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Recruitment Services | Bristol, Birmingham, Manchester

Working with Candidates

Our consultants all work specifically in the Financial Services sector, giving them a greater insight and knowledge of the industry and the types of roles that you are likely to be searching for.

Feel free to browse our jobs by clicking on the relevant sector you currently work in, or give us a call to discuss your next career move in confidence.

Clever-HR provide a full and thorough recruitment service to a range of businesses across the UK. Our areas of expertise include the Financial Planning, Investment Management, General Insurance and Pension sectors. 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.

Having built up trust through high levels of service, our relationships with company owners and hiring managers continues to flourish. We work on a range of projects across the spectrum, from entry level administration positions to senior management and board appointments, and include both regulated and non-regulated personnel.

Our team here at Clever are here to support you, setting us apart from the rest. We work to values of people, integrity, trust and results, and want to continue building this business based on these key attributes.  

Financial Planning


Mortgages and Insurance




Working with your Business

We have a specialist Financial Services team, that concentrate on long-established relationships we have built within the sector. Clients, ranging from national Independent firms to smaller niche, Chartered Financial Planning practices, use Clever to assist them with a range of projects, from back office paraplanning support roles, face to face advisers and senior management positions. Our consultants have a proven track record of working in these areas. 

Job Descriptions

Knowledge is power! We want to work with you right from the outset, to really understand the role that you are looking to fill and what type of character you want in your business.


Once we have established the facts, we create an advertising campaign to attract candidates.

CV Screening / Interviews

During the fact-find interview, our consultants will establish whether the candidate will be a competent character in line with your requirements. We will draw together a shortlist of candidates CVs for you to choose from and subsequently interview.


Looking to Recruit?

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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 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
"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
"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
"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
"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
"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
"Sophie – I have been impressed by your proactivity and approach so, for sure, I will be back in touch."
Neal H, North London.
"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
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
"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
Thank you again, I’m absolutely over the moon, I will be recommending Clever HR in future!
Luke, 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
"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
"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
"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
"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
"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