Financial Planning Recruitment - A Service designed to find the right people for your business
The Eventus Recruitment have a dedicated Financial Planning Recruitment service in which we specialise in connecting top Financial Planning professionals with high quality firms across the financial planning industry.
Passionate about supporting businesses and professionals’ careers our recruitment service is unique in that we truly get to know our clients and candidates. We will only place a professional within your business if we believe it is 100% the right fit for both parties. Furthermore, our award-winning recruitment processes are designed to deliver you value; by ensuring you get the people you need in a timely manner, and that they remain within your firm for the long term.
Eventus Recruitment’s Financial Planning Specialists
The Eventus Recruitment Financial Services team is led by Duncan McIlroy, an experienced Recruitment Consultant who has worked within Financial Services for over 20 years. Duncan, who is based in Cheshire, is well-connected within the Financial Planning sector. Moreover, his network has a high concentration of contacts within Financial Planning and Regulated Advice.
Primarily, we focus on the North West of England, including Greater Manchester, Lancashire, Merseyside and Cheshire. However, we can still advise you if your business is in another region in the UK.
Financial Planning Recruitment Areas
As specialists we cover all job roles within Financial Planning from entry-level to senior management. We recruit at all levels, from administrative level to advisory level.
We cover:
Pensions and Retirement
Investments
Mortgages
Personal Protection
Employee Benefits
Financial Planning
Some of the job titles we recruit for in our financial planning recruitment division include:
- Financial Planning Administrators
- Paraplanners
- Mortgage & Protection Administrators
- Qualified Financial Planners
- Independent Financial Advisors
- Investment Managers
- Mortgage & Protection Advisors
How does the Eventus Recruitment Group source talented professionals in the Financial Planning Market?
The Financial Planning sector is continually evolving, and we understand that you want your future employees to be adaptable, innovative, team players and have the skills to deliver the best possible outcomes for your clients.
Passionate about recruitment, we really care about building relationships with both the businesses and candidates we work with. This enables us to achieve the best results for you. Thus, allowing us to connect the right professionals with the right Financial Planning firm to facilitate the perfect fit for your business. Likewise, we will ensure that your firm is the right company for the candidate also.
Firstly, we take time to understand your business and recruitment requirements. Then we will offer a thorough service tailored to your individual requirements. Always we consult with you to figure out the best recruitment methods for your requirements, which will result in finding the right professionals with the talent and skills for your business. Above all, we pride ourselves on treating our clients and candidates fairly, and offering support to both parties throughout the recruitment process.
Your time is yours
We understand your time is precious. So, as standard we support both you and the candidates throughout the full recruitment process. We handle all aspects of recruitment on your behalf, including:
- Job advert writing
- Promoting your job vacancies
- Sourcing suitable candidates
- Pre-screen candidates to ensure they satisfy all your requirements
- Sourcing candidate availability and arranging job interviews with you
- Handling negotiations and managing job offers
- A point of contact for the successful candidate before they start and we check-in with both parties once they are within your firm.
Tailored recruitment solutions for your Financial Planning business
At Eventus Recruitment Group, we go beyond traditional recruitment—we become a seamless extension of your HR function. Our consultative approach ensures that we not only connect you with top Financial Planning professionals but also provide expert guidance on employee benefits and retention strategies. We offer all types of recruitment from traditional (contingent) recruitment to retained (headhunt) to everything in between including contract and interim recruitment.
The recruitment services below can be selected individually or as a combined recruitment package, offering a tailored and bespoke recruitment solution to meet your firm’s specific recruitment needs.
Executive Search and Selection
Targeted Search
Promotion Panels
Application and Interview Screening
Succession Planning
Restructuring, Expansion & Change Management
Candidate Search Only with Complimentary Marketing of Job Vacancies
Sourcing New Office Leases and Recruitment
Recruitment in the Financial Planning Sector: Key Challenges and Solutions
Duncan is well-equipped with a high-quality network of financial planning firms and professionals. Here’s Duncan’s advice for financial planning firms who are hiring:
What top tip would give to a business to ensure a robust recruitment strategy within the financial planning sector?
Prioritise employer branding. Employer branding refers to how your company is perceived by potential candidates as a place to work. Here’s how you can strengthen your employer branding:
- Define your company’s values, culture, and mission.
- Craft compelling job descriptions highlighting growth opportunities.
- Utilise social media and online platforms to showcase your culture and job vacancies.
- Offer competitive compensation and benefits.
- Provide a positive candidate experience with prompt communication and feedback.
- Encourage employee referrals for high-quality hires.
- Invest in training and development to attract talent eager to grow.
Focusing on these aspects helps attract and retain top talent while building a strong recruitment pipeline.
What are professionals in financial planning wanting in their careers and from their employers at present?
“Professionals regularly prioritise career growth, job stability, and opportunities for skill development. They also value employers who offer clear pathways for professional progression, support for qualifications, and access to challenging and diverse work. Additionally, the demand for flexible working arrangements continues to increase, as well as competitive pay, and a positive workplace culture.
In regards to a positive workplace culture, financial planning professionals often specify that a supportive, collaborative work environment is key. Furthermore, being equipped with good technology is important in order to do their jobs effectively. This way, they can meet the demands of clients and also work flexibly.”
What challenges are employers facing when trying to fill specialised roles in financial planning?
“There is a shortage of highly skilled and qualified professionals, particularly those with advanced financial planning certifications like the Chartered Financial Planner status. Competition for the top talent is intense, driving up salary expectations and making it harder for smaller firms to compete with larger organisations. Additionally, candidates are increasingly prioritising flexible working arrangements and meaningful benefits, as discussed. Unfortunately, this may not always align with what employers are offering.”
What role does professional development and upskilling play in retaining talent in the financial planning industry?
“Professional development and upskilling play a critical role in retaining talent in the financial planning industry. Financial planning professionals often seek opportunities to grow their technical expertise and achieve certifications like the Level 4 Diploma and Level 6 Chartered Financial Planner qualification. These qualifications are offered by various awarding bodies including the CII, CISI and LIBF.
Offering clear development pathways, funding for qualifications, and access to mentors and learning resources keeps employees engaged. Also, it demonstrates an employer’s commitment to their employee’s career progression.”
To continue with the conversation with Duncan or for tailored advice on your Financial Planning recruitment strategy, click here.
