Financial Planning

The Financial Planning sector has gone through a significant period of evolution and organisations have asked themselves some very difficult questions around their overall service proposition as well as how they can develop a charging structure that is commercially viable, whilst meeting client needs. This has led to a great deal of opportunity and has created an entrepreneurial atmosphere where acquisition, consolidation and merger are seen as a way of future proofing businesses and gaining market share. Organisations are looking to grow through organic means and by recruiting externally as they look to exploit the current sector opportunity.

The change in landscape and an increased confidence in the economy has exposed an extreme skills shortage amongst financial planning professionals meaning it is essential for businesses to use the right approach when seeking and targeting the best individuals in the market place.

Workplace Pensions & Benefits

Workplace Pensions and Benefits play a core part of any business strategy, in an ever more competitive employee market providing competitive, flexible Pensions and Employee Benefits packages plays a key role in the attraction and retention of talent. This coupled with the introduction of auto-enrolment and the emergence of Master Trusts means both providers and consultancies have developed new solutions and services to meet the growing demand from corporate clients for more innovative products, this in turn creates opportunities for expansion and growth. Hanover has a breadth of experience in building out and developing Workplace Pensions & Benefits teams and as such have completed mandates for head of sales, business development & relationship directors through to proposition and product development specialists.

OUR EXPERTS

STEPHEN PHIPPS

UK CEO

Stephen is UK CEO for Hanover Search Group. His role is to oversee a number of the group’s divisions and liaise with senior management to help drive business strategy. Stephen also acts as the main point of contact for major client development and he also executes senior level assignments. Within wider Financial Services, Stephen has expertise across the Sales, Marketing, Operations and Technology disciplines.

AMANDA BAGGOTT

Amanda is an Associate Partner, she covers assignments from a mid to senior level across Workplace Pensions and Benefits. It’s a market she knows well having spent her earlier career at a leading insurance provider before moving into recruitment over a decade ago. As well as the more traditional DB & DC Consulting a core focus and interest has been working with Insurance Providers and Consultancies on new products and teams for the Auto Enrolment and Master Trusts markets, helping them find exceptional talent for growing sales, relationship and technical teams. Amanda has a real depth of knowledge and successful track record in this area.

Paul Merlin

Paul has successfully worked on a large number of search assignments in the Wealth Management arena for over 14 years. He has an exceptional track record of delivery with his main expertise being in distribution. After running his own search firm for 6 years, Paul recently joined the business to add strength & depth to the established team and help drive forward the company’s growth strategy.

RICHARD COWAN

Richard is a Senior Consultant working within the Wealth Management division. Having been in the Financial Services recruitment industry since 1994 he brings to the company a wealth of experience primarily within Life and Pensions staffing sector. He has placed a wide variety of mid-senior level candidates into a number of market leading financial services organisations. He has also written a number of articles in the Financial press and is an expert in providing advice to clients in a number of innovative recruitment approaches.

Thomas Meade-Hunt

Thomas has joined HSG as a Consultant within the Wealth Management – Financial Planning Division. He started in FS at Goldman Sachs before building a career in search where, for the last 4 years, he has focussed on Investment Banking, Asset Management and Insurance. Specialising in the UK wealth management market he has delivered client solutions for head offices, regional hubs and stand-alone offices in both challenging geographies and distressed circumstances for a number of national wealth & regional businesses in England, Wales & Scotland. 

Chris Cave

Chris joined in 2017 as a Consultant working within the Wealth Management division. He has now been involved in Financial Services’ recruitment for over two years, before this he spent six years in Wealth Management (Bancassurance) and Mortgages. Chris’s approach to recruitment is geared to providing a high quality, efficient and transparent service for his clients. The candidates Chris works with regularly comment on his attentive nature and personal touch particularly in understanding their goals when it comes to their job search.

Recently completed mandates

Head of Financial Planning
Global Wealth Management Group, Midlands
X4 Sales Managers
Large National Advisory Firm, National
Chartered Financial Planner
Accountancy Practice, London
Senior Wealth Manager
Professional Services Practice, Midlands
Financial Planning Director
Investment Manager, London
Head of Financial Planning Research
FTSE 250 Wealth Manager, London
Head of Auto Enrolment
Major Advisory Network, National
Client Relationship Manager
Employee Benefits Consultancy, National
Business Development Lead-Workplace Savings 
National Consultancy, National
Relationship Director -DC Pensions
Insurance Provider, London
Head of Corporate Solutions
Nationals Advisory Firm, South West
Senior Account Manager
Insurance Provider, National