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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


Schools Out - Summer Holidays Financial Support

Thu 18/7/2024
With the school summer holidays on the horizon, it's worth pointing out that it is possible to get help from HMRC towards the cost of summer holiday...

Have you Lost Track of your Pension Plans?

Thu 18/4/2024
Have you Lost Track of your Pension Plans? Did you know that it is estimated that approx. £37 billion is sitting in unclaimed, dormant, or lost...

What is an IFA Administrator – and how this role can kick start your career in Financial Services!

Thu 14/9/2023
Interested in starting a career in financial planning? Then working as an Independent Financial Advisor (IFA) Administrator will give you the...

Meet The Clever Team - Naz, Client Relationship Manager

Thu 14/9/2023
Nazama (Naz), has recently joined Clever HR taking the new role of Client Relationship Manager.  Naz has more than 20 years’ experience working in...

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


Employed (Full Time)
Financial Planning
Milton Keynes
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning
Employed (Full Time)
Financial Planning

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

"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
"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
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
"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
"Very pleased with the service and advice that Clever HR provide; Great knowledge and delivery every time."  
Kevin P, 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
"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
"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
"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
"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 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
"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
"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
"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
"Sophie – I have been impressed by your proactivity and approach so, for sure, I will be back in touch."
Neal H, North 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
"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

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.