Catch 23
Specializations
About Agency
Overview
- Specialist financial services and banking search firm with 3 employees based in the United Kingdom
- Focuses on Banking and Financial Services markets through search and selection and consultancy services
- Specializes in recruiting roles including wealth managers, financial consultants, IFAs, para-planners, investment managers, private bankers, and relationship managers
- Provides consultancy services addressing RDR-related challenges including client segmentation, Diploma compliance, back office systems, DFM, platforms, and exit plans
- Works with an extensive client network to help IFAs streamline processes, increase income growth, and add value post-RDR implementation
Specializations
- Recruitment of investment and banking professionals for senior appointments within Financial Services
- Placement of wealth managers and financial consultants in the UK market
- Expertise in hiring para-planners and IFAs with RDR compliance knowledge
- Targeted recruitment of private bankers and relationship managers for financial institutions
Services & Approach
- Search and selection for specialized financial roles including investment managers and private bankers
- Consultancy on post-RDR practice optimization, covering DFM integration and platform selection
- Advisory services for IFAs on client segmentation strategies and back office system improvements
- Implementation support for exit plans and income growth initiatives in financial practices