Panahelp Recruiting

Panahelp Recruiting is a boutique recruitment firm specialising in the financial sector, founded by Sara Lorza, a premier talent strategist with a reputation for excellence in placing high-performing professionals. The company understands that in the financial world, reputation is only as strong as the team, and bridges the gap between ambitious firms and the industry's top professionals. Panahelp Recruiting offers specialised expertise in speaking the language of RIAs and tax practices, prioritising talent that strengthens internal culture and elevates the client experience, with a goal to provide the leadership and operational support necessary for firms to scale with confidence.

The company's core recruitment services include strategic talent acquisition for financial firms, executive and specialised talent search, and retention-focused solutions. Panahelp Recruiting's expertise spans the full range of industry roles, including Financial Planners, Paraplanners, Executive Assistants, Chief Investment Officers, and Client Service Associates. Whether placing a CIO to steer strategy or a Client Service Associate to manage the white-glove client experience, the company's process is hands-on and relationship-driven, ensuring clients have the right people in the right seats.

Based in Austin, Texas, Panahelp Recruiting serves financial services firms across the wealth management and tax practice sectors. The company differentiates itself through specialised expertise, cultural alignment, and sustainable growth strategies. Clients choose Panahelp Recruiting for its deep understanding of the financial services ecosystem, hands-on approach to talent placement, and commitment to providing leadership and operational support that enables firms to achieve sustainable growth with confidence.