Client Services | AFSL Recruitment & Financial Planning Recruitment
Client Services | AFSL & Financial Planning Recruitment
Recruitment support built for advice firms, AFSLs and financial planning businesses.
In a tight candidate supply market, speed and efficiency are crucial. Recruit 2 Advice has built a recruitment system designed to help advice firms and AFSLs move faster, reduce wasted time and improve the quality of candidate engagement.
The R2A Client Recruitment Portal provides a structured, client-driven recruitment pathway supported by Australia’s specialist financial planning recruitment expertise, market knowledge and candidate database.
For advice businesses that need a fully managed search, R2A continues to provide consultant-led financial planning recruitment, including role brief, market mapping, advertising copy, candidate approach, screening and shortlist reporting.
Learn More About the Client PortalChoose Your Recruitment Model
Two pathways. One is client-driven and system-led. The other is consultant-driven and managed by R2A.
Client Recruitment Portal
Client driven recruitment system
- ✓ Instant candidate application pathway
- ✓ Repeatable in-house recruitment process
- ✓ Portal setup, role intake and candidate review structure
- ✓ Template job descriptions and recruitment workflows
- ✓ R2A Job Board included
- ✓ SEEK / Jora / Indeed / Adzuna available as separate advertising expense
- ✓ Lower-cost model for firms hiring more than once
Financial Planning Recruitment
Consultant driven recruitment search
- ✓ Full role brief and job description support
- ✓ Market map and long-list development
- ✓ Candidate database search and direct approach
- ✓ Advertising copy and role positioning
- ✓ Candidate screening and suitability review
- ✓ Concise candidate reports for shortlisted candidates
- ✓ Interview and offer support
Cost Example: Portal v Financial Planning Recruitment
Example based on an advice firm hiring 1 x Client Service Manager and 1 x Financial Adviser.
Client Recruitment Portal
Roles: 1 x CSM and 1 x Financial Adviser
Salaries: CSM $85,000 | Financial Adviser $150,000
Total salary value: $235,000
The portal is designed for firms that want a faster, lower-cost recruitment pathway without relying on a full consultant-led search for every role. R2A supports the process through portal setup, recruitment templates, job board exposure, database matching and structured candidate flow.
Portal Costing — 1–10 employee plan example
One-off portal setup fee: $1,500 + GST
Monthly portal plan: $495 + GST per month
Minimum 6-month portal term: $2,970 + GST
10% recruitment fee on $235,000: $23,500 + GST
Total indicative first 6-month cost: $27,970 + GST
10% recruitment fee instead of traditional full-service recruitment pricing.
Financial Planning Recruitment
Roles: 1 x CSM and 1 x Financial Adviser
Salaries: CSM $85,000 | Financial Adviser $150,000
Total salary value: $235,000
Full financial planning recruitment is available where a firm wants R2A to manage the full search process, including role brief, market map, long-list development, candidate approach, screening, shortlist reporting and offer support.
Full Recruitment Costing
Retainer: $5,000 + GST
18% placement fee on $235,000: $42,300 + GST
Total indicative cost: $47,300 + GST
Typical search timeframe: 2–4 weeks for shortlist development, depending on role complexity and candidate supply.
Indicative saving using the Client Recruitment Portal
On this example, the portal pathway provides a lower-cost recruitment model, with an indicative first 6-month cost of $27,970 + GST compared with $47,300 + GST for full consultant-led recruitment.
The portal is best suited to firms hiring more than once, building internal recruitment capability, or wanting a repeatable candidate attraction and review process.
Frequently Asked Questions
Does the Client Recruitment Portal include a full recruitment search?
No. The portal is not a full search assignment. R2A uses extensive financial planning and AFSL candidate database matching, candidate notifications, structured role promotion and a cleaner application pathway. This gives clients a more efficient recruitment system without the cost of a full consultant-led market search.
When should we use Financial Planning Recruitment instead?
Full recruitment is better suited to senior, confidential, difficult or urgent appointments where the business needs R2A to run the market search, screen candidates and manage the shortlist process.
Can we start with the portal and add recruitment support later?
Yes. Many advice firms may start with the portal for structure, templates and candidate flow, then add R2A support if a role requires targeted search or market mapping.
Executive Search
Senior leadership, AFSL, licensee and wealth-market appointments.
Executive Search is treated as a separate service for senior leadership, strategic, distribution, licensee, platform, insurance and wealth management appointments.
This work is more research-led and confidential, with a stronger focus on senior market mapping, direct approach and strategic appointment support.
View Executive Search