Financial Services Recruitment Guide - Part 2

With over 15 years of specialised expertise in financial services recruitment, our team has developed unparalleled insight into the unique talent needs of the sector. Our deep understanding of the market, combined with our innovative payment structure, has revolutionised how financial institutions approach hiring key talent.

We believe that recruitment should be a partnership. Our staggered payment model has been carefully crafted to align our success with yours, ensuring that we only succeed when your new hire delivers value. This approach has transformed recruitment outcomes for businesses across the financial services sector, from global investment banks to boutique wealth management firms and cutting-edge fintechs.

Investment Banking Division

Challenge: Urgent need to strengthen regulatory compliance capabilities

Solution:

Targeted headhunting with 6-month staggered payment structure

Secured three senior compliance specialists with tier-one banking experience
£78,000 saved in upfront recruitment costs
Successfully navigated regulatory inspection within first quarter

Employed Mortgage Brokers

Challenge: Regional brokerage struggling with high turnover

Solution:

Specialist recruitment with focus on cultural fit and career development

Placed five CeMAP-qualified mortgage brokers with proven track records
Reduced turnover from 40% to under 10% within 12 months
Average production per broker increased by 32% year-on-year

Wealth Management Firm

Challenge: Struggling to attract senior advisers

Solution:

Executive search with 12-month payment structure

Secured three senior advisers with £200M+ combined AUM
£42,000 saved in immediate recruitment costs
New team generated £1.2M in assets within first quarter

Fintech Startup

Challenge: Needed to scale quickly with limited capital

Solution:

Customised 3-month payment structure for 12 positions

Successfully scaled team by 80% without cash flow impact
Reduced time-to-hire from 8 weeks to 22 days
92% retention rate after first year

Self-Employed Professionals

Challenge: Protection specialists seeking DA status and compliance support

Solution:

Specialised network matching with comprehensive compliance package

Connected 12 protection specialists with appropriate network support
Average production increased by 47% within six months
Client feedback indicated 95% satisfaction with transition support

National IFA Network

Challenge: Struggling to attract self-employed advisers

Solution:

Specialised search with 12-month staggered payment structure

Successfully placed 8 self-employed advisers with combined £1.8M in annual production
Advisers transferred average of 86% of their client books
£95,000 in recruitment fees distributed over 12 months instead of upfront

Our Recruitment Process

A systematic approach to finding your ideal candidates, refined over 15 years of financial services recruitment excellence:

1

Discovery and Strategy

  • Comprehensive needs assessment
  • Role definition and benchmarking
  • Compensation analysis
  • Recruitment strategy development
2

Targeted Search

  • Market mapping
  • Proactive headhunting
  • Network activation
  • Passive candidate engagement
3

Rigorous Selection

  • Initial screening
  • Technical assessments
  • Competency-based interviews
  • Cultural fit evaluation
4

Presentation and Selection

  • Shortlist presentation with detailed profiles
  • Interview coordination
  • Feedback management
  • Comparative analysis
5

Offer and Onboarding

  • Offer negotiation
  • Notice period management
  • Onboarding support
  • Integration assistance
6

Ongoing Success

  • Regular check-ins
  • Performance monitoring
  • Extended support
  • Continuous feedback

Ready to Transform Your Recruitment Approach?

Schedule a Consultation

Next Steps

Here's how to get started with our team of financial services recruitment specialists:

1

Schedule a Consultation

Discuss your specific needs and challenges with our specialists, drawing on our 15+ years of sector expertise.

2

Receive a Tailored Proposal

We'll develop a customised recruitment strategy with flexible payment terms suited to your organisation's needs.

3

Begin Your Search

Start accessing top-tier talent without the prohibitive upfront costs of traditional recruitment.