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Our current jobs in the Financial Planning sector.


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We ensure that the quality of work is to an excellent standard and that our core values underpin everything we do



we are passionate to support individuals and our customers to manage their people effectively



we are open and honest, and we deliver solutions that are transparent and professional



we strive to achieve excellence in the service standards we set and the outcomes that we deliver



we focus on both people and results and we are always reliable and go that extra mile


Preparing for a Financial Services Interview in 2020 and beyond – The importance of Soft Skills

Thu 26/11/2020
Preparation for interview is key to securing that role that you are after, particularly in a difficult and challenging year when fewer Financial...

Getting creative - The best apps for businesses

Tue 14/4/2020
1.  Canva Canva is a graphic design platform that allows users to create social media graphics, presentations, posters and other visual content. It...

Supporting a local charity - Empire Fighting Chance

Mon 6/4/2020
At Clever HR, we aim to be committed in helping others within our community who are local to our office. Our resources can have a significant impact...

Work From Home; Stay Happy

Mon 23/3/2020
For some, working from home is easy. But, for others it can be a challenging time. You might find yourself feeling unmotivated, lonely and stressed....

The Clever team enjoyed volunteering for Children’s Hospice South West, a fab charity!


Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Employed (Full Time)
Financial Planning
Employed (Full Time)
Pensions - Administration
Employed (Full Time)
Financial Planning
Employed (Full Time)
Employed (Full Time)
Financial Planning
Employed (Full Time)
Greater Manchester
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)

What Our Clients Say

We always go the extra mile to ensure our clients are completely happy with our services, here are just some testimonials from both clients and candidates that we have worked with.


View All Testimonials

"Sophie – I have been impressed by your proactivity and approach so, for sure, I will be back in touch."
Neal H, North London.
"Hello Sam and James, the switch over to the new company has gone very well. Loads to learn and lovely people willing to train. Thanks again!"
Debbie S,successfully placed candidate
"Sophie found me a new position which I start in a few weeks time. She was very proactive in providing all the information I required prior to the interview and also answering questions after the offer was made. She is very personable and I have no hesitation in recommending her."
Leon, Recently Placed Candidate
"I approached Sam at CleverHR at the beginning of January with a brief to find a me a job in a very niche market of financial services in a geographical area that wasn't reknowned for this market. By the end of January, I had managed to secure such a job in that area. This is very much down to Sam'... Read More
Matt R, Bristol
"James personally interviewed me to be sure of a skills match with a new role. He did not waste my time with unsuitable vacancies and the introduction to a potential new employer was very professionally done. Thank you James as I am really enjoying my new job."  
Margaret O, Cardiff
"Tom - We know we couldn’t recruit as well as we do without your help and we are looking forward to receiving CVs before the end of the year that will convert to successful new recruits."
Katy, IFA Firm
Thank you again, I’m absolutely over the moon, I will be recommending Clever HR in future!
Luke, Recently Placed Candidate
"James I just wanted to say a huge thanks for your enthusiasm and assistance in helping me secure my new role. I appreciate the time you have taken to get to know me and how my skills and experience would suit my new role. Your professionalism and caring approach made you and CleverHR stand out... Read More
Donna N, Bristol
We have been looking to fill 2 positions for nearly a year and have tried a number of different agencies - all claiming to be different but failing to live up to their promises. Both positions were filled in a few months - I couldn't have asked for more!
Sallie B, Newbury
"On connecting with James, he was diligent in finding the area where I was seeking opportunities. Within an hour of our first conversation, he had secured an interview for me for a postion I was extremely excited about and keen to take forward. James took a keen interest throughout the whole... Read More
Helen E, Nottingham
"After an initial telephone interview, James was incredibly helpful, focussing in on my skills and preferred type of role. Easily contactable, with regular communication before and after interview ensuring I was prepared and informed. Always very considerate and not pushy, like some consultants. I... Read More
Deborah W, Bristol
"I found Victoria to be incredibly helpful throughout the entire recruitment process.  She was very clear on the process, ensured that I was fully briefed and prepared for each meeting and had excellent attention to detail.  I would highly recommend both Victoria and Clever-HR for any candidates... Read More
Dan L, London
"Cat, since first speaking to you I felt at so much ease in talking to you about my careers goals and aspirations, that I immediately felt confident in knowing that you had my best interests at heart and as a result of this I successfully secured myself a permanent job as a Financial Advisor."
Ranveer, Recently Placed Candidate
"Thanks to Cat, I’m enjoying my new role! You have been the most helpful recruiter I have met, thank you so much!"
Nicky, Recently Placed Candidate
"Tom I'd like you to know that without question you are the most caring and professional recruitment consultant that I've dealt with / currently deal with - I can't thank you enough for all your hard work and compassion, it's been a pleasure dealing with you."
Jonathan K, London
"Thank You, Sophie. I made several applications since April and you were the only one to respond. I’m so exhilarated to have gotten back into the industry I know and love, and with a wonderful company."
Satish P, successfully placed candidate
"Tom, I would like to thank you for all your hard work in relation to helping me find a new position. You are very efficient at your job and your communication skills are second to none. I would not hesitate to recommend you to anyone seeking a new position."
Paul S, London
"Very pleased with the service and advice that Clever HR provide; Great knowledge and delivery every time."  
Kevin P, Bristol

Core Principals

Core principles for our team of Consultants revolve around integrity, professionalism and sincerity.

Our team continues to build relations with clients and candidates alike, and the specialist knowledge make us experts in attracting and engaging with professionals across these business sectors.

Passionate about you

Clever HR is built around the development and support of people within the workplace

Whether it is attracting, developing or retaining them, and do our utmost to ensure a successful outcome with all our projects.