Before we search, we need to understand what the business actually needs.
A brief for “compliance” or “operations” can mean very different things from one Financial Planning firm to the next. The challenge is often defining the role properly before trying to recruit it.
You might need somebody hands-on with file reviews and regulatory oversight. You might need a senior compliance lead who can shape policy and challenge the business. Or the real pressure may sit in operations, systems, workflow, people, service standards and making the business run more effectively as it grows.
That’s where we come in.
We start with the structure behind the vacancy, the size of the firm, adviser population, responsibilities, systems, reporting lines and where the pressure currently sits. Then we can define the right profile, map the relevant market and approach people whose experience genuinely fits what the business needs next.
What changed when Antony George became involved.
Hear directly from our clients about what it is like to work with Antony George, from how we understood their brief to the difference the search made.
“Antony George has become an extension of Finura.”
Working with them on a retainer basis allows us to manage costs and have a streamlined process to fulfil our recruitment needs.
Tell us where the pressure sits.
You don’t need to know the finished job title yet. Tell us what’s happening in the business, what needs more ownership and what you’re hoping the hire will change.
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