A new London-based financial advisory firm sought to enhance its team through financial planning recruitment by hiring a Paraplanner—a position that is notoriously difficult to fill due to the unique blend of technical skills and client-facing abilities required. I collaborated closely with the firm to gain a clear understanding of their
A new London-based financial advisory firm sought to enhance its team through financial planning recruitment by hiring a Paraplanner—a position that is notoriously difficult to fill due to the unique blend of technical skills and client-facing abilities required. I collaborated closely with the firm to gain a clear understanding of their needs and the characteristics of their ideal candidate. By crafting a compelling, targeted job advert and utilizing my network, I swiftly generated a robust pipeline of applicants. Operating on a fixed fee recruitment model allowed the client to have full control over the selection of candidates without any pressure, enabling me to provide honest guidance throughout the process. I managed interviews, offered feedback, and simplified the offer process. The outcome? A highly skilled paraplanner who seamlessly aligned with the firm’s culture, achieved without the inflated costs or stress commonly associated with traditional IFA recruitment.
A growing South West-based practice needed a Practice Manager who could hit the ground running and oversee operations smoothly. With such a senior and strategic role, they were looking for quality candidates through their financial planning recruitment efforts, not just quantity. Traditional recruiters often left them frustrated with limi
A growing South West-based practice needed a Practice Manager who could hit the ground running and oversee operations smoothly. With such a senior and strategic role, they were looking for quality candidates through their financial planning recruitment efforts, not just quantity. Traditional recruiters often left them frustrated with limited choices and high fees. I handled the end-to-end process: from crafting a job advert that attracted the right talent, to shortlisting candidates, managing interviews, and advising on offers. Utilizing a fixed fee recruitment model, I was able to act in the client’s best interests, giving them real control and guidance throughout. Even for this harder-to-fill role, they had a strong shortlist of highly suitable candidates within weeks — saving them time, money, and hassle, and ultimately securing a Practice Manager they could trust to take the business forward, enhancing their IFA recruitment strategy.
A financial services firm specializing in financial planning recruitment needed a Senior IFA Administrator to work remotely — a role that demands both technical expertise and the ability to work independently. I began by gaining a deep understanding of the client’s needs, focusing not only on skills but also on culture fit and the qualiti
A financial services firm specializing in financial planning recruitment needed a Senior IFA Administrator to work remotely — a role that demands both technical expertise and the ability to work independently. I began by gaining a deep understanding of the client’s needs, focusing not only on skills but also on culture fit and the qualities that would enable someone to thrive in a remote environment. I then crafted a targeted, engaging job advert as part of a fixed fee recruitment model and leveraged my network to generate a strong pool of candidates. Throughout the IFA recruitment process, the client maintained full control and choice. I coordinated interviews, provided feedback, and guided them through every step, effectively supporting them from advert to offer. The outcome? A standout candidate who met every requirement and could join the team quickly — ultimately saving the client both time and money compared to traditional recruitment methods.