IFA PRACTICE RECRUITMENT

Australia’s Leader in Financial Planning Recruitment | Since 1998

Get it Right 1st Time!

Specialist Recruitment for Financial Planning Practices

Take the headaches out of growing your practice and de-risk the process.
Employ only productive Financial Planners custom selected and background checked

 

2500 Market Relationships and Specialist Search Methodology

Exclusive to Recruit 2 Advice

 

Job Description

R2A will produce a custom brief on your business to educate the market, and provide you with Job Description, KPI assistance, Interview Guides, On-Boarding Contracts and much more.

Yes, all just part of the service.

Database & Market Search recruitment 

We dig into our database and market map to approach & educate Financial Planners about your business.

At R2A we don’t just place an ad hoping for the best…..we access the passive market to excite and engage the best Advisers to join your business.

Top Talent delivered to your boardroom

Typically a shortlist will have 2-3 Financial Planners for you to interview. Although we will discuss the entire talent pool with you.

GET STARTED

GROW YOUR BUSINESS NOW

View terms of the specialist service offer and our recruitment services agreement.

CONTACT US
RECRUITMENT SERVICE AGREEMENT
FINANCIAL PLANNER - Position Description

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
5
3
Recruit 2 Advice
Recruit 2 Advice – Recruitment – Financial Planning – Australia – Sydney, Melbourne, Brisbane
CALL NOW
CONTACT US

 

Check out these useful recruitment articles:

5 Tips for Recruiting Financial Planners

Key Performance Indicators

Grow your Financial Planning practice

FAQ's

What do you know about Financial Planning?

We understand the risks and costs associated to your business with recruiting new Financial Planners.

We’ve been working with practices like yours since 1998.

 

Can I decide what type of Financial Planner we want?

Yes absolutely. You set the parameters and we agreed the profile and expectations.

 

How long does the process take?

We will deliver the talent pool/shortlist in 2-4 weeks. A typical process will take 4-6 weeks in entirety.

 

Is there a Guarantee?

Yes. If for any reason the new hire does not work out  in the first three months we will run the process again for free.

 

Have you placed Financial Planners before?

Yes over 500 across all size of advice business national, international and Asia.

 

Cool!

To get started just call and tell us about your business and the type of Adviser you're looking.

Suited to your requirement we will provide:

Job Descriptions

Key Performance Indicators

Employee Contracts

On-Boarding Documentation & Process

Plus Loads more........