NewRecruitable desktop app launching soon

ATS Built for Finance, Banking and Accounting Recruitment Agencies

Recruitable's finance-banking-recruitment platform is built for agencies placing CFOs, qualified accountants, investment bankers, and financial services professionals across senior and high-volume roles.

finance-banking-recruitment
80%

Reduction in recruiter administration time

1 Click

From interview to client-ready presentation

100%

Of candidate activity logged automatically

ATS Built for Finance and Accounting Recruitment Across All Levels

Finance and accounting recruitment spans everything from newly qualified accountants to CFOs, from fund managers to investment analysts. Recruitable is the finance and accounting recruitment tool built for the full spectrum.

Customisable candidate fields let you record qualifications, professional memberships, regulatory experience, and sector specialisation. Custom pipelines adapt to your team so you can run separate, senior, and high-volume accountancy processes from one platform.

Place Senior Finance Leaders with Structure From brief to placed in one pipeline
Client stage and discipline pipeline
Report-ready candidates across entities
Guarantee period tracking on every placement
One-click placement invoicing
Find Qualified Accountants Quickly ACA, ACCA, CMA, CPA qualification matching
ACA, ACCA, CMA, CPA qualification field
Pre-candidate rolling preferences matching
Pro-release billing on every regulation title
Automated weekly compliance documentation

The Types of Finance Roles Recruitable Agencies Place

Recruitable is used by finance and banking recruitment agencies placing professionals across every financial discipline. Whether your agency specialises in one niche or places across the full finance market, our finance recruitment ATS adapts to every placement.

Leadership & Advisory
Chief Financial Officers Finance Directors Finance Consultants Management Accountants Financial Analysts Auditors
Banking & Investment
Tax Professionals Treasury Managers Credit Analysts Risk Managers Compliance Officers Investment Bankers
Fund & Operations
Fund Managers Private Equity Wealth Managers Corporate Finance Bookkeepers Payroll Managers Accounts Payable

Wiz Intelligence for Finance Recruiters

Compliance and Regulatory Awareness Built In

Finance and accounting recruitment agencies deal with professional body memberships, regulatory experience, and sector specialisation. Wiz Intelligence captures client briefing calls and generates compliant, qualification-matched candidate profiles so every consultant presents with confidence.

ACCA, CIMA, CFA, and ACA memberships, FCA authorisation records, and specific compliance documents your clients expect can be loaded into Recruitable and tracked automatically. Every candidate is checked and flagged before placement inside the financial services recruitment ATS.

AI Finance Profiles

Generated from client briefing calls so any consultant can present a compliant, qualified candidate profile with confidence.

FCA and Regulatory Tracking

Store, track, and alert on FCA authorisation, professional memberships, and compliance documentation for every candidate.

Branded Client Portal

Finance hiring managers review profiles, request interviews, and approve shortlists in one branded portal.

Renewal Alerts

Professional membership renewals and compliance expiry dates are tracked and flagged automatically before they lapse.

Finance Recruitment CRM

Win New Banking and Financial Services Clients

The AI-powered CRM surfaces unique talent searches every time financial services companies look to hire. Finance Directors and Heads of Talent at leading firms run their search on your terms not on a job board.

Your consultants act on client intent directly from the platform without switching tools. Shortlist, screen, and submit candidates automatically. Every placement, term, and guaranteed territory is tracked inside the same finance recruitment ATS.

Recruitable finance banking recruitment CRM dashboard showing financial services BD, CFO contacts, and pipeline value in ATS
Financial services BD
CFO and FD contacts
Low vacancy alerts
Your recruiter billing

Quick Look At How Our System Works

A simple workflow designed for finance recruitment agencies. No manual handoffs or extra systems required.

Try Recruitable for free
01
Capture the financial brief

Wiz Intelligence joins your client call and generates a finance-specific job spec and candidate criteria in one click.

02
Search and identify financial talent

Filter by qualification, membership body, sector specialisation, and experience level to surface the right finance candidates fast.

03
Screen and submit

AI-generated interview questions matched to the finance role, polished candidate profiles, and direct submission through the client portal.

04
Place and bill

Placement records, invoicing, and compliance tracking all run automatically from the moment a finance candidate is confirmed.

See It In Action

Learn more about our Finance, Banking & Accounting Recruitment Software & ATS.

Know what you'll pay

Simple, transparent ATS pricing with no hidden fees.

View Pricing