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Financial and Mortgage Recruitment Specialist

Company Services - Pricing

Run your recruitment in-house?

That's right, you don't need to engage a recruitment agency. The tools are available for businesses to carry out their recruitment objectives in-house.

I'll provide a day's consultancy to help you set up your project for a fixed cost of £400.00 + VAT

➤ I'll help pull together a job brief and identify the USPs of your company and your vacancy.

➤ I can write the advert copy if required (extra cost of £100.00 + VAT)


➤ I'll give guidance on which job boards to use and how to run boolean searches.

➤ I'll show you how to run LinkedIn searches

➤ I'll give you ideas on your outreach and follow-up messages.


➤ I'll provide guidance on a recruitment process

➤ I can help construct relevant interview questions

Search & Headhunting 

I'll run a search project using all our data and outreach resources to find suitable prospects and create  a ‘long list’  

➤ I'll use our automation tools and create a campaign to reach via email, SMS, Inmail, social messaging and calls

➤ We'll move interested prospects through engagement activities to a shortlist

➤ Engage in screening and assess

➤ Arrange initial interviews 

Support & Administration

➤ We'll arrange interviews 
➤ Deliver the offer


➤ Handle rejections


➤ Work with all parties to through the application & start date

➤ We'll check in with you & and the candidate in the initial months to see how things are working out.

We Recruit for the following positions:

Financial Planning Sector:

  • Financial Advisor

  • Financial Planner

  • Wealth Manager

  • Pension Consultant

  • Certified Financial Planner (CFP)

  • Estate Planner

  • Financial Analyst

  • Paraplanner

  • Retirement Planner

  • Employee Benefits Consultant

  • Financial Consultant

  • Client Relationship Manager (Financial Planning)

Mortgage Sector:

  • Mortgage Advisor

  • Mortgage Broker

  • Mortgage Underwriter

  • Mortgage Processor

  • Mortgage Consultant

  • Mortgage Administrator

  • Mortgage Sales Manager

  • Mortgage Product Manager

  • Compliance Officer (Mortgage)

  • Loss Mitigation Specialist

  • Mortgage Servicing Specialist

  • Risk Analyst (Mortgage)

  • Credit Analyst (Mortgage)

  • Collections Officer (Mortgage)

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