Sales-driven or excellent administrators, what type of Business Development Associate are you really looking for? Brendon Jukes at Helm Recruitment helps you answer this question. Great Business Development Associates (BDAs) can be the backbone of a successful funds management or superannuation business.  But their value-add to the business, and their satisfaction in the role,…

Could an independent boutique be your next career move in private wealth management? Over the last five years, Helm Recruitment has observed some interesting shifts in the “war for talent” within the private wealth management industry. In particular, the rise of independent, boutique businesses, often established by experienced executives from the private wealth divisions of…

Perceptions of Financial Planner “ethics & honestly” remain consistent despite adverse press Despite the recent negative coverage the Financial Planning Industry has had, I was interested to read in the Roy Morgan Image of Professionals Survey that 25% of Australians rate Financial Planners ‘very high’ or ‘high’ for their ethics and honesty, down only 2%. I would…

When everything else is equal, the right attitude gives a winning edge in the job hunt   If you’re invited to interview for a position, you can probably assume that the recruiter or employer is satisfied that you can do the job, based on your experience, your skills and your qualifications. So how do you…

Paraplanning function going in-house: Helm Recruitment Insights     In the past six months, Helm Recruitment has observed a discernible trend in the centralisation of the paraplanning function, with more firms choosing to retain the function in-house, or bring it back in-house, through hiring a dedicated paraplanner. This follows a period where businesses had seemed…

  Paul Elvstrøm passed away today. His endearing quote that rings true through the generations is: “You haven’t won the race, if in winning the race you have lost the respect of your competitors”. No finer words spoken for us all to aspire to in sport as well as business. No individual has won more…

Breakfast with Floriane Dehn the Strategy Director@ Seek – Intensification of skill shortage We are witnessing an intensification of skill shortages which is being driven by intense competition by businesses to attract and employ great people rather than good people as they believe the difference is stark. This was my key take away in listening…

Robo-advice….what will its impact be? What do you see the impact of Rabo-advice being across financial services? We are witnessing disruptive technologies impacting many industries. While robo-advice will not provide a direct replacement for holistic financial advice or the human inter personal side of advising it is likely to play a big part in financial…

Financial Advisors seeing fewer clients, because of administration & regulation. Are you a Financial Advisor and seeing fewer clients a week as a consequence of being caught up with more administration & compliance? Do you require greater administrative support to keep up your face to face time with clients? It would be interesting to hear…