Finding an adviser is only useful if they’re right for the business they’re joining.
Adviser recruitment is rarely just about qualifications and a postcode. The right person needs to fit the client proposition, culture, growth plans and the way the firm actually wants advice delivered.
Before we search, we want to understand what has created the need. Is this growth, succession, an existing client bank that needs servicing, a move into a new area, or simply a team that has reached capacity? That context changes who we should be looking for, and how the opportunity needs to be taken to market.
That’s where we come in.
We map the relevant adviser market, approach people directly and qualify the things that matter before they reach you, experience, location, earnings, client proposition, working model and whether there’s a genuine reason for them to consider moving.
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.
“They engaged the entire local area for advisers that can commute to our office.”
Cost-effective, enabling us to spread the cost over 12 months and giving us the confidence that they had engaged all local candidates.
Tell us about the adviser you need.
You don’t need a finished job description. Tell us what’s happening in the business, what has created the need and what you’re trying to achieve with the hire.
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