Financial Planning Recruitment

Financial Planning Recruitment

Financial Planning Adviser Recruitment.

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

Certified Financial Planners | Private Client Advisers

SMSF | Insurance | Investment | Estate Planning | Aged Care

Recruit 2 Advice - Financial Planning Recruitment - Sydney, Melbourne, Brisbane, Australia

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.


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. (we don't hire juniors or English backpackers!)

Looking for Management? Please refer to our Executive Search services.

Practice Principal - Dugald Braithwaite - Profile

Review our process below or you can read our article  - 5 Tips for Recruiting Financial Planners

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