AG Brochure

Relentlessly Positive Recruitment

Content Who are we? 01 Our Specialism 02 For Clients 05 Packages/O erings 06

Antony George Recruitment focuses solely on the Financial Planning sector. We source and carefully select, competent, professional and regulated Financial Advisers, Paraplanners and experienced supporting roles for our clients. With over 7 years of experience in our sector, our Financial Planning recruitment methods stand out in an industry where the status quo is expected. Antony George prides itself on being di erent, motivational and positive. That’s Antony George Recruitment. Relentlessly Positive Recruitment!

We actively recruit Paraplanners throughout the UK and make regular appearances in the 'Professional Paraplanner\" Magazine. We have an extensive network of suitability quali ed, experienced and adaptable candidates, and will do our utmost to ensure they can t straight into your business. For us to match you with a Paraplanner that will t seamlessly into your business, we will work closely with you to obtain a thorough understanding of your company structure and a bespoke and detailed pro le will be prepared. This entails knowing the systems used, identifying the exact role and duties that will be undertaken and obtaining a clear understanding of career progression opportunities. We will also discuss the following: - Quali cations: What modules have been taken, what is being studied, are they working towards becoming chartered? - Platforms used and Software: CRM, Research Software and Cash ow Modelling tools used. - Business set up and skillset: Areas of advice covered, strongest skillset, business mix and current working set up (1-1, POD system or pooled). - Clients: What your typical client looks like, in terms of wealth, interaction and relationship with those clients and advice required.

Are you recruiting a Financial Advisor to help service your existing clients? Do you have a unique proposition that will attract advisors with transferrable assets? Are you looking to acquire client banks? We have extensive knowledge when recruiting Financial Advisors and know it is essential to get it right the rst time. For this reason, we take the time to nd out about your business, propositions and growth aspirations before we start to nd the right candidate for you. Their current business structure will be broken down, and a detailed pro le will be prepared. Some of which will be covered include: - KPI's: Funds under management, number of clients, recurring income and turnover for the last 3 years. - Investment Proposition: Platforms used, experience with centralised investment propositions, DFMs, or Insured funds. - Advice areas: Pensions, Investments, Inheritance Tax Planning, Trust, De ned Bene t, EIS, VCTs and Protection. We assess our candidates thoroughly, ensuring that they are quali ed, hold CAS and hold an up to date SPS certi cate. We are transparent and will make you aware should they have any industry debt, upheld complaints, internal breaches and any lender panel restrictions. You will not nd that advisor you are looking for on a job board, trust us... we know!

An Experienced Administrator is paramount to achieving an e cient, streamlined and successful business. Administrators are at the forefront of any company, proactively developing and maintaining e ective relationships with clients, colleagues and 3rd party rms. Administrators are often the rst point of contact, able to deal with all client servicing, new business queries whilst also providing support to advisers and operational colleagues. To ensure our Administrators can hit the ground running, we want to ensure our candidates are tailored to be the perfect t. When presenting our Administrators to you, we will understand how your business operates and the expectations and day to day duties and responsibilities that are expected. We will also take into consideration the following: - Experience: We ensure our Administrators are suitably quali ed, have transferable skills, and have the appropriate experience working within a required nancial planning business. - Systems and Set up: We look at your current setup, CRM systems and platforms used, and consider what training if any will be required.

We at Antony George can deliver you the right candidate, for the right position, from our quality approved talent bank. We have the connections and knowledge and always ask questions that others do not. We combine our specialist expertise and understanding of recruitment in this niche area, to provide a bespoke service for you. Our mission is to help with the retention and engagement of your current team as well as core recruitment. Our Talent Support Package can provide you with a range of valued add-on services. These include providing motivational check-in-forms, performance review templates, leadership adjustment wheels, engagement surveys, and detailed job descriptions. We value the relationships that we build and the ethos that stems from this. After all, it is not just about having the right names and numbers.

Let's align our business and work more collaboratively. We will provide you with the support required to achieve your growth ambitions. We will save you time and save you money as our growth package is a market-leading model. Fix your fee, cover your costs and protect your business.

Essential £295 upfront fee and 20% on placement (£295 is deducted from nal invoice) Access to Exclusive network of 55,000 nancial planning professionals throughout the UK Advertisement on various job boards Remuneration guidance and advice Detailed job speci cations Consultants who are true market specialists Detailed telephone interviews Bespoke PDF pro les detailing KPI stats, experience and quali cations including recruiter perception. Market mapping and headhunting Growth Recruiting 1-2 candidates per year - £599pm (£7,188) Recruiting 3-4 candidates per year - £999pm (£11,988) All of AG Essential, plus: Risk free recruiting covering you for all eventualities over the course of the year Meet each candidate F2F via, video interviewing Video job adds across all social media platforms Access to the best talent in the industry with our passive candidate engagement strategy Priority resourcing time Receive a recorded rst interview, with bespoke and tailored questions which will improve your recruitment e ciencies and shorten the hiring process by 70% Pay per click campaigns True extension of your brand and organisation Reference checking Motivational check-in for you and the team Performance review templates Employee engagement survey Financial planning leadership adjustments wheel Industry insights Weekly update calls Candidate success review AG outplacement services Accelerator Unlimited recruitment from £2000pm All of AG Essential and AG Growth, plus: Applicant Tracking System (ATS) Psychometric testing 2-week exclusivity over candidates Bespoke landing page for roles Talent platform

www.antonygeorge.com 01268 669 313