (HNW)
Managing and growing relationships with existing high-net-worth investors.
Business Development Manager – Private Clients
Sourcing and converting new high-net-worth client relationships.
Client Onboarding & Compliance Administrator
Managing KYC, documentation and onboarding for new client accounts.
Broker Support Administrator
General administrative support for a brokerage team — paperwork, scheduling and client communication.
Portfolio Support Administrator
Supporting the ongoing administration of client investment portfolios.
A shortlist that can handle high-net-worth clients
A simple, transparent process — and you only pay a fee if you make a hire.
Tell us who you need →1 · We learn the role
Your client profile, product and sales process so we understand exactly what "right" looks like.
2 · We confirm eligibility first
Right to work in the UK is checked for every candidate before they reach you.
3 · We source & screen
A tight shortlist tested for real client-facing credibility, not just sales-script confidence.
4 · You hire, then pay
Our fee applies only on a successful placement — never for shortlisting or interviews.
“They understood our clients expect a certain level of credibility on the very first call — every candidate they sent us had that from the start.”
Have a broker or client support role to fill?
Tell us about the role and your client base. There’s nothing to pay unless we find the right person.
Post a role with us
Tell us about the role, your product and your clients, and we’ll come back to you quickly.
Post a role with us
A few details to get started — we’ll take it from there.
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Hiring, or looking for a role?
Need brokers or client support staff?
Post the role and we’ll come back to you with an HNW-ready shortlist.
- HNW-appropriate client-facing polish
- Compliance-comfortable candidates
- Success-only fee
Looking for a role in broking?
See live broker and client support vacancies, or register your interest for roles like these.
- Investment broker & client support roles
- Clear guidance on eligibility checks
- Honest, straight-talking support