Financial Services Recruitment

Financial services Recruitment

In the financial services industry, a customer isn’t buying a product or even a service, they’re buying a relationship. That’s why it’s so important for our clients to find the right advisor, planner, or broker to help grow their business.

At Ethos360, when we source highly successful financial services professionals for our clients. We look for people who display commitment to their employer, empathy to their customers, and ability to listen and understand the needs of both.

At Ethos360, we draw on our deep industry experience to help our clients recruit.

We recruit for a variety of specialised roles, including:

Risk Advisors

Paraplanners

Customer Support Officers

Accountants

Mortage Brokers

Insurance Advisors

We recently worked with…

The national recruitment drive

In April 2021, life insurer AIA Australia completed its acquisition of the Commonwealth Bank’s Financial Services Department. This was followed by a new strategic venture that saw the business needing to take on a number of financial advisors, so they engaged Ethos360.

“Ethos360 Recruitment have been fantastic to deal with. They were able to find us the top talent in the market and were extremely responsive and diligent. I’ve been super impressed by the transparency and level of service by the Ethos360 Team. Always kept in the loop with valuable feedback and market insights.”

– Alan Caputo –

AIA General Manager, Distribution and Marketing.

Faster, easier staffing for a new franchise

Jonathan had recently purchased a new Mortgage Choice franchise in Sydney and needed support in building out a commission structure. His added challenge was attracting a senior broker who’d be interested in working at a new franchise. A mutual connection recommended he should call us, for our expertise in financial services and mortgage broking recruitment.

Leveraging our experience, we provided Jonathan with several examples from similar businesses, to aid him in implementing his structure.

We also had a number of candidates who were exploring opportunities exclusively through Ethos360. Within three weeks, we placed a senior broker at Jonathan’s Sydney office, plus a support staff member in his Williamstown location.

Now we’re at the final stages with a third candidate – by the time you read this, we will have assisted Jonathan with finding another broker. Like in sales, developing strong ongoing relationships based on a mutual respect and excellent outcomes is ideal for everyone involved.

“Big thanks to Nathan and Joseph for the successful placement of two new staff members across two different states in a few short weeks. They were professional and efficient and made the daunting process a whole lot easier. Happy to be a returning customer.”

– Jonathan Lee –

Managing Director of Mortgage Choice Williamstown and Chatswood.

Overcoming doubt and facilitating the perfect match

At Evimero Finance, a busy family-run finance brokerage, director Christian had tried to recruit someone himself, without success. But Evimero needed more than just a recruiter, they needed to understand the market and what the current salary expectations were. Their challenge and stress was exacerbated by having no prior experience with recruitment firms. We had to win their trust, as you can see from Christian’s testimonial.

As well as our guidance on the essentials, we introduced them to someone who matched their values – Tiffany, a candidate we were currently working with. Christian operates Evimero as a not-for-profit and this really resonated with Tiffany. She was very customer-centric and was always looking at ways to give back to the community. The fact that she shared Evimero’s values was important to her, and Evimero had found their perfect match.

“We had never used a recruitment agency before and were sceptical prior to meeting Nathan at Ethos360. He was honest, upfront and took the time to really listen to our needs. My scepticism quickly disappeared as Nathan went to work on recruiting for our needs. Ethos360 ended up finding us the perfect candidate, they took all the stress out of recruiting so we could focus on our business. There is no way we would have found our new team member if it wasn’t for Ethos360. Highly recommend.”

– Christian Arsenis –

Managing Director of Mortgage Choice Williamstown and Chatswood.

And what about Tiffany?

“Greatest experience I have had applying for a new position. The process was so easy and Nathan made me feel supported and enthusiastic the whole time. I was so anxious having worked at my current employment as a manager and broker for over 7.5 years. But Nathan had me feeling confident and really went in to bat for me as an applicant with my new employer. I am beyond excited to start my new job with a company that matches my values and the reason I do what I do! Thank you Nathan.”

– Tiffany Blanchnis –