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2x Wealth Management Consultants



Salary c. £55,000 + Package 
ALL CASE STUDIES

The Brief


their ability to make the whole process simple, made them stand apart 



Regional Manager (North)
2x Wealth Management Consultants

  
SALARY
Up to £55k + significant package 

The Project

Old Mutual had a requirement for an experienced Wealth Management Consultant. They had already established that the active candidates in the market were not the calibre required and a lack of understanding of the business by other recruiters was not producing suitable individuals.
Spencer Edwards utilised their experienced team to fully identify the roles’ requirements.  Able to understand the broad range of products and services provided by Old Mutual and gain an appreciation that this required a more technical sales consultant, we undertook a detailed market mapping project. By identifying the elite consultants who could fulfil this role, we were able to provide a credible shortlist, ultimately identifying the successful candidate.
 
Consequently, we maintained a watching brief and kept them informed of any additional first-rate consultants considering a move, resulting in an additional placement. 

The Results

4 CV's / candidates submitted and met for first interview
3 candidates invited for second interview
2 candidates appointed…. so far
  
 

"Having tried and failed with the financial services national recruiters, I was introduced to Spencer Edwards as a regional recruitment specialist in the North. Not only were the team at Spencer Edwards able to offer a greater insight into their candidates - knowing the people they represented personally, but the additional information provided on their CV’s, thoughtful customer service and ability to make the whole process simple, made them stand apart. Time is precious in my working day, James at Spencer Edwards got the job done efficiently and effectively. I look forward to partnering with them again."


Regional Manager (North)