Client Recruitment Portal

Client Recruitment Portal

Client Recruitment Portal

Client-controlled recruitment, powered by R2A systems

A transparent, lower-cost recruitment pathway for AFSLs, advice practices and wealth firms that want control, visibility and system-driven candidate flow.

The R2A Client Recruitment Portal gives clients a branded recruitment pathway supported by R2A templates, advertising reach, database notifications, automated candidate summaries and system-generated shortlist rankings. It is designed for clients who want to manage recruitment directly without paying full hands-on search recruitment fees.

System-led recruitment model

Reduced placement fee

10%

per successful placement under the portal model.

Compared with traditional hands-on search recruitment at 18–20%, this creates a significant fee reduction while keeping the client in control.

  • Branded client recruitment landing page
  • Advertising via R2A Job Board, SEEK and major job boards
  • R2A database notifications to matched candidates
  • Automated system shortlist summaries and rankings

A recruitment portal built around client control

The portal model is not consultant-led search. It is a system-led recruitment pathway where the client controls the recruitment process, while R2A provides the infrastructure, branding, advertising reach, database activation and automated candidate organisation.

1

Client control

The client leads recruitment decisions, reviews candidate summaries and chooses who to progress.

2

Full transparency

Candidates, summaries, rankings and process updates are organised through a branded client pathway.

3

Lower cost

The portal fee is 10% per placement, compared with hands-on search recruitment at 18–20%.

Recruit 2 Advice | How the R2A client recruitment portal works | Financial Adviser Recruitment | 10% Fee | Financial Planning | AFSL

Why clients use the portal model

The portal is designed for advice businesses that want recruitment visibility, ongoing candidate attraction and a major fee reduction without relying on consultant heroics.

10% placement fee

The portal model reduces the R2A placement fee to 10% per successful placement.

Compared with traditional hands-on search recruitment at 18–20%, this represents a substantial commercial saving while preserving R2A branding, systems, candidate attraction and process support.

Portal setup, monthly subscription and placement fee terms confirmed in writing before commencement.

Client-led recruitment The client controls candidate review, interview decisions and progression.
Automated shortlists Candidate summaries and rankings are generated through the R2A system to support faster review.
Continual candidate attraction Advertising and database notifications continue attracting candidates even when the client is passive.
Weekly R2A check-in An R2A consultant monitors progress and checks in with the client once per week.
10% Portal placement fee
18–20% Typical hands-on search alternative
System-led Designed around process, not consultant heroics

What the portal includes

The portal gives clients a branded recruitment system, candidate flow infrastructure and automated shortlisting support while keeping recruitment decisions in the client’s hands.

System and branding

  • One-off client administration setup
  • Monthly portal subscription payment via Stripe
  • Branded client recruitment landing page
  • Role brief, PD and advertising template support
  • Advertising pathway through R2A Job Board, SEEK and major job boards

Candidate flow and transparency

  • Matched candidate notifications through the R2A database
  • Ongoing candidate attraction while the portal role remains active
  • Automated candidate summaries and shortlist rankings
  • Branded URL for client review and candidate visibility
  • Weekly consultant progress check-in with the client

Portal model vs hands-on search recruitment

The portal is deliberately different from full-service search. It is lower cost because the client controls recruitment and the system handles candidate organisation, summaries and rankings.

Portal model

System-led recruitment infrastructure, branded candidate flow, automated shortlists and client-controlled decision making.

Consultant role

R2A monitors progress, maintains the system pathway and checks in weekly, rather than running a full active search campaign.

Search alternative

Hands-on consultant search remains available separately where the client wants active search, screening and managed shortlist delivery at standard search fees.

Recruitment services only. Recruit 2 Advice does not provide financial product advice.

Set up a client-controlled recruitment portal

Speak with Recruit 2 Advice about a branded portal pathway for your next Financial Adviser, Associate Adviser, Paraplanner, Insurance Adviser, Executive Search or AFSL support hire.