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Whether you are a national or a regional practice, we understand your needs and requirements.

From working with national and owner managed businesses, we understand the differing needs and requirements of different institutions. We have successfully placed individuals across the spectrum of financial advice firms, often with repeat business with the same organisations. With a focus and expertise in client facing individuals, we understand the importance of getting the right cultural fit and the expense and impact of recruitment done incorrectly.

We take time to understand your needs in detail and look to build long term relationships, not one off placements. We will also ensure we keep in touch with you post placement to discuss how the position is developing and to continue to give you detailed market feedback and commentary as required. Whether you are looking for a self employed adviser, a salaried role, or technical support, we will be there to assist you.

Our

Approach

We will take our time to understand your needs and requirements in detail.

From taking a detailed initial brief from you, either on the phone, video call or in person, we will take our time to understand you and your team and who fits with yourselves and organisation. Rest assured, if you require a particular skill or qualification we will only send you individuals who fit this requirement. Indeed, if we do not feel that the individual is on the market or that the offering needs to be increased to reflect this, we will not be afraid to be forthright with you to ensure you know the market and how this is reflected.

We operate on both a contingent and retained basis with solutions tailored to you. We will match your requirements to our existing candidate database or will actively engage with the market to identify talent who may not be active but who will benefit from confidential conversations with yourself. We will keep in touch with you every stage of the process, providing updates as required.

Our

Process

01
Discussion of role and taking of specification
 
02
Presentation of relevant candidates
 
03
Arrangement of interviews
 
04
Feedback and offer management
 
05
Post placement care
 

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