Give us a call on 0117 379 0818

Recruitment Services | Bristol, Birmingham, Manchester

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.  

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.

Financial Planning






South Gloucestershire Jobs


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. A meeting and/or lengthy conversation will present our consultant with the relevant information they need to build a profile of the desired candidate, as well as a greater insight into the vacancy and it's responsibilities. 


Once we have established the facts, we create an advertising campaign to attract candidates. We advertise the role through more than 450 on-line channels.

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. We adhere to meet as many candidates as possible and, where it's not possible, try to use alternative internet based solutions such as Skype.

​Assessment Centres

Our assessment days have been designed to free up your valuable time. Clever can prepare and run the centres, giving candidates a number of tests (as agreed with you) to ascertain their skills and run through the first stage interviews. Following this we can shortlist the most suitable candidates forward for a 2nd interview with the hiring manager/business owner/HR Manager within the company.

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

"Thank you for Victoria for coming to talk to our second year HR students.  At this very busy time of the year for our student when their minds are on their final exams, you managed to engage the audience about careers within HR and give lots of valuable insights into how to get in to this... Read More
Polly D, Senior Lecturer, Bath Spa University
"The help and advice I’ve received from Clever HR has been so valuable to me as a trainee in the HR industry.  I’ve learned so much from Rachel and Victoria over the 6 months that we have worked together. They are approachable, knowledgeable, quick to respond and I would highly recommend the... Read More
Michelle C, Bristol
"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
"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
"Dear Victoria, Just to say it was lovely to meet you and a ‘big’ thank you for coming in today and talking to our students. The content was ‘spot on’ and the students seemed very engaged, the interactive style you employed is something they’re familiar with, and also a style that they seem to... Read More
Victoria O, Bath Spa University
"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
"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
"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
"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
"Victoria gave a presentation to small business owners who were looking to recruit students for the first time.  Her presentation was clear and concise among a landscape that could potentially be very confusing and intimidating for new employers to this idea.  She made the audience feel at ease due... Read More
Vanessa D, Bath Spa University
"A well organised day that allowed the team to bond and try something new, we would definitely use again"
Angela J, Head of Human Resources
"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
"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 am pleased to say that Clever HR have provided an invaluable service to our growing business. As we started to employ staff, we realised we did not have the right expertise to deal with the contractual requirements, managing probation and ongoing management of HR related matters. Therefore... Read More
Penny, Managing Director, Bristol