BWD Corporate Brochure New

WE KNOW FINANCIAL SERVICES B W D S E A R C H & S E L E CT I O N LT D

B W D SE A R C H & SE L E CT I O N LT D GET TO KNOW BWD OUR STORY BWD is a specialist recruitment consultancy, dedicated to the Financial Services Profession. Established in 2006 by Directors Alistair Brownlee, James Walker and Gareth Davies, they had a vision with set values and principles, which remain at the forefront of the business today. Having expanded from the core beginnings of Wealth Management and Sales & Distribution, BWD has seen significant organic growth, now providing permanent and interim solutions, nationally, across seven dedicated divisions;  REGULATORY  SALES & DISTRIBUTION  RISK & COMPLIANCE  CHANGE MANAGEMENT  WEALTH MANAGEMENT  ACTUARIAL  PENSIONS & BENEFITS  SPECIALIST FINANCE & LENDING with further growth on the horizon. 02

OUR VALUES Embedded into the organisation are our values. These four values define BWD. They are relevant to clients, candidates and employees and differentiate BWD from the standard. DO THE RIGHT THING The right people, for the right opportunity. Partnering with an ethically sound and responsible business. HUMILITY Modest, trustworthy & reliable. We listen and respond, sensitive to our clients and candidates. LOYALTY Always there to guide you. Long-term relationships provide profound satisfaction. GROWTH IS GOOD Expanding your potential. Always helping our clients, our business and employees go further. 03

B W D SE A R C H & SE L E CT I O N LT DMODEST, TRUSTWORTHY & RELIABLE 04

5:3 WE KNOW FINANCIAL FOR EVERY 5 CVS SENT, SERVICES 3 ARE INTERVIEWED. AN AVERAGE ACROSS Knowledge is vital. BWD only recruit for the We are at the forefront of candidate generation, ALL DIVISIONS. Financial Services market, because it is the blending new technologies with traditional forms only industry we know. of headhunting providing access to both active and 76% passive candidates. OF BUSINESS IS REPEAT, The DNA of the business is built on this knowledge, THE DIFFERENCE DEMONSTRATING THE differentiating BWD from the typical recruitment consultancy. Each division consists of industry  Consistency STRENGTH AND TRUST OUR professionals who have experience of working directly CLIENTS HAVE. in the sector, providing additional confidence to both For every 5 CVs sent, 3 are interviewed. An average candidates and clients. across all divisions. The loyalty and experience of our employees has  Loyalty formulated a unique and extensive set of networks. Built up over the years, these networks provide 76% of business is repeat, demonstrating the access to a detailed compliant directory of over strength and trust our clients have. 40,000 financial professionals, ensuring we can source the right candidates for the right positions.  Longevity We have continuously invested in new technologies including LinkedIn RPS and social media strategies. Our core team has been with BWD for 10 years, a rarity in the recruitment market.  Resource Dedicated Marketing Division, headed up by a Financial Services Marketer with over 20 years’ industry experience, a unique commodity for a consultancy. 05

B W D SE A R C H & SE L E CT I O N LT DWEALTH MANAGEMENT LONGEVITY Wealth Management is the cornerstone division of BWD. Our success has created the blueprint which has been replicated to other parts of the business. Three senior members of the team have been with the company for over ten years, combining to over fifty years’ financial services recruitment experience. This longevity of service provides clients a consistent and highly experienced point of contact, resulting in exclusive relationships spanning over a decade. SPECIALISTS, NOT GENERALISTS Whether you are new to the Wealth Management sector or an experienced senior manager, each consultant has a core focus specialising on specific positions. This approach ensures both clients and candidates are in communication with the right person every time.  Financial Planning Senior Management, Wealth Planners, Paraplanners, Wealth Planning Administration.  Investment Management Investment Managers, Portfolio Managers, Analysts.  Private Banking Private Bankers, Wealth Managers. 06

REGULATORY, RISK & COMPLIANCE The UK financial services market has evolved extensively over the last two decades, with legislation and regulation changes being the primary factors. No longer viewed as back office functions, Regulatory, Risk and Compliance professionals are now at the forefront of a company’s strategy and decision making. The Regulatory, Risk and Compliance division links seamlessly with its other counterparts, due to the nature of the market. Each sector requires specific specialists who understand the framework. POSITIONS UNDERTAKEN  Regulatory Finance Financial Controllers, Legal Entity Accountants, Regulatory Reporting, Financial Systems & MI, Tax Managers, Treasury/Liquidity.  Compliance Monitoring, Advisory, CF10/CF10a, T&C, Financial Crime, Field Based Risk.  Risk & Audit Operational Risk, Credit Risk, Regulatory Risk, Financial Crime Risk, CASS Audit, Internal Audit Managers. 07

PENSIONS & BENEFITS B W D SE A R C H & SE L E CT I O N LT D The Pensions and Benefits sector is constantly POSITIONS UNDERTAKEN evolving. Legislative, political and economic changes impact the market from all angles DEFINED BENEFIT (DB) and require a consultancy that can react to these movements.  Fiduciary Management, Fiduciary Consultants, We are in regular communication with clients and other Portfolio Construction, Sales Consultants, divisions within BWD, discussing industry changes and how Client Managers. we can benefit as a group.  LDI Portfolio Manager/Construction, BWD’s Pensions and Benefits team have specialist consultants that manage recruitment across their sectors of Investment Strategy, LDI Consultant. the UK pensions market. We provide clients and candidates a bespoke service, with a dedicated professional point of  Portfolio Solution. contact, ensuring a consistent high level of service. DEFINED CONTRIBUTION (DC)  DC Investment Solutions, Business Development Director, Consultant Relations. PENSION ADMINISTRATION  Pensions Administration, Team Leader, Operations, Midlands Senior Management. ACTUARIAL  Trustee-focused Actuarial, Scheme Actuarial, Corporate Actuarial, De-Risking and Member Options Specialists. 08

CHANGE MANAGEMENT The Change Management Division specialise EXAMPLES OF TYPICAL ROLES INCLUDE: in the provision of talented permanent and interim resource solutions across all areas  Director of Change and Transformation of the change project lifecycle.  Programme Directors and Managers  Project Managers With over 150 years combined experience, our  Business Analysts knowledge and expertise within Financial Services  Architects enable us to support our clients with tailor made  Change Managers people solutions whether they be short-term, long-  Programme Support term or permanent requirements. We are often called  Testers and SME’s upon to provide market intelligence, remuneration statistics, career support and advice and have an outstanding delivery track record resulting in top supplier rankings. We pride ourselves on our consultative approach, HIGH CALIBRE always putting our clients and candidates at the heart of everything we do. 09

SALES & DISTRIBUTION B W D SE A R C H & SE L E CT I O N LT D A founding division in the formation of BWD,  Life Offices Sales and Distribution still plays a major part  Platforms of the group and the wider financial services  Asset Management industry.  Fund Management  Networks & Support Services Groups The advice market is still the primary source for many  Mortgage Providers life offices, asset/fund management, mortgage and  Specialist Finance (Bridging, Development specialist finance sectors. The role of the traditional Business Development Manager (BDM) has now & Commercial) manifested itself into a niche role, rather than all out sales person. OPPORTUNITIES The demand for high quality intermediaries remains With the advance of technology and systems, support- high, with organisations requiring specialists for both based roles have increased in popularity, not just telephone and field-based positions. pure Business Development roles. If you’re looking for a career or a stepping stone towards becoming MARKETS a BDM, our consultants are available to discuss the opportunities available and propel your career within The Sales and Distribution Division interlinks with the industry. the other divisions to facilitate positions within the following sectors. 10

ACTUARIAL We can adapt quickly to the needs of our guidance so you can make an informed decision. We will clients, in this evolving, yet unique sector of guide you through the process without prejudice and of the industry. We understand the market and course with complete discretion. the characteristics required for these often complex roles. BWD are a trusted recruitment partner for a wide range of Insurers, Reinsurers, Consulting firms, Broking Houses The Actuarial profession continues to grow and expand, and Investment Banks. Our Actuarial division has access Actuaries are still in short supply around the world. As to individuals across all disciplines including; Pricing, the world expands into new territories such as Artificial Reserving, Capital, Product Development, Valuations, Intelligence the demand for insurance and protection will Modelling, Reporting and M&A, Exposure Management, only increase due to society being exposed to new risks. Catastrophe Modelling and Structuring. Our specialist Actuarial division works across; Non-Life, RECENTLY COMPLETED ASSIGNMENTS: Life and Health, whilst collaborating and complimenting the Pension/Investment Actuarial roles undertaken by  Head of Actuarial Function – General Insurer – the Pension & Benefits Division. We pride ourselves on being able to provide clients with aspiring and London experienced Actuaries, from recent graduates to C-suite. Our team’s technical understanding of these areas is the  Senior Analyst - General Insurance - Midlands vital component in providing the quality of service and  Chief Actuary – Life Insurer – London credibility that the market demands.  Pricing Analyst – Life Insurer – South West  Senior Manager – Consultancy – London As a client, we can offer both permanent (contingent  Catastrophe Modelling Manager – Lloyd’s Market – and retained) and interim solutions and we place an emphasis on truly understanding your needs to ensure London the right people are presented to you who not only meet business requirements but also fit in with your culture. As a candidate, we can offer expertise, advice and market 11

B W D SE A R C H & SE L E CT I O N LT D SPECIALIST FINANCE & LENDING Unearthing talent for this rapidly growing DEVELOPMENT GROWTH market is a skill we are very proud to possess. We combine our internal expertise As this market matures and grows in stature, with external partners to ensure we stay the requirement for talented individuals becomes ahead of the game. increasingly important. We specialise and facilitate in the following areas: GROWTH  Account Management/BDMs Challenger banks and specialist lenders are now filling  Admin the void left behind after the financial crisis. The high  Sales Support street lenders have tightened their criteria and risk  Underwriting policies, allowing this new breed to enter the market.  Marketing This sector has seen unprecedented growth and has  Senior Managers & Board Positions now manifested itself as a recognised market within the industry. 12

CONTACT SUPPORT OUR TEAM 13 HEAD OFFICE  0113 274 3000  [email protected] LEEDS 3RD FLOOR, ST JAMES HOUSE 28 PARK PLACE LEEDS LS1 2SP LONDON 14 GRAY’S INN ROAD HOLBORN LONDON WC1X 8HNP

TESTIMONIALS FROM CLIENTS & CANDIDATES B W D SE A R C H & SE L E CT I O N LT D We were instantly impressed by the Iain’s level of confidence Jordan knows the business well, and goes above and and direct approach. Iain’s understanding of the market, beyond to deliver an exceptional service. He is a great competitors and what motivates people has enabled us to consultant to partner with, and always provides well- secure some key talent in short time periods! screened candidates. Thank you Iain for all your efforts. A great service! NICOLA McATEER Talent Acquisition Manager - VP, BNY Mellon HEAD OF HUMAN RESOURCES - TPT Helen has been inspirational in delivering the great people we I would have no hesitation in recommending BWD to other need to drive our business forwards. She quickly understood leaders in our profession who are seeking true quality that the personal profile was all important and was able to see candidates. Graeme gives an honest appraisal and holds beyond just qualifications and experience to provide us with a high standard when putting candidates forward. Graeme candidates from a number of backgrounds. Both Helen and has a strong network and market intelligence. It doesn’t BWD are important partners in our growth and I look forward harm that he is thoroughly nice guy too! to working with you again in the near future. DIRECTOR CEO – SANDRINGHAM PARTNERS Private Banker 14

James took the time to not only understand my current I just wanted to take the time to write and to thank you personal and professional position but also helped me see for all your help in securing my new role as Compliance a new future in a rapidly changing Financial Services Sector. Manager. You couldn’t have been more supportive or James understands both the company and the candidate he professional, ensuring that I was kept up to date on a represents resulting in a great personal and cultural fit. The regular basis. Jo, you even went to the trouble of calling me advice, guidance and discussions gave me the confidence to within 1 hour of each interview and checking in on me even make the next step in my career. from your holiday. No-one could have done more and I am very grateful. 1st Class service from a 1st Class lady. James knew the opportunity was the right move for COMPLIANCE MANAGER me before I did and this is testament to his skill and experience in the sector. I would highly recommend James to anyone REPUTATION seeking a new role or a company looking to build their team. 15 ROSS COOMBES BSC (HONS) APFS Financial Planning Director at Investec Wealth & Investment UK

BWD Search & Selection Ltd. BWD-SEARCH.CO.UK St. James House 28 Park Place, Leeds LS1 2SP 0113 274 3000 [email protected]  @BWDSearch  /company/bwd-search-and-selection