Kaizen Recruitment Appoints Simon Gvalda To Lead Wealth Management Recruitment
Kaizen Recruitment welcomes Simon Gvalda who is responsible for leading the wealth management recruitment function at the firm. Simon holds a Bachelor of Commerce, with majors in finance and economics from Deakin University and an Advanced Diploma of Financial Planning through Kaplan. He has over 8 years’ experience across financial planning roles including client services,…
Financial Advisor Salary Guide Australia
Financial advisor bonuses There has been a shift away from revenue-only linked bonuses to a balanced scorecard method which involves advisors being assessed on both financial and non-financial performance metrics which is likely to include compliance ratings, teamwork, new revenue, client satisfaction and client retention. The change in bonus structure is attributed to the Royal…
Paraplanners Are In High Demand – Get Great Qualifications And A Competitive Salary!
Seldom do good paraplanners stay in their role for a long period of time; most consider it as a stepping stone in their careers to move onto other roles with higher salary and bigger challenges. Recent trends demonstrate that most people take on the paraplanning role to create a strong foundation in the financial planning…
Kaizen Attends Remote Workforce Management Event Hosted By AIST
Kaizen Recruitment attended the Working and Managing a Remote Workforce webinar hosted by Australian Institute of Superannuation Trustees (AIST). Chris Goulas from Kaizen Recruitment, Sarah Guthleben from Equipsuper and Renee Curtiss from HESTA shared their insights into how they have equipped their workforces with the technical and emotional support to operate effectively from home, while…
New World Busier Than Ever For Funds Management Business Development Managers
After canvassing dozens of business development managers across funds management about how COVID-19 has changed the way they do business, I am happy to report that even though BDMs have had to dramatically adapt from face-to-face selling styles, the overall sentiment is positive and optimistic. While some BDMs are actively unlocking new business, others are…
Kaizen Recruitment Announced Finalist In RCSA Industry Awards 2020
Kaizen Recruitment has been named finalist for the 2020 RCSA Industry Awards for Excellence in Client Service. We are very humbled to receive the nomination and would like to thank RCSA, the judging panel and acknowledge the many worthy recruitment agencies in our category. I would like to take this opportunity to sincerely thank Kaizen’s…
Financial Services Job Market Update – June 2020
It was a privilege to recently present to the CFA Society of Australia on the current state of the employment market in financial services. In preparation for this presentation, Kaizen surveyed over 50 financial services organisations regarding the impacts of COVID-19 on hiring. Respondents were senior executives including CEO, COO, CIO, human resources and talent…
Cash (Flow) Is King – What Employers Are Currently Looking For In Financial Advisers
Financial advisers who can bring clients with them or demonstrate a strong track record of new business generation are top of the short-list for employers. Businesses looking to recruit new financial advisers during challenging economic times want to reduce risk and be rewarded with immediate results. Common questions employers ask of new financial advice hires…
Human Resources Leaders on the Future of Workplaces and People
Kaizen Recruitment hosted its third human resources leaders’ roundtable last week which was chaired by Johanna Neilsen, Head of People at Victorian Funds Management Corporation. In attendance were senior HR professionals across funds management, asset consulting, superannuation and wealth management. The agenda centred around COVID-19 impacts and how this has affected workplaces and people. From…