The Financial Advice industry is people centric. High impact Advisors are part councillor, part educator, part strategic liaison and relationship manager.
A great hire brings growth and engaged clients to the firm. A poor hire creates negative sentiment in the market and can impact culture internally.
We invest extensive time and resources into, connecting and engaging with the best possible talent in the market so that when called upon, we deliver.
Senior appointments within the Financial Planning and Wealth Management industry should never be left to chance, engage a search firm with a track record of delivery.
Other key areas we assist clients with include;
Without a doubt, this has been our most requested remuneration report to date. Our recent survey was met with great response and we are excited to share what we found.
Below are just a few of the key insights from your industry peers.
Flexibility around when, where, and how we work is no longer a differentiator, it’s increasingly the decider. When asked about non-financial benefits, 63.27% of Financial Planning participants advised that they were able to work from home or had a hybrid arrangement with their employer.
28% of participants in non-Advisor positions received bonuses. 35% of people in non-Advisor roles received a bonus between $1,000 - $5,000 in the 21-22 financial year. 26% of were paid between $5,000 - $10,000 in bonuses during the same period.
Client Services Professionals with 2 - 3 years of experience are in the highest demand. Closely followed by Associates with 2-4 years of industry experience and FASEA qualified Advisors with 1 - 3 years of experience.
How we helped a forward thinking financial planning company grow and drive uniformity across their operations.
