Wealth Management Recruitment
Connecting Top Wealth Management Talent with Leading Private Clients and Firms
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Through our wealth management recruitment services, we have access to the top talent that your business needs to stay ahead in this competitive sector.
The types of clients within the wealth management arena include Independent Financial Advisory Businesses, Family Offices, Dealer Groups, Institutional Advice, Integrated Accounting and Advice Practices to name a few.
If you’re seeking to hire wealth management professionals for your business or take the next step in your financial services career, get in touch.
Contact the Wealth Management Recruitment Experts at Godfrey Group Today. Call (02) 8004 9350
wealth management roles
Our wealth management recruitment consultants have access to both permanent and temporary talent across a wide range wealth management roles, such as:
Senior Financial Adviser
Compliance Manager
Technical Specialist
Operations Management
Human Resources
Associate Adviser
Financial Planning Assistant
Practice Management
General Management
Business Analysts
Paraplanner
Financial Analyst
Practice Development
Sales Management
Advice Coaches
Our Approach
The Godfrey Group’s approach is built on creating long-term partnerships and relationships with clients and candidates through our ethos of:
Open Communication
Trust
Transparency
All candidates and organisations – large and small – are treated with the same level of care and professionalism when collaborating on a successful permanent, interim or temporary recruitment strategy.
Browse More of Our Expertise
Risk Management
Godfrey Group’s specialist recruitment agents are experts in risk management recruitment and are seen as some of the most adept in the financial services industry.
Financial Technology
Our consultants are not only experts in financial technology recruitment, but also conversant with its dynamic nature and the skills needed to keep abreast of the digital evolution.
Funds Management
Godfrey Group is a funds management recruitment specialist, offering our clients a tailored solution for any of their talent gaps.
Insurance
Godfrey Group is an insurance recruitment adviser who can help navigate through the intricacies of the insurance industry.
Accounting
Our highly respected network of accounting talent can cater to your every requirement and boost the abilities your business needs to gain a competitive edge.
Superannuation
We can leverage our financial services expertise and wide-ranging talent pool to meet the specific superannuation recruitment needs of your organisation.
Research Houses
Our dedicated research house recruitment experts foster long-term relationships with hiring managers, allowing us to positively impact your business.
Executive Recruitment
Our executive recruiting specialists have forged strong executive search networks and can impart market insights to ensure the success of your executive recruitment strategy.
Financial Advice
Godfrey Group is Australia’s leading financial advice recruiter. Our recruitment team have built strong connections with top industry talent and financial advice firms.
Wealth Management Recruitment FAQs
What is wealth management recruitment?
Wealth management recruitment is the process of hiring professionals to work in the wealth management industry, from financial planners and portfolio managers to investment advisors, compliance and support staff. Wealth management recruiting needs close collaboration between the financial services organisation and the hiring firm to ensure successful identification, evaluation and selection of high-calibre senior, mid-level and junior wealth management talent who can drive the company’s growth and success.
Why work with a wealth management recruiter to hire talent?
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When you need specialised expertise that is rare or difficult to find in the market, a wealth management recruiter can leverage its network and industry knowledge to identify suitable candidates.
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If you require the search to be confidential – you can minimise the risk of internal disruption and keep sensitive strategic initiatives at a board level.
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When you have limited internal resources, expertise, or bandwidth to conduct a comprehensive executive search.
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When looking to begin succession planning – a wealth management recruitment firm can assist in assessing internal talent against external candidates, ensuring a smooth transition and continuity of leadership.
What is the recruitment process for wealth management roles?
Our process for sourcing and selecting the right wealth management talent involves:
- Candidate Profile Development
- Market Research and Targeting
- Outreach and Networking
- Evaluation and Screening
- Presentation of Candidates
- Interviews and Selection
- References & Background Checks
- Negotiation and Offer
- Onboarding and Integration
Where do you hire wealth management talent from?
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We look at diverse channels and often initially consider those currently employed in similar or related roles at other companies.
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We connect with executives and professionals in specific sectors or fields so that we understand the emerging trends and talents within that sector.
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Referrals are a big part of our process as they come with recommendations and endorsements from trusted sources.
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We utilise online platforms and executive databases to identify and connect with potential candidates, conduct extensive industry research and competitor analysis, and participate in executive associations, industry groups and professional organisations to build strong recruitment and referral networks.
Can you help hire remote/WFH wealth management positions?
Yes, we can!
Australia’s Leading Wealth Management Recruiters
Whether you are looking to fill a financial services role in your business or want to take your wealth management career to the next level, Godfrey Group can help. Contact our recruitment specialists today.
Phone
ADDRESS
Level 5, 10 Bridge Street, Sydney NSW 2000