Wealth Management

Wealth Management

We are specialists Fram Search is a privately owned specialist financial services recruitment consultancy. We work with global leaders and boutiques in the UK and overseas, providing permanent recruitment solutions. Our core focus is the mid-market, helping firms attract talented experienced hires right the way through to the marzipan layer, or C-suite of smaller firms. We are proud to build close and lasting relationships with our clients. Our industry-specific focus and specialist, functionally aligned teams enable us to provide clients with greater insight into market trends and a truly consultative service. We understand your industry. Fram offers both retained executive search and contingent solutions, which utlises our proven headhunting methodology, our deep networks, and established database. We go the extra mile to attract sought after passive talent, as our experience is that candidates are saturated with job adverts online. We have built positive relationships with both clients and candidates over a significant period of time – aiming to offer impartial advice to both parties. We also maintain the highest levels of confidentiality.

Wealth Management Fram has one of the leading Wealth Management recruitment Practices in the UK. Through our dedicated Practices we help clients hire in Front O ffice, Investments & Advice, Sales & Marketing, Finance, Legal & Compliance, and Operations. We also help firms make appointments across the C-suite. We deploy the best team to solve your hiring needs. This “one firm” approach enables us to advise clients on a wide range of issues such as industry trends, acquisitions, retention, reward and organisational structures. We have deep expertise at all levels within the industry and our network is extensive and the result of over 20 years combined wealth management recruitment experience. Coverage includes: • Private Banks • Multi Family Offices • Discretionary Fund Managers • Financial Planners • Single Family Offices • Asset Managers

Private Banking Board appointments Relationship Managers Portfolio Managers/ Investment Advisers Wealth Planners Investment Analysts Credit specialists Sales & Marketing Finance Legal & Compliance Operations

Investment Financial Management Planning Board appointments Board appointments Investment Managers Financial Planners Financial Planners Investment Managers Intermediary/DFM sales Intermediary/DFM sales Marketing Acquisitions Assistants Practice Managers Investment Analysts Marketing Finance Paraplanners Legal & Compliance Investment Analysts Operations Finance Legal & Compliance Operations

Our Services Our range of services are designed with one thing in mind. You, the client. Access to executive search, contingent recruitment, or interim solutions is vital to any company. However, each one has its place in terms of your talent and recruitment solutions and our aim is help you deploy the correct strategy in attracting and appointing the best talent. Fram Search provides a discreet service and high levels of industry knowledge, rooted in years of financial services recruitment expertise, highly developed headhunting skills and considerable networks. This is a level of service normally only available in executive search firms, however, our aim is to work with clients across their business, providing recruitment solutions tailored to our clients' needs.

Executive Search Our process enables us to identify, engage, and screen top industry talent in an expeditious manner without compromising on quality. We recognise that we are representing our client’s brand in the market and we act with the highest levels of integrity and professionalism, whilst offering a very engaged and agile service. Contingent Recruitment Fram has a team of sector and functional recruitment experts, who are able to help clients on a contingent basis. This is a very pro-active service, which utilises Fram’s extensive industry specific database, our established networks, and elements of our executive search expertise.

Recruitment fit for a new world Combining technology with years of sector and functional expertise GDPR Compliant Personality market mapping testing We are able to provide clients with We are able to offer clients personality tailor-made, in-depth & GDPR profiling and aptitude testing to compliant market intelligence analysis. reinforce your hiring decisions. Diversity & Inclusion Corporate Social Responsibility We are deeply committed to DE&I, and have a strong track record of delivering Fram offsets our carbon footprint, and diverse shortlists. All staff at Fram have we are proud to partner with Teenage taken unconscious bias training. Cancer Trust, making a donation for every placement we make.

1. Briefing We take �me to understand 2. 5. your firm, culture Proac�ve Placement and requirements. Search We help support We are trained the interview, offer Our headhunters, and management u�lise search and integra�on techniques on all processprocess. assignments. 4. Shortlist 3. Benchmarking We interview and screen We aim to shortlist high all candidates, and quality ‘benchmarking’ candidates early, and work hard to submit then refine our a diverse shortlist search - we of high quality listen. candidates.

“Victory awaits him who has everything in order – luck, people call it. Defeat is certain for him who has neglected to take the necessary precautions in time; this is called bad luck.” From 'The South Pole' by Roald Amundsen

Who to contact Simon Roderick Kelly Biggar Gayle Waller Managing Director Head of Wealth Management Associate m: +44 (0)7981 710 363 m: +44 (0)7803 210 355 e: [email protected] e: [email protected] e: [email protected] t: +44 (0)1525 864 372 e: [email protected] w: www.framsearch.com

Tel: 01525 864 372 Email: [email protected]