A fast growing wealth manager, who were recruiting in multiple areas of the business.

Fram’s unique structure was ideally suited to our client’s needs, as we give clients access to the knowledge of our entire team, rather than one individual. This approach combines improved resourcing and screening with knowledge of the dynamics and terminology of the industry. Providing the client with one relationship manager, supported by specialist consultants with functional expertise relevant to the individual role, we were able to help the firm hire across multiple areas.

We were initially asked to assist our client hire an Investment Manager. The role required some additional skills to the usual IM profile, but we were still able to build a shortlist from our database. However, we wanted to go a step further to get the best outcome, and so we spoke to people in our network to gather their views on suitable candidates. It was from this networking process that we found the appointee.

The client then asked us to assist with a senior operations hire. The relationship manager at Fram put together a different team to support the client and source the best available talent for the position. Again, we were successful in placing a high quality candidate. The feedback we received was very positive and we look forward to continuing to support this growing firm.

Fintech – Pensions

FinTech is a very dynamic industry with excellent people and ideas, but historically it’s struggled to attract talent from established financial services firms. Whilst there are high quality individuals interested in fintech, headhunters need to work hard to find those with the right entrepreneurial spirit.

In this instance, we needed to identify someone tech savvy enough to work in a fintech, but with strong enough knowledge of pensions operations. Fram benefits from having a micro-focus practice approach and our teams work closely together to advise clients and to solve their human capital problems. We utilised this to full effect to find someone who met all of those criteria, namely: tech savvy, a pensions expert, and finally entrepreneurial. Our screening processes is key to only presenting clients with very relevant shortlists and we save clients considerable time by interviewing a wide range of people for them. We understand that each interview slot is precious time given up by a business leader and that we need to use them wisely.

A candidate was successfully appointed within a short timeframe.

Growing WealthTech

Fram’s growing FinTech practice partnered with a client keen to grow their wealthtech business by hiring an experienced financial adviser to work in a new role. Whilst today Fram has multiple practices, our initial focus all the way in 2010 was wealth & asset management recruitment. Since then we’ve gone on to work with a number of wealthtech firms and this was an opportunity to marry up our knowledge of both the traditional world and the highly disruptive fintech industry.

We ran a search strategy for the role looking across a broad geographical area to find the ideal candidate. Through our well-developed network of established relationships, we actually received a recommendation to speak to someone who turned out to be the ideal candidate. Whilst identification of the right individual was difficult due to the specific needs of the client, of equal importance was our Consultant’s industry knowledge enabling us to screen well on the client’s behalf.

The best compliment for us is that the client has worked with us since and we are now building a good long-term relationship.

In building Tiller Investments, a digital wealth manager, it was key to attract first class talent. Therefore, it was important to work with an experienced, knowledgeable, and responsive recruitment partner. Fram's experience and network in wealth management has been invaluable in this process.

Simon Clark, Chief Commercial Officer, Tiller Investments