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Our guide to recruitment for IFAs

The right hire can transform your business. Our recruitment guide helps you define the roles you’re looking for, attract and assess right-fit candidates, and set them up for success with ValidPath’s expert training and ongoing support. Download the guide and get helpful tips directly to your inbox by filling in this form.

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    Build your team for long-term success

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    Whether you need another adviser, administrator, paraplanner, or other specialist support, this guide helps you determine where capacity is needed, what the role should deliver, and who can deliver it.

    From building a strong candidate pool to assessing against the realities of the role, it gives you the framework to recruit with confidence, so that you can unlock capacity, strengthen your client proposition, and give your business room to grow.

    Our guide will empower you to:

    • Identify where your business needs more capacity, and whether recruitment is the right answer
    • Define the role around what your business actually needs
    • Build a stronger candidate pool without letting availability dictate who you hire
    • Test candidates against the real decisions and responsibilities they’ll face
    • Complete the right checks before making an appointment
    • Build induction, supervision, and development around long-term success

    Download our guide

    How our Members have grown their businesses
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    How our Members have grown their businesses

    Learn from ValidPath Members who’ve grown their businesses with ValidPath’s support, with first-hand insight into what worked, what changed, and what they learned along the way.
    Brian A.
    From no client bank to £115 million in client assets.
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    Frederika C.
    I helped one client retire. She referred me to two more.
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    Ciaran S.
    Under-promise, over-deliver: growing my IFA business.
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    Gary W.
    I stopped networking. Then a friend referred £1.5 million.
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    Phil J.
    ValidPath helped me take control of my time. Here's my advice for new IFAs.
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    Lily B.
    How I got ready to start my own financial advice business.
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    Ready to look beyond our guide? Our team can help you shape the right recruitment strategy for your business, with expert support tailored to your goals, clients and capacity.
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    Whether you want to grow, expand your offering or build your team, ValidPath offers the authentic independence and dedicated support you need to turn your ambitions into action.
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