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Executive Search

Case Study

A major life office appointed us to recruit a Regional Sales Director for its IFA business.The person specification being:

  • Good Financial Services knowledge
  • Independent Financial Adviser experience
  • Experienced and effective people manager
  • Experience of managing a remote team

Clear guidelines were given regarding the salary and benefits available.A clear jobs specification was provided.

The need
To conduct a search of the market place for candidates who met the clients requirements; engaging possible candidates by representing the clients proposition and delivering a qualified shortlist.

What we did
It is our belief that the practice of charging percentage fees is outdated and not value for money.We calculated the number of consultant days the assignment would take and charged the client accordingly.In most cases this saves the client £000’s.We held client briefing meetings with HR, Heads of Department, peers and subordinates to fully understand the role.

 

We identified target companies and approached candidates and subsequently held initial telephone interviews.We produced a long list of suitable candidates and discussed them with our client.We conducted ‘face to face’ assessments, in this case it was using competency based interviews.We produced a shortlist along with individual candidate profiles.

What we achieved
All four short listed candidates performed well at the client’s Assessment Day but one in particular was a ‘star’ and was subsequently appointed.

 

 

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