Financial Planning Recruitment

Financial Planning Recruitment

A proud history of Financial Planning Recruitment

Talent Search made easy with Australia's dedicated leader in Financial Planning Recruitment.

Our approach is unique in its tailored range of services focusing in-depth on Australian Financial Planning Recruitment, Private Client Advice and Wealth Management.

We build enhanced client relationships by providing talent attraction, assessment and ongoing team development services.

Full circle Financial Planning Recruitment and Talent Management.

The original business servicing the Financial Services Industry was formed in 1998, and at the time of inception there were approximately 120 Certified Financial Planners designated Advisers in Australia. The R2A brand was launched in 2012 with a continued focus on the wealth management and advice sector. Our Team of industry content specialists continually strive to improve and perform at the highest level.

We have relationships extending across large and small Licensee dealer groups, boutique financial advisory firms, industry funds, accountants, investment banks, stockbrokers, fund managers, insurance groups, training providers, IT and online service providers.

With two decades of experience - put simply we "Recruit 2 Advice".

You can trust the founding Australian Financial Planning recruitment service provider .

 25 Years’ experience | 2500 Advice relationships

Robert – Senior Financial Planner


"The individual approach was exceptional. By genuinely listing to my circumstances an introduction was made to a business that matched my criteria & aspirations. Almost 10 years on I'm still here!"

Senior Financial Planner

Adviserfp

Recruit 2 Advice
5
2019-06-16T14:05:32+10:00

"The individual approach was exceptional. By genuinely listing to my circumstances an introduction was made to a business that matched my criteria & aspirations. Almost 10 years on I'm still here!"

Senior Financial Planner

Adviserfp

Recruit 2 Advice testimonial - Robert de Ceglie
Testimonials | Read what our clients have to say about us | Recruit 2 Advice | Financial Planning Recruitment

Jim, Practice Owner


"Dugald is simply outstanding at what he does - his results reflect in the success of my business by helping us to assemble my amazing team.
Much gratitude to Dugald & R2A - highly recommended."

Jim Mills, Pratice Owner

Merit Planning Hills

Recruit 2 Advice
5
2019-06-16T14:06:00+10:00

"Dugald is simply outstanding at what he does - his results reflect in the success of my business by helping us to assemble my amazing team.
Much gratitude to Dugald & R2A - highly recommended."

Jim Mills, Pratice Owner

Merit Planning Hills

Jim Mills - Recruit 2 Advice testimonial

Darren, SMSF Specialist


Dugald & Recruit2Advice are clear standouts around recruitment in the Financial Services. Dugald has been providing expert advice for 20 years now. Refreshingly Dugald will tell you what you need to know, not what you want to hear & will always be my first ‘Port of Call’ around any recruitment needs  / queries around Financial Services’.

Darren Howard, Director/SMSF Specialist

Merit Wealth East

Recruit 2 Advice
5
2019-06-25T11:41:22+10:00

Dugald & Recruit2Advice are clear standouts around recruitment in the Financial Services. Dugald has been providing expert advice for 20 years now. Refreshingly Dugald will tell you what you need to know, not what you want to hear & will always be my first ‘Port of Call’ around any recruitment needs  / queries around Financial Services’.

Darren Howard, Director/SMSF Specialist

Merit Wealth East

Recruit 2 Advice - testimonial Darren Howard
Testimonials | Read what our clients have to say about us | Recruit 2 Advice | Financial Planning Recruitment
5
3
Recruit 2 Advice
Dugald Braithwaite - Recruit 2 Advice - Financial Planning Recruitment

Dugald Braithwaite

Principal | 25 Years Experience

Since 1998 Dugald has delivered Management Consulting Services to the Financial Planning Industry.

Experience extends to supporting local & international wealth management clients with executive search, strategy, board reporting and large scale project execution.

Australia's leader in delivering advice industry talent

Adviser Recruitment

Certified Financial Planners
Private Client Advisers
Stock Brokers / Investment Advisers
Insurance Advice Specialists
SMSF Advice Specialists

Executive Search

Executive Manager, Advice Delivery
National Head of Advice
Licensee Practice Manager
Business Development Manager
Alliance Development Manager

LOCATIONS WE RECRUIT

Australian Capital Cities:

Sydney | Melbourne | Brisbane | Perth | Adelaide | Hobart | Canberra

 

Major Regional Centres:

Newcastle | Wollongong | Port Macquarie | Bendigo | Ballarat | Townsville | Kalgoorlie | * Contact us for more

Asia: 

Hong Kong | Singapore | Shanghai | Beijing |Bangkok | ++

ASK ABOUT OUR FREE HR PACK

Recruit 2 Advice clients receive access to a vast library of online customisable templates designed specifically for the Financial Planning industry.

Position Descriptions | Employment Contracts | On-Boarding Best Practice | KPI’s & Performance Appraisal |Remuneration / Incentive Guides | Review Process | Leadership | Behavioural Profiling | Loads more ++

Financial Planning Industry Talent

Quick Job Search

Associate Financial Planner Investment Adviser Paraplanner
Full Time
Sydney
1-3 Years 3-5 Years
$100-120k $60-80k $80-100k
Associate Financial Planner Client services Paraplanner
Full Time Part time
Norwest Parramatta Sydney
1-3 Years 3-5 Years
$60-80k $80-100k
Associate Financial Advisor
Full Time
Gold Coast
1-3 Years 3-5 Years
$80-100k
FREE DOWNLOAD