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

 

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

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

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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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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........