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
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