Recruitment of Freelance
Wealth Management Advisors F/M

Presentation of our client

Founded in January 2021 by two partners with extensive experience in the wealth management sector, Panthera Patrimoine guarantees its clients unique solutions tailored to their needs and a privileged relationship with them and their five partners. As a broker, the company works with five companies, always with a focus on quality, in order to find tailor-made and personalised solutions that suit all its clients. The team makes it a point of honour to meet its clients' expectations and objectives by providing them with reliability, transparency and rigour.

Their ambition? To satisfy their clients and ensure their optimal personal enrichment. With this in mind, the company guarantees responsiveness and availability.

Their added value? Free advice and working methods that help to set the firm apart in terms of quality. Because relationships are essential for establishing trust, which is a guarantee of peace of mind for its clients, Panthera Patrimoine takes the time during the first meeting to get to know its clients better in order to define their ideal situation in terms of wealth, establish different areas for consideration and take their objectives into account.

Their strength? Their expertise, which has led them to work on a referral basis throughout France and to establish their brand image.

SECTOR

Wealth management advice

CHALLENGE

Recruitment of freelance profiles
Limited job market

SOLUTION

Performance Offer

RESULTS

2 freelance wealth management advisers recruited in 6 weeks

Challenge

For a company the size of Panthéra Patrimoine, recruiting freelance wealth management advisors is a major challenge due to several factors. Firstly, recruiting freelancers in 2023 is a major difficulty because this year, the trend shows a marked preference among candidates for more stable and secure positions. Secondly, for a small organisation like our client, it is necessary to stand out from large groups specialising in wealth management that are based in the same region, which is not always easy. Finally, the geographical location added a layer of complexity, as the positions were located in a small employment area.

The choice of potential freelance candidates was therefore not extensive, and many potential freelance wealth management advisers expressed preferences for more dynamic geographical areas. So, to support Panthera Patrimoine, we had to implement a progressive and flexible strategic approach to attract freelance wealth management advisers and encourage them to join our client's team.

Solution

Our client subscribed to our "Performance Offer": our objective was therefore to provide them with between 6 and 10 qualified CVs. To do this, we spent time understanding the challenges, how the company operates and its strengths in order to build a pitch and presentation of the company and the position that would be sufficiently attractive to potential freelance wealth management adviser candidates. We emphasised flexibility, professional growth opportunities and financial benefits, thereby formulating a persuasive argument to attract talent. Given the obstacle presented by freelance status, we chose to adopt a mass sourcing strategy.

This proactive approach involved the use of various communication channels such as automated social media campaigns, automated follow-ups via our ATS, direct outreach to our partner CV databases, SMS follow-ups and a telephone follow-up strategy.

The goal was to maximise our reach and engage a large number of potential candidates in our pipeline. Anticipating the need to filter applications, we planned a rigorous telephone selection process and were able to present not 10, but 14 Freelance Wealth Management Advisors to our client. This approach aimed to offer a variety of profiles while maintaining a high level of quality. We took the initiative when we sensed that the potential market was shrinking as a result of our persistence. Ultimately, the recruitment process resulted in the hiring of two freelance candidates.

Results

426 CVs identified through direct approach
257 telephone pre-qualifications carried out

14 CVs selected
100% headhunting

The CVs sent were of good quality and the team was responsive. I was able to recruit two employees at an unbeatable price! We are working together again on our next campaign.

Luigi

Founder and Partner