Credencia Inside.
Your Embedded Talent Partner - Always Embedded, Always Aligned.
What It Is.
A fractional recruitment solution embedded into your business - delivering a continuous pipeline of pre-vetted talent across all functions, for one flat monthly fee.
Who It’s For.
Firms of any size that serve private clients; wealth managers, financial planners, investment platforms, family offices, and advisory networks seeking to scale without unpredictable hiring costs.
How It Works.
We assign you a dedicated recruitment partner who operates as part of your team. We source, vet, and manage interviews for roles across front office, operations, and compliance - on a rolling basis.
Why It Works.
You gain a full recruitment function for less than the cost of a single agency placement. No commissions. No surprises. Just consistent, high-quality hiring aligned to your culture and growth goals.
Our Solution.
Credencia Inside replaces reactive hiring with proactive talent strategy. We embed ourselves into your firm - understanding your structure, values, and ambitions - then deliver a steady stream of candidates who fit.
We manage everything from sourcing and vetting to interview coordination and offer support. You stay focused on clients and growth. We keep your pipeline full.
To ensure high-touch service, we only partner with three new firms per quarter.
Front Office
We place the professionals who sit closest to clients. Those who build trust, deliver advice, and drive growth. Whether you're expanding a regional team or appointing specialists in investment, planning, or relationship management, we ensure every hire reflects your firm’s values and ambition.
Financial Planners
Investment Managers
Wealth Advisers
Relationship Managers
Client Directors
Business Development
Distribution
Middle Office
We support the operational backbone of firms serving private clients, ensuring every hire strengthens delivery, compliance, and client experience.
Paraplanning & Technical Support
Paraplanners (Junior, Senior, Chartered), Technical Analysts, Investment Research AssistantsClient Service & Relationship Support
Client Service Executives, Relationship Support Managers, Onboarding, TrainingOperations & Process Management
Operations Managers, Platform & Systems Specialists, Dealers, Asset Transfers Data & MI AnalystsRisk, Compliance & Regulatory Oversight
Compliance Officers, Risk Analysts File Review & Quality Assurance Leads
Back Office
We support the operational infrastructure that keeps private client firms running smoothly, ensuring every hire enhances delivery, governance, and brand presence.
Marketing & Communications
Digital Marketing Managers, Content Specialists, Brand Executives, Campaign CoordinatorsFinance & Accounting
Finance Managers, Bookkeepers, Management Accountants, Billing & Reconciliation SpecialistsAdministrative Support
Executive Assistants, Office Managers, Team Administrators, Reception & Scheduling Support
Discover what's possible with Credencia Inside.
Credencia Inside partnerships often begin with a trusted introduction, a candid conversation, and more often than not a growth challenge that calls for commercially driven, culturally aligned talent. We’re here to help you meet that moment, and hire with intent.
