Delivering Client Driven Solutions

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Recruiting in the Financial Services
Sector Matthew Williams Hudson
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Overview

• Current employment market
• Skill/attributes desired by employers
• The recruiters view
• Interview tips
• About Hudson

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Employment Market

• Very strong demand for quality candidates
  exceeding supply
• Strong demand from institutions and boutique
  groups
• Driven by low unemployment, increasingly savvy
  clients, baby boomers, and legislative change
• Financial Planners salary range 50K plus super
  (entry level i.e. PS 146 compliant, life
  experience and some financial services exposure,
  sales aptitude) to 110K plus super plus bonus

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Employment Market (continued)

• Para Planners salary range is very wide range
  predicated on what is defined as para planner
• 35K for a person who typically is not qualified
  and who enters data from a client fact finder
  into financial planning software
• Top end 65-70K plus super
• Administrative roles
• Data entry operator, clerical support,
  administrative assistant are positions where
  there are regular vacancies in financial services
  sector
• 20k - 40k range
• - 32k - 40k for senior administrative roles
• - 25k - 30k for junior administrative roles

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Skills and Attributes Desired by Employers

• Financial Planner
• Technically strong (insurance, gearing, self
  managed super, direct shares, retirement
  planning)
• Degree qualified
• Ideally CFP qualified but DFP 1 4 (or
  equivalent) as a minimum.
• Organisational/time management
• Communication written and verbal
• Sales skills and networks (dont rely just on a
  data base) / ability to influence
• Commercially savvy (focus on high value clients)
• Integrity, empathy and discretion

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Skills and Attributes Desired by Employers (cont)

• Para planner
• Tertiary qualifications in Commerce/Business/Econo
  mics or Accounting
• At least DFP 1 4 and be progressing toward
  Advanced Diploma
• Attention to detail/follow up
• Clear communication verbal and in report
  writing (spelling and grammar critical)
• Time management close management of your
  diary/ability to juggle priorities and remain
  calm under pressure
• Ability to improve systems/processes/procedures
  highly regarded

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The Recruiters View

• The short time you spend at a job interview could
  have a dramatic effect on your career prospects.
• Preparation is the first essential step towards a
  successful interview. Find out specific facts
  about the company
• - What its products and services are
• - What its growth has been
• - Interview questions
• From Hudsons web site- www.jobs.hudson.com
• View the Interview Preparation Guide

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Thank You