Financial Planning Recruitment

Financial Planning Recruitment

Australian Financial Planning - Adviser Recruitment Service

 

Quality, reliable and immediate results from Australia's leader in advice recruitment.

Certified Financial Planners | Private Client Advisers | Associate Advisers (PY)

SMSF | Insurance | Investment | Estate Planning | Aged Care

500 Successful Advice Placements

Financial Planning Recruitment - Our Process

Financial Planner & Private Client Adviser

Working in partnership with you, the client, our service includes:-

  • Market review and resource availability / competitor analysis
  • Written Brief prepared for candidates on your Business and Opportunity
  • Support with position descriptions and employment contracts
  • Support with remuneration models and on-boarding
  • Candidate Sourcing undertaken via database, tailored search and advertising
  • Market Research Report - Candidate Long List
  • Applicant Screening with in-depth assessment to short list stage
  • Applicant Briefing on culture, expectations, and contractual terms
  • Preparation of Applicant reports detailing suitability
  • Applicant reference checking x 2
  • Psychometric profiling
  • Contract negotiation support
  • Adviser On-boarding support
  • Follow up support and feedback

 

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.

"Selecting and hiring your new Adviser should be a simple process."

We get it and we get you!

So here's what we do..

Market Advocacy

Presenting your business to the market professionally provides the best opportunity to attract and engage the highest quality talent available, now and in the future.

Market Search is our starting point

You gain access to the huge pool of passive Adviser candidates registered with us to match with your opportunity. We go straight to market and direct to your desired profile of Adviser to inform, educate, and engage. Advertising will only ever be a backup solution!

Relationship Database

Financial Planner & Client Adviser

Adviser relationships are our strength. We are trusted objective career development specialists for Advisers. Engaging us to advocate your brand draws on our relationships and gets the top Advisers to your board room table.

500 Adviser Placements

Yes we have placed in excess of five hundred Advisers across the industry in Australia and Internationally since 1998. Advisers are our advocates, let us be your advocates.

Timeframe - R2A introductions

The timeframe for presentation of suitable applicants and organising meetings will be 2-4 weeks.

Professional Fees

Standard fees are 15-18% for salaried roles, depending on the scope of the assignment and engagement terms. For Stock Broking Investment Advisers and non-salaried transitions the fee is 6% of last years demonstrated gross revenue.

Guarantee

We offer both a 3 month and 6 month replacement guarantee if the candidate leaves the role.

Speak to the Industry Professionals

Discuss your requirement with a professional who understands your industry, all of our team have in excess of 10 years Recruitment & Financial Planning industry experience.

Looking for Management?

Please refer to our Executive Search services.

Practice Principal - Dugald Braithwaite - Profile

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
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Recruit 2 Advice